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
Ellen Cookman

10:30 AM - 12:00 PM
Holistic Strategies for Drafting Third-Party Special Needs Trusts
Cynthia R. Cox

1:30 PM - 3:00 PM
Strategies for Safeguarding Public Benefits When a Special Needs Client Has Assets
Joshua L. Brothers

3:30 PM - 5:00 PM
Mastering Special Needs Trust Administration: Key Tips and Common Pitfalls
Aurora L. Basa, Chantelle Walsh

Financial Planner-Focused Pre-Sessions

8:30 AM - 10:00 AM
Collaborative Special Needs Planning: Integrating the Financial Advisor, Attorney, and Fiduciary for Comprehensive Care
Jerry L. Hulick, Frederick M. Misilo, Jeff Vistica

10:30 AM - 12:00 PM
Building a Secure Future: Structuring Financial Plans for Special Needs Beneficiaries
Daniel Cutter, Joel Weissler, Benjamin M. Howarth, Ann Koerner

1:30 PM - 3:00 PM
Income Tax Planning for Special Needs Families: Medical Expense Deductions, Credits, and Financing Strategies
Thomas M. Brinker

3:30 PM - 5:00 PM
Growing Your Special Needs Financial Planning Practice: Key Strategies for Success
Alisha Langford, Mike Walther, Daniel Cutter

National Conference

9:00 AM - 10:15 AM
Recent Developments in Special Needs Planning
Joshua L. Brothers, Christopher Ray

10:45 AM - 12:00 PM
Hot Mess? Trainwrecks, Troubleshooting, and Creative Solutions in Special Needs Planning
Ann Koerner, Mercy Hall, Sheila Robello, Susanne Cohen

Handouts

1:15 PM - 2:15 PM
Strategic Planning with ABLE Accounts: A Comprehensive Program for Advisors and Attorneys
Eric Ochmanek, Anne Osborne 

2:45 PM - 4:00 PM
Trust and Verify: Ensuring Safe Pooled Special Needs Trusts for Your Clients
Kevin Urbatsch

Evaluation Tools

Form 990 - Centers of SN Administration (zip file)

Form 990 - CPT Institute (zip file)

Form 990 - Secured Alliance (zip file)

Pooled SNT - Best Practice Guidelines (zip file)

4:15 PM - 5:30 PM
Expanding Independent Living Opportunities: Leveraging SNTs, Government Benefits, and Other Resources
Terrie Varnet

National Conference

9:00 AM - 10:15 AM
Understanding Taxation in Special Needs Planning: Key Considerations and Strategies
Jeffrey Williamson

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

  • Materials not provided