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
Mary Alice Jackson

  • Materials, forthcoming
  • PowerPoint, forthcoming

8:30-9:20 a.m.

CMS Update and Getting Back to “Normal”
Gene Coffey (moderated by Mary O’Byrne) 

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
Thomas Foley, Robyn Powell, and Mary Alice Jackson (moderator) 

11:20 a.m.-12:30 p.m.

SSI Trust POMS Update: Changes Since 2018
Ken Brown

1:15-2:05 p.m. Concurrent Session

SNT Planning: A Family Matter
John B. Henry, III

1:15-2:05 p.m. Concurrent Session

When Fiduciaries Go Wrong
Shirley Whitenack 

1:15-2:05 p.m. Concurrent Session

Terminating Special Needs Trusts
Crystal West Edwards 

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
Francesco Benavides 

2:15-3:05 p.m. Concurrent Session

Inherited IRA SNTs: Solutions, Options, & Cost Savings
Darryl Lynch and Peter Palumbo 

2:15-3:05 p.m. Concurrent Session

Creative Writing Meets Drafting SNTs
Stuart Zimring 

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
Kim Martin 

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
Neal Winston 

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

What Happens to My Child When I’m Gone?
H. Amos Goodall

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

The Individual Education Plan (IEP): Unlocking the Schoolhouse Doors for Students with Disabilities and Their Families
Jeff N. Eckert 

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

Leaving a Home in Trust for a Person with Disabilities
Mary O’Byrne

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

What We Need to Know About Taxes and Pooled Trusts
Brad Frigon and Peter Wall 

Friday, October 15, 2021

8:30-9:20 a.m.

The Real Flow: SNT  →  ABLE  →  Client  →  Purchase
Doug Jackson, Barb Helm, Chandler DeBolt and Lisa DeBolt

9:20-10:10 a.m.

Finding What Works: Research-Based Strategies to Improve Future Financial Planning for People with Disabilities and their Families 
Caitlin Bailey and Corina Gilden

10:25-11:15 a.m.

Managed Care and LTCSS:  Managing Costs, Care, Both, or Neither?? A Panel Discussion
Marielle Hazen, Katy DeBriere, Sarah Somers, and Mary Alice Jackson (moderator) 

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

Supported Decision-Making: Protecting Rights, Ensuring Choices
Jonathan Martinis 

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

Private Group Homes
Janet Lowder 

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

Try This, Not That: A Corporate Trustee’s Perspective - Drafting Mistakes to Avoid
Will Lucius 

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

What Lawyers Need to Know Before Recommending a Pooled Trust
Megan Brand, Stephen Dale, Eric DeGroot, and Yolanda Mazyck 

  • Materials, forthcoming
  • PowerPoint, forthcoming

2:15-3:05 p.m. Concurrent Session

Supported Decision-Making: From Theory to Practice
Jonathan Martinis 

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
Bridget Swartz 

2:15-3:05 p.m. Concurrent Session

Effects of Isolation During the COVID-19 Pandemic for Older Adults and People with Disabilities
Dr. Amber Gum

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
Jennifer VanderVeen 

3:20-4:10 p.m. Concurrent Session

Alternatives to SNTs
Bryn Poland 

3:20-4:10 p.m. Concurrent Session

The Good, the Bad and the Ugly of Cannabis 
Dr. Leah Sera and Michelle Wright 

  • Materials, forthcoming
  • PowerPoint, forthcoming

4:20-5:00 p.m. 

The Update 
Robert W. Fechtman and Robert B. Fleming

Save The Date

2022 Special Needs Trusts Conference
October 12-14, 2022

Vinoy Renaissance St. Petersburg Resort & Golf Club