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Pre-Sessions

Thursday, May 5, 2022

8:30 am - 10:00 Am

This program will cover the essential public benefits for individuals with disabilities, including different types of cash payments, medical coverage, long term care, in home support services, and housing benefits and the various rules that impact planning for individuals who receive these benefits. 

10:30 am - 12:00 Pm

As the number of children diagnosed with autism, Asperger’s syndrome, and other neurological disorders continues to skyrocket (1 in 54 as of April 2020), CPAs, financial planners, and lawyers need to understand the deductions and credits available in assisting families in planning for their unique situation. This pre-session will address those items that are deductible from adjusted gross income (AGI) to determine taxable income. Specifically, we’ll address the expanded medical expense rules for families caring for those with special needs. In addition, the session will review timing issues as well as unusual issues in planning for itemized deductions and expanded credits under the Tax Cuts and Jobs Act, the American Rescue Plan Act, and recent legislation. In addition to enabling participants to maximize their income tax deductions and credits, our session will focus on some financing nuances associated with the medical expense deduction (i.e., retirement planning distributions and home equity loans), the tax benefit rule, and the interaction of the medical expense and home equity deductions in planning.

1:30 pm - 3:00 PM

The Special Needs Trust remains the primary planning tool for special needs planners. This program covers several of the most important aspects that must be covered when drafting the SNT. Provisions such as lifetime trust management, using memorandums of intent, triggering revocability, spendthrift protection, and powers of appointment will be discussed in detail in this program. Our presenters will provide both sample provisions and discuss alternatives. It is a can’t miss program for anyone who has been asked to draft a SNT.

1:30 pm - 3:00 PM

Learn how to effectively promote your special needs practice by building relationships with local nonprofit organizations.  We’ll discuss engagement strategies that you can use within your special needs community to enhance networking opportunities as well as provide beneficial resources for special needs families.  Leverage tips and best practices from a non-profit organization on ways to become involved with their community and the positive impact of developing such relationships can have on your practice.

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

NOW AVAILABLE ON VIDEO

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

NOW AVAILABLE ON VIDEO

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

NOW AVAILABLE ON VIDEO

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

NOW AVAILABLE ON VIDEO

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.