The 16th Annual Meeting of the Academy of Special Needs Planners
May 5-7, 2022
Special Needs Planning During Times of Transition & Conflict

16th Annual Meeting of the Academy of Special Needs Planners
Special Needs Planning During Times of Transition & Conflict
The Academy of Special Needs Planners has been presenting its Annual Meeting for 16 consecutive years. After 2 years of holding the Annual Meeting virtually, we are pleased to welcome back all our members, supporters and affiliates to a live, in-person event.
And what better setting to reintroduce the in-person meeting than at the foot of the Olympic Mountains, in the historic Fairmont Hotel located in Downtown Seattle?



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.

2022 Keynote speaker
Bill Eddy, Co-founder and Chief Innovation Officer, High Conflict Institute
Understanding High Conflict Personalities
- 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: Bill Eddy, Co-founder and Chief Innovation Officer, High Conflict Institute
Drafting the World’s Greatest Special Needs Trust with Kevin Urbatsch and Jessica Farinas Jones
Social Security Administration POMS and Regional Counsel Precedent Opinions with David Lillesand, Esq and Joshua Brothers, Esq.
2022 In-Person Meeting on May 5-7, 2022
Check out the agenda and learn more about our esteemed speakers.
Pre-Session Programs
For Attorneys:
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For Financial Advisors:
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