17th Annual Meeting of the Academy of Special Needs Planners

Revolutionary Planning: Beyond the Docs

The Academy of Special Needs Planners has been presenting its Annual Meeting for 17 consecutive years.

We are thrilled to be in person April 20-22, 2023 at the Revere Hotel Boston Common.

Special Needs Attorney at conference
boston
Special Needs Attorney at conference

Why should you attend?

We have a tradition of providing a dynamic platform to thought leaders from key disciplines to share their perspective to strengthen the greater special needs community.
And who wants another Zoom meeting?

  • Learn new strategies.

You’ll learn new strategies and methods to improve the level of service you provide to your clients.

  • Network with peers.

You’ll network with colleagues and nationally recognized thought leaders.

  • Get valuable support.

You’ll get foundational information and support from seasoned veterans and nationally recognized experts.

2023 Keynote speaker

_____ ______, Co-founder and Chief Innovation Officer, High Conflict Institute

SECURE Act: The Best Planning Options for Persons with Disabilities Inheriting Retirement Plans

  • Up-level your client strategy.
  • You want to learn new strategies and methods to improve the level of service you provide to your clients.

  • You want to Network with colleagues and nationally recognized thought leaders.

  • You want to get foundational information and support from seasoned veterans and nationally recognized experts.
  • Network with colleagues.

A deeper understanding of the planning principles and strategies that will enhance the services you provide your special needs clients: SNTs, Savings Plans, Public Benefits, Funding and Tax Strategies.

  • Get valuable support.

Participate in virtual discussions with colleagues from around the country as well as nationally recognized leaders in special needs planning via desktop and mobile.

  • Learn new strategies.

You’ll learn new strategies and methods to improve the level of service you provide to your clients.

  • Network with peers.

You’ll network with colleagues and nationally recognized thought leaders.

  • Get valuable support.

You’ll get foundational information and support from seasoned veterans and nationally recognized experts.

Highlights

Keynote speaker

Social Security Administration 2023 Update with David Lillesand

TRENDING: Decision-Making Alternatives for Persons with Disabilities

April 20-22, 2023 in Boston

See the agenda and learn about this year’s speakers.

Pre-Session Programs

Understanding public benefits for persons with disabilities is critical to understanding how to prepare and administer a special needs plan. This program will discuss the fundamentals of Supplemental Security Income (SSI), Childhood Disabled Beneficiary (CDB), Social Security Disability Insurance (SSDI), Medicaid, and Medicare as they concern persons with disabilities. Without knowledge of what is (and is not) available through public benefits and the rules that govern them, there is no special needs planning for attorneys or financial advisors. Moreover, without knowing the effect a distribution has on public benefits, an SNT trustee will not be able to properly administer special needs trusts.

This program provides the drafting attorney with excellent fundamental coverage of the provisions that are included in third-party special needs trust drafting. Yet, these provisions while excellent, do not cover some of the intermediate or advanced drafting challenges with which drafters will be confronted. The attendees and the presenter will use their collective brain power to discuss different solutions and methods for addressing challenging planning scenarios. This will be highly interactive so come ready to contribute.

The best-drafted special needs trust in the world does no good if the trustee (the person managing the trust) does not know what he or she is doing. A poorly performing trustee can cause loss of essential public benefits, loss of assets, and subject the trustee to personal liability. This seminar will discuss some of the top ways an SNT trustee can properly manage the trust to best enhance the quality of life of a person with a disability.

This seminar covers the different planning tools available to the professional when planning for assets owned by a person with a disability. This can happen in an emergency when the call comes in that the person is receiving assets and needs assistance immediately. While special needs trusts are a primary planning tool, the professional has other options. This can include ABLE accounts, spending down assets, purchasing exempt assets, or other transfers. The seminar will cover the basics of planning options, along with the strengths and weaknesses of each tool.

Attorneys talk about wills and trusts. Financial planners talk about money. Comprehensive planning incorporates both and brings the documents to life. The presentation will begin with an overview of the special needs planning process and focus on the importance of engaging family members throughout every stage of life on the special needs planning timeline. Cindy and Alex will discuss how to bring others, including non family members and professionals, into the planning process and share case examples from their practice.

Current trends in the financial world of individuals with disabilities, elders and vulnerable populations. There are many of them! Discussion of what advisors need to be aware of when working with clients. 

As the number of children diagnosed with autism, Asperger’s syndrome, and other neurological disorders continues to skyrocket (1 in 44 as of March 2022), CPAs, financial planners, and lawyers need to understand the deductions and credits available in assisting families in planning for their unique situation. Our session addresses those items that are deductible from adjusted gross income (AGI) to determine taxable income. Specifically, we’ll address some unique medical expense rules and their related financing for families caring for those with special needs. In addition, the session will review timing issues as well as unusual issues in planning for itemized deductions under recent legislation. Our session will enable participants to maximize their deductions on Schedule A for 2022 and alert attendees to changes occurring in 2023.

What are current trends that planners are seeing with their clients? What financial tools and strategies are advisors using in their practice? Topics will include when/how to use life insurance, hybrid policies, annuities, HSA accounts, FSA accounts, wealth management distribution strategies of SNTs, and more using various case examples.

Government funding is more and more strained to provide for lifetime supports and housing options for individuals with disabilities. Learn from providers throughout the country about various housing options and how families/individuals can fund them using a combination of government benefits and personal resources.