National Conference: Academy of Special Needs Planners National Conference

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National Conference

Friday, March 28, 2025 – Saturday, March 29, 2025

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Friday, March 28, 2025
Saturday, March 29, 2025

7:30 AM - 5:30 PM

Registration Desk Open

7:45 AM - 8:45 AM

Continental Breakfast

8:45 AM - 9:00 AM

Opening Remarks

9:00 AM - 10:15 AM

Recent Developments in Special Needs Planning

Josh Brothers - Brothers & Henderson, P.S.
Melanie Marmion - Fitzwater Law

10:15 AM - 10:45 AM

Break/Visit With Exhibitors

10:45 AM - 12:00 PM

Hot Mess? Trainwrecks, Troubleshooting, and Creative Solutions in Special Needs Planning

Ann Koerner - National Care Advisors
Mercy Hall - Hall Law Firm, PC
Sheila Robello - Solan, Park & Robello
Susanne Cohen - Hahn & Hahn LLP

12:00 PM - 1:15 PM

Networking Lunch

1:15 PM - 2:15 PM

Strategic Planning with ABLE Accounts: A Comprehensive Program for Advisors and Attorneys

Eric Ochmanek - ABLE today
Anne Osborn - CalABLE

2:15 PM - 2:45 PM

Dessert Break/Visit With Exhibitors

2:45 PM - 4:00 PM

Trust and Verify: Ensuring Safe Pooled Special Needs Trusts for Your Clients

Kevin Urbatsch - The Urbatsch Law Firm

4:00 PM - 4:15 PM

Break/Visit With Exhibitors

4:15 PM - 5:30 PM

Expanding Independent Living Opportunities: Leveraging SNTs, Government Benefits, and Other Resources

Terrie Varnet - Fletcher Tilton

6:00 PM - 7:30 PM
ASNP Welcome Reception

6:00 PM - 7:30 PM | ASNP Welcome Reception

8:00 AM - 9:00 AM

Continental Breakfast/Visit With Exhibitors

9:00 AM - 10:15 AM

Understanding Taxation in Special Needs Planning: Key Considerations and Strategies

Jeffrey Williamson - J. L. Williamson Law Group, LLC

10:15 AM - 10:45 AM

Break/Visit With Exhibitors

10:45 AM - 12:00 PM

Stump the Chump: Challenging Questions in Special Needs Planning

Kevin Urbatsch - The Urbatsch Law Firm

12:00 PM - 12:15 PM

Closing Remarks/Raffle Drawings

ABOUT THE ACADEMY OF SPECIAL NEEDS PLANNERS

The Academy of Special Needs Planners provides attorneys and financial professionals with the tools they need to develop their special needs planning practices and position themselves as valuable resources for families and organizations.

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