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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 Mary Alice Jackson
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
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
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