Fundamentals of Special Needs Trusts Administration Webinar Schedule

1 - 1:05 p.m. EDT
Welcome and Introductions
Prof. Rebecca C. Morgan, Program Chair

1:05 - 2 p.m. EDT
Breaking News - Changes to the POMS, the Working Group with SSA, and Implications for Exiting Trusts
Mary O'Byrne
This session will review the recent changes made to the POMS, the ongoing discussions held with representatives of SSA, what is expected in the future, and how to deal with the trusts that have been drafted before the current changes.

2 - 3 p.m. EDT
Taxation of SNTs - Working Knowledge and Expert Assistance
Robert B. Fleming
This session will review the basic tax principles for First and Third Party SNTs, explain the mechanics of filing 1040s and 1041s, demonstrate how to correct filing practices, when to use CPA and how to hire one, and review special problems for pooled SNTs.

3 - 4 p.m. EDT
The ACA and 2014 - What Trustees, Beneficiaries and Family Need to Know About Medicaid Expansion, Exchanges and the Elimination of the Pre-Existing Condition
Mary Alice Jackson
This session will review some of the key provisions of the Affordable Care Act that will be implemented in 2014, and some that are already in place, and what this means for beneficiaries of Special Needs Trusts and their families.

4 - 4:30 p.m. EDT
Your Attorney Would Really Like You to Not…
Robert B. Fleming, Mary Alice Jackson, Mary O'Byrne
The day's speakers will each spend ten minutes offering the most common mistakes made in SNT administration and what a trustee should do to avoid them.

4:30 - 5 p.m. EDT
The Day's Burning Questions about SNT Administration - and the Answers*
Robert B. Fleming, Mary Alice Jackson, Mary O'Byrne
*Questions can be submitted in advance and may cover topics other than those covered by the presentations.

5 p.m. EDT
Adjourn