National Conference

National Conference on Special Needs Planning & Special Needs Trusts

Thursday, October 13 & Friday, October 14, 2022

Thursday, October 13, 2022

8:30 a.m.-9:20 a.m.

The We're Not in Kansas Anymore - Inherited IRAs After the SECURE Act & Proposed Regulations
Craig Reaves

9:20 a.m.-10:10 a.m.

Paying Personal Assistance Services Providers: Real-world Stories and Best Practices for Employment Law Compliance
Dr. Lisa Iezzoni and Rachel Green

10:30 a.m.-11:20 a.m.

Supported Decision-Making
Steve Dale and Rebecca Pauls

11:20 a.m.-12:10 p.m.

Common Reasons Why SSA Determines a 1917(d)(4)(A) or (C) Trust is not Excepted and Applicable Resolutions
Amanda Flood

1:25 p.m.-2:15 p.m. Concurrent Session

Understanding Why the POMS Matter: Administrative Deference in Public Benefits Appeals
Louis Virelli

1:25 p.m.-2:15 p.m. Concurrent Session

The Intersection (or Collision) of Special Needs Trusts and Veterans Benefits
Valerie Peterson

1:25 p.m.-2:15 p.m. Concurrent Session

Let’s Start at the Very Beginning: The Basics of Estate Planning for Families with Children with Disabilities (Basic)
Howard Krooks and Travis Finchum

2:20 p.m.-3:10 p.m. Concurrent Session

Physicians’ Experiences with and Perceptions of Caring for Persons with Disabilities
Dr. Lisa Iezzoni

2:20 p.m.-3:10 p.m. Concurrent Session

Working With Litigation Counsel – A Guide for the Perplexed
Shirley Whitenack and Stuart Zimring

2:20 p.m.-3:10 p.m. Concurrent Session

New SNT Clients: What to Know and How to Prepare for Your First Meeting (Basic)
Elizabeth N.R. Friman

3:30 p.m.-4:20 p.m. Concurrent Session

Special Needs Triage: A Guide for Fiduciaries (Basic)
Kim C. Martin 

3:30 p.m.-4:20 p.m. Concurrent Session

How Do I Pay Thee, Medicaid? Let Me Count the Ways
Bridget O'Brien Swartz

3:30 p.m.-4:20 p.m. Concurrent Session

Making HEMS Human
Peter Wall and Herb Thomas

4:25 p.m.-5:15 p.m. Concurrent Session

What Would the Settlor Do? – Considerations in Making Distributions from a Discretionary Trust (Basic)
Letha McDowell and Jennifer VanderVeen

4:25 p.m.-5:15 p.m. Concurrent Session

The Essentials of Funding and Investing with Inherited IRA SNTs
Darryl Lynch and Peter Palumbo

4:25 p.m.-5:15 p.m. Concurrent Session

Termination of SNTs
Crystal West Edwards

Friday, October 14, 2022

8:30 a.m.-9:20 a.m.

Including Individuals with Autism and Other Unique Needs in the Financial Planning Process
Elizabeth Yoder

9:20 a.m.-10:10 a.m.

CMS Update 
Gene Coffey

10:25 a.m.-11:15 a.m.

The Weight of Caring: When Dealing with Death Comes with the Job
Brenna M. Galvin

11:20 a.m.-12:10 p.m.

The Update
Robert W. Fechtman and Robert B. Fleming

1:10 p.m.-2:00 p.m. Concurrent Session

Working with Out-of-State Trusts: Provisions from the Wild West (and elsewhere)
Bryn Poland

1:10 p.m.-2:00 p.m. Concurrent Session

20 Special Resources You Should Not Be Without (Basic)
Janet Lowder, Valerie Peterson, and Stuart Zimring

1:10 p.m.-2:00 p.m. Concurrent Session

The Nuts and Bolts of Unconventional Uses for High End Trusts
Jennifer VanderVeen

2:05 p.m.-2:55 p.m. Concurrent Session

Life Happens…Drafting for Flexibility with Trigger Provisions in Trusts
Michael Amoruso

2:05 p.m.-2:55 p.m. Concurrent Session

Leveraging 529A ABLE Accounts for Disabled Beneficiaries to Gain Greater Financial Autonomy
Elizabeth Yoder

2:05 p.m.-2:55 p.m. Concurrent Session

From A(ccess) to Z(ipping Files): Technology Considerations When Dealing with SNTs (Basic)
Ashley Chase and Scott Turnquest

  • No Materials
  • No PowerPoint

3:10 p.m.-4:00 p.m. Concurrent Session

The Rise of Directed Trusts in Special Needs Planning
Jennifer Tindell

3:10 p.m.-4:00 p.m. Concurrent Session

Considerations at the Intersection of Special Needs and Substance Abuse
Dr. Monica Sosnowitz

3:10 p.m.-4:00 p.m. Concurrent Session

Marketing to Personal Injury Attorneys
Shannon Laymon-Pecoraro

4:10 p.m.-5:00 p.m. 

Ethics Panel: The Real World Never Takes a Day Off
Mary Alice Jackson, Robert Fleming, and Rebecca Morgan

Save The Date

2023 National Conference on
Special Needs Planning and Special NeedsTrusts
October 18-20, 2023



Conference Information

Stetson Programs