Trusts, Estates & Probate

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ABLE Accounts in Disability Planning: Dangerous Mistakes and Helpful Guidance

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 26 minutes
Nora Gieg Chatha
With Nora Gieg Chatha from Inspire Trust Company, N.A.
Recorded May 14, 2026.
Product ID 101955

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Overview

Stop Costly ABLE Account Errors in Their Tracks

When was the last time you reviewed your approach to ABLE accounts with a critical lens? In this focused course, our esteemed faculty exposes the errors that attorneys commonly overlook and provides you with tips for resolving them before things escalate. Determine the risks posed by neglecting to coordinate ABLE planning with Medicaid and SSI rules, find out how to prevent common tax traps, and discuss the perils of overlooking estate recovery. Strengthen your practice - register today!

  • Examine the consequences of failing to confirm eligibility.
  • Steer clear of problems with contribution limits.
  • Discover the pitfalls of dropping the ball on estate recovery.

Abbreviated Agenda

  1. The High Cost of Neglecting to Confirm Eligibility
  2. Inadequate Understanding of Allowable Expenses
  3. How to Avoid Exceeding Contribution Limits
  4. Failure to Choose the Appropriate State ABLE Program
  5. Hidden Dangers in Failing to Coordinate ABLE Planning With SSI and Medicaid Rules
  6. ABLE Account vs. Special Needs Trust Creation and Structure Issues
  7. Tax Pitfalls to Avoid
  8. Ignoring Estate Recovery/Medicaid Payback

Related Topics

Product ID 101955

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. ABLE Accounts in Disability Planning: Dangerous Mistakes and Helpful Guidance

    1. The High Cost of Neglecting to Confirm Eligibility
    2. Inadequate Understanding of Allowable Expenses
    3. How to Avoid Exceeding Contribution Limits
    4. Failure to Choose the Appropriate State ABLE Program
    5. Hidden Dangers in Failing to Coordinate ABLE Planning With SSI and Medicaid Rules
    6. ABLE Account vs. Special Needs Trust Creation and Structure Issues
    7. Tax Pitfalls to Avoid
    8. Ignoring Estate Recovery/Medicaid Payback

Who Should Attend

This program is designed for attorneys. Accountants, trustees, and paralegals may also benefit.

Speakers

Nora Gieg Chatha
Nora
Gieg Chatha
Inspire Trust Company, N.A.
Speaker bio
Nora Gieg Chatha

Nora Gieg Chatha

Inspire Trust Company, N.A.
Nora Gieg Chatha

joined Inspire Trust Company as Business Development Director — a role that is central to how Inspire connect our fiduciary services with the individuals and families who need them most. In her role, Ms. Gieg Chatha educates individuals who have experienced a life-altering injury, loss, or medical event — along with their loved ones and professional advisory teams — on Inspire Trust's fiduciary offerings and how they can be tailored to meet each client's unique needs. She brings an extraordinary depth of experience to ITC. Prior to joining us, Ms. Gieg Chatha spent nearly 20 years in private practice, representing corporate fiduciaries, families, and professional teams across all areas of estate, trust, public benefits, capacity, guardianship, and settlement planning and administration. She also served as legal counsel for the Pennsylvania Department of Human Services, one of the largest state Medicaid agencies in the country — an experience that gives her rare insight into the intersection of fiduciary duties and public benefits. Ms. Gieg Chatha is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a Certified Elder Law Attorney through the National Elder Law Foundation. She earned her B.A., summa cum laude, and her J.D., with a community service award, from the University of Pittsburgh. Her professional commitments extend well beyond her day-to-day work. Ms. Gieg Chatha serves on the council for the Allegheny County Bar Association's Probate and Trust Section, contributes as a research assistant for Pennsylvania's Joint State Government Commission on Decedents' Estates and Trusts, and is a frequent speaker and volunteer for a wide range of professional and community organizations.

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