Thanks for all videos, helpful with our planning for our disabled daughter. Our ABLE account provider just informed us we can't add a contingent person should the parents become incapacitated???? Our daughter cannot manage her own account so we need a process to assure someone can take over managing the account. Our oldest daughter is a co-guardian for her disabled sister. Would this allow her to assume ABLE account management?
@ellencookman-EstatePlanningSNT
5 ай бұрын
I’m not aware of a way to line up a successor Authorized Legal Representative, but if something happens to the current ALR, your oldest daughter can fill out this form to be named the successor ALR: calable.ca.gov/uploads/calable/attachments/cll2p0asw0v820jrzgxjabfvk-16-07122023-calable-change-of-alr-1-1-ada.pdf
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