Special Needs Planning: The Basics and Beyond
Tools to Grow Your Practice
The 14th Annual ASNP conference is the nation’s leading gathering of special needs planning professionals.
Join us at the lovely Sofitel Hotel in historic Philadelphia along with nationally recognized professionals who will share insights on special needs planning basics, latest updates and hottest topics.
Our agenda covers an array of subjects that can be incorporated into your practice immediately, including: Updates on special needs laws and regulations, Fundamentals of financial planning for persons with disabilities, Fixing defective SNTs, Navigating the intersection of family law and special needs law, and much more.
As always, much of the learning will be through case studies, including a session explaining advanced planning strategies to enhance the quality of life of persons with disabilities.
Our speakers include the top special needs planning professionals nationally, including Ken Brown, Michele Fuller, Vince Russo, Kelly Piacenti, Michael Gilfix, and many more.
Speakers will provide sample forms and language, drafting tips, and other resources that you can immediately utilize in your own practice to help create sustainable, consistent, and profitable client results. These materials become your secret sauce to implement more efficient processes and realize a competitive market advantage.
Get up-to-date information about retirement planning, medical expense tax deductions, strategies for growing your practice, planning for digital assets, evaluating financial planners, and integrating veteran’s benefits. Learn More
Attendees will learn how to use ASNP’s SNT drafting guide to include numerous provisions that can be implemented immediately into their third party SNTs. The program will discuss options such as choosing between a stand-alone SNT versus testamentary SNT; designing the best SNT management team that may include professional trustee, Trust Advisory Committee, Trust Protector, and Care Advocate; appropriate distribution provision standards; the importance of the Memorandum of Intent; ABLE funding provisions; and much, much more. Learn More
Drafting the world’s greatest SNT is not enough. If an SNT trustee administers the trust incorrectly, the beneficiary could lose essential benefits and protections. This program will review the top situations that trip up SNT trustees and how professionals can avoid these dangerous pitfalls. There will be a discussion on determining the beneficiary’s public benefits, knowing how different factual situations will dramatically affect administration, understanding the effect of distributions for food or shelter, knowing the differences between first- and third-party SNT administration, and much, much more. Learn More
The SSA has issued a denial of the special needs trust you so carefully crafted. The client calls frustrated because the trust was not supposed to disqualify the beneficiary from SSI. What to do? This program goes through each step necessary to appeal an adverse SSA decision, along with tips and suggestions on how best to manage the appeal and resolve it to your and your client’s satisfaction. Checklists, forms, and suggested language will be provided. The program will also review the necessary steps to obtain SSA approved attorney’s fees. Learn More