National Conference

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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.

CMS Update

Gene Coffey

  • 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)