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National Conference
National Conference on Special Needs Planning & Special Needs Trusts
Thursday, October 14, & Friday, October 15, 2021
Thursday, October 14, 2021 7:15-8:05 a.m.
Mary Alice’s Ethics Breakfast – It’s On You: What To Do When Your Client’s Capacity Hits A Bump
Materials, forthcoming
PowerPoint, forthcoming
8:30-9:20 a.m.
CMS Update and Getting Back to “Normal” 9:20-10:10 a.m.
SNTs and the Secure Act: Are the Two a Match Made in Heaven? Michael Amoruso
10:30-11:20 a.m.
Critical Issues in Advocacy That Impact Special Needs Planning for Today’s Clients
11:20 a.m.-12:30 p.m. SSI Trust POMS Update: Changes Since 2018 1:15-2:05 p.m. Concurrent Session SNT Planning: A Family Matter 1:15-2:05 p.m. Concurrent Session When Fiduciaries Go Wrong 1:15-2:05 p.m. Concurrent Session Terminating Special Needs Trusts 2:15-3:05 p.m. Concurrent Session What SSA Looks at When Evaluating Whether A Special Needs Trust or Pooled Trust is a Countable Resource 2:15-3:05 p.m. Concurrent Session Inherited IRA SNTs: Solutions, Options, & Cost Savings 2:15-3:05 p.m. Concurrent Session Creative Writing Meets Drafting SNTs 3:30-4:20 p.m. Concurrent Session Divorce and the Special Needs Child: How to Save the Day by Knowing A Lot About A Little 3:30-4:20 p.m. Concurrent Session The Role of the SNT Attorney or Trust Administrator in Working With Probate, Personal Injury, and Family Law Attorneys and their Clients 3:30-4:20 p.m. Concurrent Session What Happens to My Child When I’m Gone? 4:25-5:15 p.m. Concurrent Session The Individual Education Plan (IEP): Unlocking the Schoolhouse Doors for Students with Disabilities and Their Families 4:25-5:15 p.m. Concurrent Session Leaving a Home in Trust for a Person with Disabilities 4:25-5:15 p.m. Concurrent Session What We Need to Know About Taxes and Pooled Trusts
Friday, October 15, 2021 8:30-9:20 a.m.
The Real Flow: SNT → ABLE → Client → Purchase 9:20-10:10 a.m.
Finding What Works: Research-Based Strategies to Improve Future Financial Planning for People with Disabilities and their Families 10:25-11:15 a.m.
Managed Care and LTCSS: Managing Costs, Care, Both, or Neither?? A Panel Discussion 11:20 a.m.-12:10 p.m.
Supported Decision-Making: Protecting Rights, Ensuring Choices 1:10-2:00 p.m. Concurrent Session
Private Group Homes 1:10-2:00 p.m. Concurrent Session
Try This, Not That: A Corporate Trustee’s Perspective - Drafting Mistakes to Avoid 1:10-2:00 p.m. Concurrent Session
What Lawyers Need to Know Before Recommending a Pooled Trust
Materials, forthcoming
PowerPoint, forthcoming
2:15-3:05 p.m. Concurrent Session
Supported Decision-Making: From Theory to Practice 2:15-3:05 p.m. Concurrent Session
Special Needs Trusts and Those Other Pesky Benefits: Keep Them or Not and How to Administer a SNT with Them 2:15-3:05 p.m. Concurrent Session
Effects of Isolation During the COVID-19 Pandemic for Older Adults and People with Disabilities 3:20-4:10 p.m. Concurrent Session
Avoiding Pitfalls, Preparing for Potholes and Surviving Speed Bumps – Educating Laypeople About the Roles and Responsibilities of Fiduciaries 3:20-4:10 p.m. Concurrent Session
Alternatives to SNTs 3:20-4:10 p.m. Concurrent Session
The Good, the Bad and the Ugly of Cannabis
Materials, forthcoming
PowerPoint, forthcoming
4:20-5:00 p.m.
The Update
Save The Date
2022 Special Needs Trusts Conference