Pre-Session Registration
CONTINUING THE JOURNEY
Attorney Pre-Sessions
AVAILABLE ON VIDEO
Understanding the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medicaid, and Medicare is the critical first step for the professional to know how to properly plan for persons with disabilities and how to manage their personal and financial care during their lifetimes. This is the foundational program to all other programs. It is a must see for the beginner and an excellent refresher for the experienced professional.
By Kevin Urbatsch
AVAILABLE ON VIDEO
This discussion will provide an overview of the information needed to prepare the estate plan, suggestions on the proper way to implement the plan, the use of memorandums of intent, and an introduction to the third-party special needs trust.
by Travis Finchum
AVAILABLE ON VIDEO
This session will be a “behind the scenes” look at the administration of SNTs from a Trustee’s perspective and the balancing act of administering Special Needs accounts – the intersection of SNT rules and the Fiduciary standard. Neil will provide examples of where a SNT 1st or 3rd trusts and larger fiduciary drivers like duty of loyalty meet and match up and where they conflict.
by Neil Archibald
Financial Advisor Pre-Sessions
Sponsored by: The American College of Financial Services
AVAILABLE ON VIDEO
We will explore costs and resources, government benefits, SSI, SSDI, Adult Child Benefits, Medicaid and Waivers. The impact of employment, earned/total income and assets will be considered. We’ll review ABLE accounts with Tax Cuts and Jobs Act of 2017 updates, First and Third Party SNTs, Pooled, Miller and Qualified Disability Trusts. Funding strategies, including Life & Long Term Care insurance, investments and qualified assets with Secure Act updates.
by Gordon Homes and Kacy Seitz
AVAILABLE ON VIDEO
In this session, you will learn about recently issued ABLE account IRS
regulations, how they will impact use of ABLE accounts and how they will impact administration of ABLE Accounts. You will also be updated on recent developments in the use of ABLE accounts nationwide and creative uses of ABLE accounts.
by Douglas Jackson and Blaine Brockman
Attorney Pre-Sessions
AVAILABLE ON VIDEO
The session will provide a basic overview of the unique issues that arise at the time of a settlement or other recovery when Plaintiff is on public benefits, including subrogations and liens, first party special needs trusts, spend downs, ABLE Accounts, Medicare set asides (MSAs), structured settlement annuities, and qualified settlement funds (QSFs). You will learn the tools you need to properly advise personal injury attorneys and their clients on how to manage a recovery.
by Josh Brothers
AVAILABLE ON VIDEO
A panel of speakers will discuss real world examples of how to implement the settlement planning strategies learned in the prior session.
by Josh Brothers, Moderator; Michael Edgel and Brad Frigon
Financial Advisor Pre-Sessions
Sponsored by: The American College of Financial Services
AVAILABLE ON VIDEO
Professionals planning for parents caring for those with special needs are often unaware of possible tax benefits and frequently forgo hundreds, if not thousands, of dollars in potential tax deductions and credits. Among these potential tax benefits that we will address include deductions or credits for the dependency exemption, medical expenses, special instruction, capital expenditures for medially required home improvements, impairment-related word expenditures, and the adoption tax credit.
by Thomas Brinker
AVAILABLE ON VIDEO
by Darryl Lynch
Pre-Session 2: Fundamentals of Public Benefits for Persons with Disabilities
NOW AVAILABLE ON VIDEO
Date: April 16th
Time: 2:00 PM – 4:00 PM EST
Speakers: Theresa Varnet and Travis Finchum
Understanding public benefits for persons with disabilities is critical to understanding how to prepare and administer a special needs plan. This program will discuss the fundamentals of Supplemental Security Income (SSI), Childhood Disabled Beneficiary (CDB), Social Security Disability Insurance (SSDI), Medicaid, and Medicare as they concern persons with disabilities.
Without knowledge of what is (and is not) available through public benefits and the rules that govern them, there is no special needs planning for attorneys or financial advisors. Moreover, without knowing the effect a distribution has on public benefits, an SNT trustee will not be able to properly administer special needs trusts.
Pre-Session 3: Drafting the World's Greatest Third-Party Special Needs Trust
NOW AVAILABLE ON VIDEO
Date: April 17th
Time: 2:00 PM – 4:00 PM EST
Speakers: Michele Fuller and Kevin Urbatsch
Attendees will learn how to use ASNP’s SNT drafting guide to include numerous provisions that can be implemented immediately into their third party SNTs.
The program will discuss options such as choosing between a stand-alone SNT versus testamentary SNT; designing the best SNT management team that may include professional trustee, Trust Advisory Committee, Trust Protector, and Care Advocate; appropriate distribution provision standards; the importance of the Memorandum of Intent; ABLE funding provisions; and much, much more.
Pre-Session 4: Avoiding Common Pitfalls During SNT Administration
NOW AVAILABLE ON VIDEO
Date: April 20th
Time: 2:00 PM – 4:00 PM EST
Speakers: Emily Kile, Ann Koerner and Herb Thomas
Drafting the world’s greatest SNT is not enough. If an SNT trustee administers the trust incorrectly, the beneficiary could lose essential benefits and protections. This program will review the top situations that trip up SNT trustees and how professionals can avoid these dangerous pitfalls.
There will be a discussion on determining the beneficiary’s public benefits, knowing how different factual situations will dramatically affect administration, understanding the effect of distributions for food or shelter, knowing the differences between first- and third-party SNT administration, and much, much more.
Pre-Session 5: Practicum: Appealing the Adverse SSA Decision on Special Needs Trusts
NOW AVAILABLE ON VIDEO
Date: April 20th
Time: 4:15 PM – 5:30 PM EST
Speakers: Kevin Urbatsch
The SSA has issued a denial of the special needs trust you so carefully crafted. The client calls frustrated because the trust was not supposed to disqualify the beneficiary from SSI. What to do? This program goes through each step necessary to appeal an adverse SSA decision, along with tips and suggestions on how best to manage the appeal and resolve it to your and your client’s satisfaction.
Checklists, forms, and suggested language will be provided. The program will also review the necessary steps to obtain SSA approved attorney’s fees.