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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.
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