SNT Materials
National Conference on Special Needs Planning & Special Needs Trusts
Tax Intensive
Wednesday, October 12, 2022
8:30 a.m.-9:30 a.m.
9:30 a.m.-10:20 a.m.
10:40 a.m.-11:30 a.m.
A Whole New World - Taxation of Cryptocurrency and Other Digital Assets
Deirdre Wheatley-Liss
- Materials
- No PowerPoint
11:30 a.m.-12:20 p.m.
1:45 p.m.-2:35 p.m. Concurrent Session
A Dime a Million: Special Needs Planning for the High-Net-Worth Family
Mark Munson
1:45 p.m.-2:35 p.m. Concurrent Session
2:40 p.m.-3:30 p.m. Concurrent Session
2:40 p.m.-3:30 p.m. Concurrent Session
3:50 p.m.-4:40 p.m. Concurrent Session
3:50 p.m.-4:40 p.m. Concurrent Session
Save The Date
2023 National Conference on
Needs Planning and Special Needs Trusts
October 18-20, 2023
National Conference on Special Needs Planning & Special Needs Trusts
Pooled Trusts Intensive
Wednesday, October 12, 2022
8:15 a.m.-9:15 a.m.
9:15 a.m.-10:05 a.m.
10:20 a.m.-11:10 a.m.
11:10 a.m.-12:00 p.m.
Structured Settlements, Annuities, and Trusts: What You Need to Know
Henry Strong
- Materials
- No PowerPoint
1:15 p.m.-2:05 p.m. Concurrent Session
I'm Having a Day and Now I Have to Call the Bank!?
Megan Brand, Amos Goodall, and Cindy McDonald
1:15 p.m.-2:05 p.m. Concurrent Session
The Nonprofit as Trustee: A CEO/ED's Call to the Wild
Yolanda Mazyck and Emily Smith
- No Materials
- PowerPoint
2:10 p.m.-3:00 p.m. Concurrent Session
2:10 p.m.-3:00 p.m. Concurrent Session
Budgeting for Over 65 Transfers...A Good Problem to Have
Megan Brand, Eric DeGroot, and Barb Helm
3:20 p.m.-4:10 p.m. Concurrent Session
The Nitty Gritty of Using Your Pooled Trust as an Income Trust
Sarah Grimes, Amy Orlando, and Kerry Tedford-Coles
3:20 p.m.-4:10 p.m. Concurrent Session
4:15 p.m.-5:05 p.m. Concurrent Session
IRAs and PSNTs
Peter Wall and Braley Frigon
4:15 p.m.-5:05 p.m. Concurrent Session
So You Think You Want to be a Rep Payee? What You Should Know Before You Commit
Barb Helm and Emily Smith
Save The Date
2023 National Conference on
Special Needs Planning and Special Needs Trusts
October 18-20, 2023
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.
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
- No Materials
- PowerPoint
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
- No Materials
- PowerPoint
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
3:30 p.m.-4:20 p.m. Concurrent Session
3:30 p.m.-4:20 p.m. Concurrent Session
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
- Materials
- No PowerPoint
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
- No Materials
- PowerPoint
4:25 p.m.-5:15 p.m. Concurrent Session
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
- No Materials
- PowerPoint
9:20 a.m.-10:10 a.m.
CMS UpdateGene Coffey
- No Materials
- PowerPoint
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.
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
- Materials
- No PowerPoint
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
- No Materials
- PowerPoint
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
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
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 NeedsTrustsOctober 18-20, 2023
National Conference on Special Needs Planning & Special Needs Trusts
Veterans Benefits Intensive
Wednesday, October 12, 2022
1:20-5:35 p.m.
Veterans Benefits: Claims, Compensation, and Pensions
The Honorable Michael P. Allen and Professor Stacey-Rae Simcox
- No Materials
- PowerPoint
Save The Date
2023 Special Needs Trusts Conference
October 18-20, 2023
National Conference on Special Needs Planning & Special Needs Trusts
SSA Mechanics Boot Camp
Wednesday, October 12, 2022
8:30 a.m.-9:30 a.m.
9:30 a.m.-10:20 a.m.
Basic SSI Eligibility Requirements of Section 1917(d)(4)(A) and (C) Trusts
Amanda Flood
- No Materials
- PowerPoint