Presessions: Academy of Special Needs Planners National Conference

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- National Conference
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Presessions

Thursday, March 27, 2025

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Attorney-Focused Presessions

7:30 AM - 5:00 PM

Registration Desk Open

8:30 AM - 10:00 AM

Fundamentals of Public Benefits for Persons with Disabilities

Ellen Cookman - Cookman Law P.C.

10:00 AM - 10:30 AM

10:30 AM - 12:00 PM

Holistic Strategies for Drafting Third-Party Special Needs Trusts

Cynthia Cox - Cox Law Group

12:00 PM - 1:30 PM

1:30 PM - 3:00 PM

Strategies for Safeguarding Public Benefits When Special Needs Client Has Assets

Josh Brothers - Brothers & Henderson, P.S.

3:00 PM - 3:30 PM

3:30 PM - 5:00 PM

Mastering Special Needs Trust Administration: Key Tips and Common Pitfalls

Aurora Basa - Wells Fargo

Financial Planner-Focused Presessions

7:30 AM - 5:00 PM

Registration Desk Open

8:30 AM - 10:00 AM

Collaborative Special Needs Planning: Integrating the Financial Advisor, Attorney, and Fiduciary for Comprehensive Care

Kelly Piacenti - MassMutual SpecialCare
Jerry Hulick - MassMutual
Fred Misilo - Fletcher Tilton
Jeff Vistica - Vistica Wealth Advisors

10:00 AM - 10:30 AM

10:30 AM - 12:00 PM

Building a Secure Future: Structuring Financial Plans for Special Needs Beneficiaries

Daniel Cutter - Merrill Lynch Wealth Management
Joel Weissler - Weissler Law Group
Benjamin Howarth
Ann Koerner - National Care Advisors

12:00 PM - 1:30 PM

1:30 PM - 3:00 PM

Income Tax Planning for Special Needs Families: Medical Expense Deductions, Credits, and Financing Strategies

Thomas M. Brinker - Arcadia University

3:00 PM - 3:30 PM

3:30 PM - 5:00 PM

Growing Your Special Needs Financial Planning Practice: Key Strategies for Success

Donovan Filpi - Merrill Lynch
Alicia Langford - Abeona Group
Mike Walther - Oak Wealth Advisors

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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