Balancing Special Needs Trusts and ABLE Accounts to Finance Your Child’s Future


September 22nd, 2021, 11:30am to 1:00pm


300 N 18th St, Phoenix, AZ 85006

Location Name

In-person and virtual options available!

Special Needs Trusts and ABLE Accounts are effective tools to help you leave a financial legacy for your special needs child without compromising their eligibility for essential public benefits.  Which one is right for your situation?  This session will provide basic information about Special Needs Trusts, ABLE Accounts, and how you can balance the use of one or both to best serve your child’s needs.

Wednesday, Sept. 22, 2021

  • 11:30 a.m.: Lunch
  • 12:00-1:00 p.m.: Program


Emily Kile | Kile Law Firm, P.C.

Charlotte Johnson | Attorney, Elder Law of Arizona

Registration Options

Register in person » 
(Per SARRC guidelines, masks must be worn on campus indoors except when eating or drinking.)

Register virtually »  
(A Zoom link will be sent to the email provided during registration prior to the event.)

Event Contact

Beth Salazar, SARRC Planned Giving Manager or 602.606.9876


Troy McNemar, McNemar Law Offices, P.C. – Chairperson of the Council
Emily Kile – Kile Law Firm – Vice-Chairperson of the Council
Allyson Nearly Califano – Plattner, Schneidman, Schneider & Jeffries
Chadwick Campbell – Thomas Title & Escrow, Past Chairperson, Council
William Dolan –  US Bank, Charitable Services Group
Russ Goldstein – U.S. Trust – Bank of America
Laurence Gross – MassMutual-Phoenix
Lindsey Jackson – FineMark National Bank & Trust
Charlotte Johnson – Elder Law of AZ
Stephanie King – Charles Schwab – Past Chairperson, Council
Cathy Knapp – Fraser Ryan Goldberg & Arnold
Edwin Knight – House of Refuge
Robin Cochran Kruger – Foothills Caring Corp
Kimberly Kur – Arizona Community Foundation
Barbara Loutos – Loutos Consulting
Jena Lugo – Trust Bank
Jackie Orcutt – CBRE Industrial Brokerage
Jay Parke – Walker & Armstrong LLP
Megan Selvey – Bivens & Associates, P.L.L.C.
Karen Starbowski – MassMutual Arizona
Annette Stertzer – Bank of America, N.A. – US Trust
Bart Stevens – Special Needs Planning
Emily Taylor – Taylor & Lihn, PLLC
Janet Tubbs – Insurance Professionals of AZ
Thomas Von Hapsburg - Shield Fiduciary
Jacquie Weflen, TFO Phoenix – Past Chairperson, Council