National Conference

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Thursday, November 21, 2024

12:15 p.m.-1:15 p.m.

The Mission is Possible to Find Quality Residential Care

Jim McMarten, Mark Olson, and Jim Caffry

1:15 p.m.-2:15 p.m.

US Health Care Isn't Ready for Seniors with Disabilities

Stephen Dale and David Goldfarb

2:30 p.m.-3:30 p.m.

The View from the Beneficiary's Side

Nelson Perez

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3:30 p.m.-4:30 p.m.

Ethical Isssues in SNT Administration: What Attorneys and Trustees Need to Know

Rebecca Morgan, Bryn Poland, and Robert Fleming

Pre-Recorded Sessions

The Nuts and Bolts of Third Party Special Needs Trusts (Basics)

Amy O'Hara

Ensuring Effective Communication

Elizabeth Moran

The Trust Protectors: The Good, The Bad, & The Ugly

Howard Krooks

The Nuts and Bolts of First Party Special Needs Trusts (Basics)

Michelle Mulvena

Intersection of SNT and ABLE Accounts

Bradley Frigon

ISM Contracts as a Special Needs Planning Tool

David Lillesand

Representing the Special Needs Family: What You and Your Clients Need to Know (Basics)

Tara Anne Pleat

The Corporate Transparency Act: What Special Needs Planners May or May Not Need to Know

Jeffrey L. Williamson

Top 10 Mistakes Made in Special Needs Trust Drafting

Stuart Zimring

PI Settlements and SNTs (Basic)

Eric Einhart and Dave Paul

Being a Trusted Trustee: Coaching Family Members to be Effective Trustees

Jennifer VanderVeen

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The How-Tos of Integrated Special Needs Legal and Financial Planning

Jerry Hulick, Kelly Piacenti, and Shirley Whitenack

Friday, November 22, 2024

 

12:15 p.m.-1:30 p.m.

Updates from CMS

Gene Coffey

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1:30 p.m.-2:45 p.m.

2024 Supplemental Security Income (SSI) Program Update

Kenneth Brown

3:00 p.m.-4:00 p.m.

Lessons Learned: When A Trust Goes Bankrupt

Mark Munson, Megan Murray, Steve Wirth, and Amparo Perales

4:00 p.m.-5:00 p.m.

The Update

Elizabeth Fiman and Robert Fechtman

  • Pre-Recorded Sessions

    IEPs and Transition Plans

    Janet Griffith

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Empowering Individuals with Special Needs: Harnessing AI in the Legal Representation of Clients with Special Needs

Melissia Riddle

Clearing the Air

Ethan J. Ordog

SNTs--Preserving the Residence and Other Real Estate: Separating Fact from Fantasy

Emily Kile and Elizabeth Friman

The Life of a Trust: Key Stages Over Time 

Mary O'Byrne, Kerry Tedford-Coles, Robert Fechtman, and Stacy Scrip

Don’t Accept Mental Health Differences at Your Firm… Embrace Them!

Jeffrey Meyers

Divorce and SNTs

Ethan J. Ordog and Beth Manes

Beyond Goodbye: Trust Considerations in Death and Dying

Megan Brand and Christina Strong

Using Pooled Special Needs Trusts as a Safety Net in Estate Planning

Rachel Baer

Best Practices in Special Needs Planning: Insights Using Case Studies

Amy O’Hara, Rebecca Kueny, Heather Nadler, and Crystal West Edwards