Symposium
Agenda
2022 Special Needs Planning Symposium.
opportunity
Sponsorships Available
Get your company or brand in front of leading fiduciaries and special needs attorneys during this intimate event, held at the elegant venue The Dearborn Inn, Dec 1-2, 2022.
Day One
Thursday, Dec. 1st, 2022
SNT Fundamentals
Check-in
Registration and Full Breakfast
7:30am – 8:30am
Kevin Urbatsch
(Fundamentals) Fundamentals of Public Benefits for Persons with Disabilities
8:30am – 10:00am
Understanding the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medi-Cal, Medicare, Regional Center, and In Home Supportive Services (IHSS) 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.
Understanding the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medi-Cal, Medicare, Regional Center, and In Home Supportive Services (IHSS) 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.
Networking Break Visit with Exhibitors
10:30am – 11:00am
Michele Fuller and Kevin Urbatsch
(Fundamentals) Drafting the World’s greatest Third-Party SNT
10:30am – 12:00pm
Our speakers have drafted hundreds of special needs trusts and administered many more. The two are nearly complete with their Drafting Guide that will be published soon. They have further evaluated other attorney’s SNT documents and seen numerous errors. This program is designed to aid the trust drafter in evaluating the provisions needed to allow the person with a disability to enhance his or her quality of life. There will be particular emphasis paid to the SNT Management Team including drafting for the Trustee, Trust Protector, and Trust Advisory Committee.
Our speakers have drafted hundreds of special needs trusts and administered many more. The two are nearly complete with their Drafting Guide that will be published soon. They have further evaluated other attorney’s SNT documents and seen numerous errors. This program is designed to aid the trust drafter in evaluating the provisions needed to allow the person with a disability to enhance his or her quality of life. There will be particular emphasis paid to the SNT Management Team including drafting for the Trustee, Trust Protector, and Trust Advisory Committee.
Full Lunch Served
12:00 p.m. – 1:00 p.m.
Ann Koerner
(Fundamentals) Properly Administering SNTs Setting up Systems and Making Proper Disbursements
1:00 p.m. – 2:30 p.m.
It is critical that the SNT Trustee understand how disbursements are used to enhance the quality of life of a person with a disability. There are four main issues to decide: if the SNT Trustee makes the disbursement will it impact the beneficiaries’ public benefits; if the impact on benefits is acceptable, is the request in the best interests and for the primary benefit of the beneficiary; is the disbursement fiscally responsible and within the spending plan; if so, decide the best method to make the distribution. This program will cover a host of commonly applied situations and scenarios in which the SNT Trustee will have to decide if paying for food, shelter, vacations, or other common special needs disbursements requests.
It is critical that the SNT Trustee understand how disbursements are used to enhance the quality of life of a person with a disability. There are four main issues to decide: if the SNT Trustee makes the disbursement will it impact the beneficiaries’ public benefits; if the impact on benefits is acceptable, is the request in the best interests and for the primary benefit of the beneficiary; is the disbursement fiscally responsible and within the spending plan; if so, decide the best method to make the distribution. This program will cover a host of commonly applied situations and scenarios in which the SNT Trustee will have to decide if paying for food, shelter, vacations, or other common special needs disbursements requests.
Networking Break Visit with Exhibitors
2:30 p.m. – 3:00 p.m.
Dan Cutter
(Fundamentals) Special Needs Trust Depletion Analysis: How Long Will the Money Last?
3:00 p.m. – 4:30 p.m.
Many special needs trusts are expected to last for a beneficiary’s lifetime. For others, the objective is to simply have it last as long as possible. For those receiving a settlement, having an analysis on how long the money will last given historical or prospective spending, it is incredibly helpful when petitioning the court for a large disbursement as well as for getting buy-in from beneficiary’s with legal capacity. For families planning for their loved one, the question often asked of professionals is, "How much is enough?" This program will proviee the tools to prepare a depletion analysis, including reviewing the factors that must be considered such as calculating lifetime income from public benefits, estimating annual costs, adjusting for inflation and fluctuations in the stock market.
Many special needs trusts are expected to last for a beneficiary’s lifetime. For others, the objective is to simply have it last as long as possible. For those receiving a settlement, having an analysis on how long the money will last given historical or prospective spending, it is incredibly helpful when petitioning the court for a large disbursement as well as for getting buy-in from beneficiary’s with legal capacity. For families planning for their loved one, the question often asked of professionals is, "How much is enough?" This program will proviee the tools to prepare a depletion analysis, including reviewing the factors that must be considered such as calculating lifetime income from public benefits, estimating annual costs, adjusting for inflation and fluctuations in the stock market.
Michele Fuller
(Fundamentals) Settlement Planning for Persons with Disabilities
4:30 p.m. – 5:30 p.m.
When persons with disabilities are receiving settlement benefits, knowing what ingrediants are available to use to create the right result for the client. Michele will give a broad overview of the considerations when working with litigation counsel, the tools available, and how to combine them to create the best result for the client that meets their goals.
When persons with disabilities are receiving settlement benefits, knowing what ingrediants are available to use to create the right result for the client. Michele will give a broad overview of the considerations when working with litigation counsel, the tools available, and how to combine them to create the best result for the client that meets their goals.
Welcome Cocktail Reception
5:30 p.m. – 7:00 p.m.
Day Two
Friday, Dec. 2nd, 2022
General Sessions
Gourmet
Registration and Full Breakfast
7:30 a.m. – 8:30 a.m.
Bill Eddy
Keynote Session: Keynote: Managing High Conflict People
8:30 a.m. – 10:00 a.m.
Bill Eddy, LCSW, Esq. developed the high conflict personality theory to explain the driving forces behind people who present the most challenging behaviors. He is an expert on managing disputes involving high conflict situations and 5 high conflict personality types, including a subset of those with narcissistic, borderline, antisocial, histrionic, and paranoid personality disorders. Attendees will learn tools to identify, respond to, and manage situations which arise with High Conflict Personalities (HCP) that they can immediately implement in their practices and their lives.
Bill Eddy, LCSW, Esq. developed the high conflict personality theory to explain the driving forces behind people who present the most challenging behaviors. He is an expert on managing disputes involving high conflict situations and 5 high conflict personality types, including a subset of those with narcissistic, borderline, antisocial, histrionic, and paranoid personality disorders. Attendees will learn tools to identify, respond to, and manage situations which arise with High Conflict Personalities (HCP) that they can immediately implement in their practices and their lives.
Networking Break Visit with Exhibitors
10:00 a.m. – 10:30 a.m.
Deb Tedford
Secure Act-Retirement Planning for Persons with Disabilities
10:30 a.m. – 12:00 p.m.
Deb Tedford is an expert on taxation and is currently working on comments to IRS proposed regulations to implement the Secure Act. This course will review retirement planning for families with special needs and provide critical information for planners in light of pending changes affecting families under the Secure Act.
Deb Tedford is an expert on taxation and is currently working on comments to IRS proposed regulations to implement the Secure Act. This course will review retirement planning for families with special needs and provide critical information for planners in light of pending changes affecting families under the Secure Act.
Networking Lunch
12:00 p.m. – 1:00 p.m.
Networking Break Visit with Exhibitors
2:30 p.m. – 3:00 p.m.
Kevin Cameron
Special Needs Trust Taxation and Recent Developments
3:00 p.m. – 4:30 p.m.
Common questions arise regarding special needs trusts and how first and third party special needs trust taxation differs. Kevin will explore the two tax systems in place, grantor trusts and non-grantor trusts, the differences between them, top tips and tax savings opportunities, and review the recent changes to the tax code and how it impacts families and beneficiaries.
Common questions arise regarding special needs trusts and how first and third party special needs trust taxation differs. Kevin will explore the two tax systems in place, grantor trusts and non-grantor trusts, the differences between them, top tips and tax savings opportunities, and review the recent changes to the tax code and how it impacts families and beneficiaries.
All Speakers
Case Studies with Panelists
4:30 p.m. – 5:30 p.m.
Expert panelists will answer your burning questions
Expert panelists will answer your burning questions
Grand Prize Drawing and Thank You Esteemed Attendees, Sponsors, and Exhibitors
5:30 p.m. – 6:00 p.m.