Medicaid and ABLE: A Look at the Recently Released CMS Guidance

November 9, 2017

There are now over 15,000 individuals with disabilities nationwide who have opened ABLE accounts! These special tax-advantaged savings/investment accounts allow qualified individuals with disabilities the opportunity to save for disability-related expenses without jeopardizing their eligibility for many public benefits.

The Centers for Medicare & Medicaid Services (CMS) recently released guidance regarding how ABLE accounts (and ABLE funds) may impact Medicaid eligibility and the scope of supports and services provided through the Medicaid program.  This webinar aims to provide ABLE related stakeholders with a brief analysis and summary of the CMS guidance and will include a Q&A with a number of ABLE related experts representing both the disability community and the individuals responsible for administering ABLE programs.

Moderator Chris Rodriguez, Former Director, ABLE National Resource Center, is joined by a guest panel including:

  • David Bell, Managing Director, Oregon ABLE Savings Plan
  • Marty Ford, Senior Executive Officer, Public Policy, Arc of the United States
  • Morris Klein, Esq., Fellow, National Academy of Elder Law Attorneys
  • Kathleen McGrath, Former Pennsylvania State ABLE Program Director
  • ABLE Account Owner

Webinar Material:

Presentation Slides
Transcript