Special Needs Trust Administration Bootcamp

    Aired on March 18, 2022

    Three of the most important services a person with a disability and their family seek are shelter, caregiving, and transportation. 

    Yet  providing these services can be fraught with peril if the special needs planning professional has not carefully considered the issues around each of these services.

    This program dives deep into the legal, practical and logistical issues that arise when planning and managing a person with a disability’s need for shelter, caregiving, and transportation.

    • Summarize the use and impact of public benefits in providing services
    • Practical issues of ownership and management, important checklists to make sure everything is considered
    • Creative strategies in overcoming obstacles
    • Common problem areas to consider

    Our speakers have a collective 40+ years’ experience creating and creating special needs plans and administering special needs trusts and will use that experience and their solutions to your advantage.

    see the agenda
    Special Needs Planning Attorney

    Our Speakers

    Kevin Urbatsch, Esq.

    Kevin Urbatsch is the owner of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Berkeley, California. 

    He has practiced law for over 25-years. Kevin also serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals. 

    He is a State Bar of California, Certified Specialist in Estate Planning, Trust and Probate law. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC). Kevin served over five years as Editor-in-Chief of the National Academy of Elder Law (NAELA) Journal.

    Michele Fuller

    Michele P Fuller, Esq.

    Michele P. (Fuller) Urbatsch is the founder of Michigan Law Center, P.L.L.C, and President of Advocacy, Inc., a non-profit organization. Her law practice focuses on advocacy, protection, and asset preservation for persons with disabilities, including working in the following areas of law: elder law, special needs planning, special needs trust administration, and settlement planning.

    Michele was recently appointed Special Assistant Attorney General to assist in settlement planning for the Flint Water cases. She is the former Chair of the Elder Law and Disability Rights Section (ELDRS) of the State Bar of Michigan and has leadership positions in several national organizations: Advisory Board Member of the Academy of Special Needs Planners (ASNP) and Michigan Chapter of NAELA Board of Directors. She is also active in the National Academy of Elder Law Attorneys (NAELA), the Michigan Association for Justice, and a regular contributor for the Institute for Continuing Legal Education (ICLE).

    Bootcamp Details

    • Who should attend?

    Every special needs planner whether attorney, financial advisor, professional fiduciary, or SNT trustee.

    • What you’ll bring back to your practice:

    This program includes a review of the impact on the person’s public benefits eligibility, common issues that arise and how to manage them, and a host of forms and checklists to take with you to make it easier to plan for and understand these challenging issues.

    REGISTER NOW