View our Pre-Session offerings.

Friday, May 6, 2022

9:00AM - 10:15AM

This presentation will give key background knowledge for understanding high conflict disputes and several tips for managing high conflict situations. This will include the CARS Method of conflict resolution developed by High Conflict Institute: Connecting with upset people (EAR Statements), Analyzing choices and proposals, Responding to hostility and misinformation (BIFF Responses), and Setting limits with empathy and respect.

10:15AM - 10:45AM
10:45AM - 12:00pM

Bill Eddy and Tim Nay will use actual case examples of High Conflict People in Special Needs Planning/Administration to highlight key methods for managing HCPs while pursuing the goals of representation. Participants will have an opportunity to revisit the good, the bad and the ugly examples of dealing with HCPs from their own practices.

12:00pM - 1:00pM
1:15PM - 2:15PM

This session will discuss approaches to addressing overly restrictive regulations that impact special needs trust beneficiaries and trustees with advocacy, legislative & litigation action.

2:15PM - 2:45PM
2:45PM - 3:45PM

This panel of presenters will discuss best practices in supporting dependent children/spouse special needs considerations in divorce situations as well as the benefits of collaborative divorce resolution as an alternative option to traditional divorce. They will also share tips for working with a family law attorney/divorce attorney – early in the process and use of the SNT, ABLE account and other financial planning/legal considerations that can make a long-range planning difference.

3:45PM - 4:00PM

Saturday, May 7, 2022

9:00AM - 10:15AM

The Social Security Act is one of the largest and most difficult to understand pieces of legislation. Congress granted enormous flexibility to the Commission of Social Security to write the eligibility rules.  Even the SSA federal regulations are more general than useful.  What is useful are the 53,000 pages of SSA Program Operations Manual or “the POMS” which includes decisions by SSA’s ten Regional Counsel answer specific questions on special needs planning.  This program reviews the most important legal opinions issued by SSA’s attorneys and the relevant changes to the POMS affecting the special needs practice.

10:15AM - 10:45AM
10:45AM - 12:00pM

You have questions and you need answers. Throughout the Conference, notecards will be distributed to attendees to write down the questions they would like answered. Maybe it sounds too basic, maybe the question is too long for a general session, maybe it is something that has not been covered. No question is too basic and no question is too complicated. This session will let you obtain the answer from the experts to the special needs question you need to know.

April 16 - 20, 2020

Available on Video

Get up-to-date information about retirement planning, medical expense tax deductions, strategies for growing your practice, planning for digital assets, evaluating financial planners, integrating veteran’s benefits, and more.

Thursday April 16, 2020

Available on Video

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.

By Theresa Varnet and Travis Finchum

Grow your special needs practice now.