Click on the dates below to find the speaker materials for that day.

Attorney-Focused Pre-Sessions

8:30 AM - 10:00 AM
Fundamentals of Public Benefits for Persons with Disabilities
Allison Schaberg

10:30 AM - 12:00 PM
Top Tips in Drafting Third Party SNTs
Kevin Urbatsch

1:30 PM - 3:00 PM
Best Practices in SNT Administration
Nancy Sosa, Melissa Piña, Anna Méndez

3:30 PM - 5:00 PM
First Party Planning: Using (d)(4)(A) SNTs, Pooled SNTs and ABLE
Alison Packard

Financial Planner-Focused Pre-Sessions

8:30 AM - 10:00 AM
Nuts and Bolts of Structuring a Financial Plan for a Special Needs Beneficiary
Cynthia Haddad

10:30 AM - 12:00 PM
Increasing Tax Awareness - Who is a Dependent, and Does the Kiddie Tax Apply?
Thomas M. Brinker

1:30 PM - 3:00 PM
Building and Maintaining a Special Needs Financial Planning Practice
Daniel Cutter, Kacy Seitz, Bryan Smith

  • Materials not provided

3:30 PM - 5:00 PM
Working with the Special Needs Planning Team
Curtis Klieger, Cody Sutton

National Conference

9:00 AM - 10:15 AM
Leaving Retirement Assets to Persons with Disabilities
Melanie Marmion

10:45 AM - 12:00 PM
Pooled Special Needs Trusts: Evaluating the Different Programs
Renèe Colwill Lovelace

1:15 PM - 2:15 PM
Section 8 after HOTMA for Persons with Disabilities
Blaine Brockman

2:45 PM - 3:45 PM
Divorce, Child Support, and Spousal Maintenance With Special Needs Family Members
Emily Kile

4:00 PM - 5:30 PM
Recent Developments in Special Needs Planning: Case Law and Legislative Updates
Kevin Urbatsch, Josh Brothers

Doan Case Pleadings

National Conference

9:00 AM - 10:15 AM
Maximizing Benefits, Hiring Appropriate Care Givers, and other Practical Advice
Ann Koerner, Cheryl Severson

10:45 AM - 12:00 PM
Stump the Chump
Kevin Urbatsch

  • Materials not provided