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Monday, April 26, 2021

Attorney Pre-Sessions

11:00 am – 12:30 pm EST

Understanding the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medicaid, and Medicare is the critical first step for the professional to know how to properly plan for persons with disabilities and how to manage their personal and financial care during their lifetimes. This is the foundational program to all other programs. It is a must see for the beginner and an excellent refresher for the experienced professional.

By Kevin Urbatsch

12:30 pm – 12:45 pm EST


12:45 pm – 2:00 pm EST

This discussion will provide an overview of the information needed to prepare
the estate plan, suggestions on the proper way to implement the plan, the use
of memorandums of intent, and an introduction to the third-party special needs trust.

by Travis Finchum

2:00 pm – 2:15 pm EST


2:15 pm – 3:45 pm EST

This session will be a “behind the scenes” look at the administration of SNTs
from a Trustee’s perspective and the balancing act of administering Special Needs accounts – the intersection of SNT rules and the Fiduciary standard. Neil will provide examples of where a SNT 1st or 3rd trusts and larger fiduciary drivers like duty of loyalty meet and match up and where they conflict.

by Neil Archibald

Financial Advisor Pre-Sessions

Sponsored by: The American College of Financial Services

11:00 am – 1:30 pm EST

We will explore costs and resources, government benefits, SSI, SSDI, Adult Child Benefits, Medicaid and Waivers. The impact of employment, earned/total  income and assets will be considered. We’ll review ABLE accounts with Tax Cuts and Jobs Act of 2017 updates, First and Third Party SNTs, Pooled, Miller and Qualified Disability Trusts. Funding strategies, including Life & Long Term Care insurance, investments and qualified assets with Secure Act updates.

by Gordon Homes and Kacy Seitz

1:30 pm – 1:45 pm EST


1:45 pm – 3:30 pm EST

In this session, you will learn about recently issued ABLE account IRS
regulations, how they will impact use of ABLE accounts and how they will impact administration of ABLE Accounts.  You will also be updated on recent
developments in the use of ABLE accounts nationwide and creative uses of
ABLE accounts.

by Douglas Jackson and Blaine Brockman

Tuesday, April 27, 2021

Attorney Pre-Sessions

11:00 am – 1:00 pm EST

The session will provide a basic overview of the unique issues that arise at the
time of a settlement or other recovery when Plaintiff is on public benefits, including subrogations and liens, first party special needs trusts, spend downs, ABLE Accounts, Medicare set asides (MSAs), structured settlement annuities, and qualified settlement funds (QSFs). You will learn the tools you need to properly advise personal injury attorneys and their clients on how to manage a recovery.

by Josh Brothers

1:00 pm – 1:15 pm EST


1:15 pm – 3:15 pm EST

A panel of speakers will discuss real world examples of how to implement the
settlement planning strategies learned in the prior session.

by Josh Brothers, Moderator; Michael Edgel and Ken Bloom

Financial Advisor Pre-Sessions

Sponsored by: The American College of Financial Services

11:00 am – 1:00 pm EST

Professionals planning for parents caring for those with special needs are often unaware of possible tax benefits and frequently forgo hundreds, if not thousands, of dollars in potential tax deductions and credits. Among these potential tax benefits that we will address include deductions or credits for the dependency exemption, medical expenses, special instruction, capital expenditures for medially required home improvements, impairment-related word expenditures, and the adoption tax credit.

by Thomas Brinker

1:00 pm – 1:15 pm EST


Pre-Session 2: Fundamentals of Public Benefits for Persons with Disabilities


Date: April 16th
Time: 2:00 PM – 4:00 PM EST

Speakers: Theresa Varnet and Travis Finchum

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.

Pre-Session 3: Drafting the World's Greatest Third-Party Special Needs Trust


Date: April 17th
Time: 2:00 PM – 4:00 PM EST

Speakers: Michele Fuller and Kevin Urbatsch

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.

Pre-Session 4: Avoiding Common Pitfalls During SNT Administration


Date: April 20th
Time: 2:00 PM – 4:00 PM EST

Speakers: Emily Kile, Ann Koerner and Herb Thomas

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.

Pre-Session 5: Practicum: Appealing the Adverse SSA Decision on Special Needs Trusts


Date: April 20th
Time: 4:15 PM – 5:30 PM EST

Speakers: Kevin Urbatsch

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.

Grow your special needs practice now.