SNT Materials

National Conference on Special Needs Planning & Special Needs Trusts

Tax Intensive

Wednesday, October 12, 2022

Download Full Materials

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

Different Types of Income 

Dennis Sandoval and Donna Jackson

9:30 a.m.-10:20 a.m.

2022 Tax Update

Shannon Laymon-Pecoraro

10:40 a.m.-11:30 a.m.

A Whole New World - Taxation of Cryptocurrency and Other Digital Assets

Deirdre Wheatley-Liss

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

Welcome to the New SECURE World

Dennis Sandoval and Robert Fleming

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

A Roadmap to Preparing a 1041 for a Special Needs Trust

Hyman G. Darling

2:40 p.m.-3:30 p.m. Concurrent Session

Demystifying DNI

Letha McDowell

2:40 p.m.-3:30 p.m. Concurrent Session

General Taxation of SNTs

Crystal West Edwards

3:50 p.m.-4:40 p.m. Concurrent Session

No Kidding - the "Kiddie Tax" Bites

Deirdre Wheatley-Liss

3:50 p.m.-4:40 p.m. Concurrent Session

Mediation and Tax Cases: A Match Made in Heaven?

Michael Kirtland

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

Download Full Material

8:15 a.m.-9:15 a.m.

The Road to Independence

Steve Dale and Michelle Detweiler

9:15 a.m.-10:05 a.m.

Pooled Trust Update and Q&A Session with Ken Brown

Kenneth A. Brown

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

The SEC, an Uninvited Guest, Jumped Into Our Pool!

Bradley Frigon

11:10 a.m.-12:00 p.m.

Structured Settlements, Annuities, and Trusts: What You Need to Know

Henry Strong

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

2:10 p.m.-3:00 p.m. Concurrent Session

Introducing the CGC SNT Management Certificate

Sally Hurme

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

Breach of Fiducairy Duty

Shirley Whitenack

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

Download Full Materials

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 UpdateGene 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 NeedsTrustsOctober 18-20, 2023

National Conference on Special Needs Planning & Special Needs Trusts

Veterans Benefits Intensive

Wednesday, October 12, 2022

Download Full Materials

1:20-5:35 p.m.

Veterans Benefits: Claims, Compensation, and Pensions

The Honorable Michael P. Allen and Professor Stacey-Rae Simcox

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

Download Full Materials

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

How Does SSA Help and Hinder My Practice

Steven Hitchcock

9:30 a.m.-10:20 a.m.

Basic SSI Eligibility Requirements of Section 1917(d)(4)(A) and (C) Trusts

Amanda Flood

10:35 a.m.-11:25 a.m.

Navigating Social Security's Administrative Appeals Process and Federal Court Review of Social Security Decisions

Lloyd King

11:25 a.m.-12:15 p.m.

A Guided Tour Through the POMS

Kenneth A. Brown

Save The Date

2023 National Conference on

Needs Planning & Special Needs Trusts

October 18-20, 2023