Casie Stephens - Director of Trust Services, Midwest Special Needs Trust
Casie Stephens joined Midwest Special Needs Trust in September 2011 after working as a case manager with the Clay County Public Administrators office. Casie educates professionals, families, and individuals about special needs trusts and ABLE Accounts. Casie works closely with Co-Trustees and guardians to help administer the trust sub-accounts. Casie graduated from William Jewell College with a BA in Psychology, received her certification as a Work Incentives Practitioner from Cornell University, and recently obtained a Leadership Essentials Certificate, also from Cornell University.
Program Description - Empowering Your Finances, Preserving Your Benefits:
This session will explain the three types of special needs trusts and MO ABLE Accounts.