Pre-Session Registration
SESSION VIDEOS • NOW AVAILABLE
Pre-Session 1: Fundamentals of Financial Planning for Persons with Disabilities
Time: 2:00 PM – 5:00 PM
Get up-to-date information about retirement planning, medical expense tax deductions, strategies for growing your practice, planning for digital assets, evaluating financial planners, integrating veteran’s benefits, and more.
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.