ASNP National Meeting

Continuing the Journey

The 2021 ASNP Virtual National Meeting will be the 15th consecutive annual meeting of the Academy of Special Needs Planners.

This year’s virtual meeting will build on our highly successful 2020 virtual meeting. It will continue the gathering’s core mission: to bring together professionals from key disciplines to share knowledge and strengthen the greater special needs community.

  • Who should attend?

Novice or experienced professionals in key special needs planning disciplines: Law, Financial Planning, Trust Administration and Academics.

  • What you’ll bring back to your practice:

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.

  • Connect with your colleagues.

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

2021 Virtual Meeting on April 26-30, 2021

Check out the agenda and learn more about our esteemed speakers.

Pre-Session Programs

For Attorneys:

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

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. 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

For Financial Advisors:

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

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. 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