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National Conference
Thursday, October 19, 2023
8:30 a.m.-9:20 a.m.
The ABCs of AMBTs
Craig Reaves
9:20 a.m.-10:10 a.m.
Unmasking Ageism and Ableism: The Path to a New Image of Aging
Dr. Tracey Gendron
10:30 a.m.-11:20 a.m.
It Is Not Just the Trust: There are Many Other Factors to Consider
Amanda Flood
11:20 a.m.-12:10 p.m.
The Update
Elizabeth N.R. Friman and Robert Fechtman
1:25 p.m.-2:15 p.m. Concurrent Session
Protecting Public Benefits 101
Elizabeth N.R. Friman and Emily Kile
1:25 p.m.-2:15 p.m. Concurrent Session
Secure 2.0
Bradley Frigon
1:25 p.m.-2:15 p.m. Concurrent Session
Person Centered Financial Planning
Peter Wall and Karen Konvicka
2:20 p.m.-3:10 p.m. Concurrent Session
Talking the Talk: Effectively Explaining Special Needs Trusts to Clients
Letha McDowell and Jennifer VanderVeen
2:20 p.m.-3:10 p.m. Concurrent Session
Termination of Trusts
Ryann Siclari
2:20 p.m.-3:10 p.m. Concurrent Session
Trusts, Antitrust, and Sharing Information
Mark Bauer
3:30 p.m.-4:20 p.m. Concurrent Session
Top Ten Tips for Special Needs Practitioners
Stuart Zimring
3:30 p.m.-4:20 p.m. Concurrent Session
Future-ISM: The Impact of Changes to In-kind Support and Maintenance Policy in the Supplemental Security Income Program
Kenneth Brown
3:30 p.m.-4:20 p.m. Concurrent Session
What Attorneys Need to Know to Pick an Effective Pooled Trust
Megan Brand and Steve Dale
4:25 p.m.-5:15 p.m. Concurrent Session
Estate Planning for Families Who Have Loved Ones with Special Needs
Shirley Whitenack
4:25 p.m.-5:15 p.m. Concurrent Session
Income: What the Heck Is It?
Haley Greer, Mark Munson, and Peter Wall
4:25 p.m.-5:15 p.m. Concurrent Session
2023 Regulatory Trends and Changes Impacting Trust-Paid Employees: How to Mitigate Risk and Maintain Compliance
Rachel Green and Cheryl Severson
Friday, October 20, 2023
8:30 a.m.-9:20 a.m.
A Judge's SNT Magnifying Glass: A Checklist Approach
Hon. Ana Maria Luna
9:20 a.m.-10:10 a.m.
Nontraditional Work for Beneficiaries
Neal Winston and Kenneth Brown
10:30 a.m.-12:00 p.m.
- 1:10 p.m.-2:00 p.m. Concurrent Session
Q&A with Gene Coffey
Gene Coffey
- No Materials
- No PowerPoint
1:10 p.m.-2:00 p.m. Concurrent Session
New HUD Regulations/Strategies for Navigating through HUD Housing Programs
Barb Helm, Kevin Rabin, and Deborah Thrope
1:10 p.m.-2:00 p.m. Concurrent Session
What Practitioners Need to Know About AI: Benefits and Liabilities
Janet Lowder and Mason Clark
2:05 p.m.-2:55 p.m. Concurrent Session
Veteran’s Benefits: A Forgotten Part of Planning
Amos Goodall
2:05 p.m.-2:55 p.m. Concurrent Session
Bridge Over Troubled Waters: Adding the Services of a Death Doula to Your Practice
Brenna Galvin
2:05 p.m.-2:55 p.m. Concurrent Session
What Practitioners Need to Know About Amending Special Needs Trusts
Janet Lowder and Elena Lidrbauch
3:10 p.m.-4:00 p.m. Concurrent Session
The Versatile Law Degree: From the Practice of Law to Trust Administration
Bridget Swartz
3:10 p.m.-4:00 p.m. Concurrent Session
Legislative and Regulatory SNT Planning Update
Marielle Hazen
3:10 p.m.-4:00 p.m. Concurrent Session
What SNT Professionals Need to Know About Medicare
David Lipschutz
4:10 p.m.-5:00 p.m.
Foxes & Henhouses – A Deep Dive Into Potential (and real) Conflicts of Interest and Other Ethical Issus for Trustees of SNTs
Slade Dukes, Will Lucius, Bridget Swartz, and Stuart Zimring (moderator)