National Conference: 2026 Academy of Special Needs Planners National Conference

Event Information
Agenda
- Presessions
- National Conference
Speakers
Sponsors & Exhibitors
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National Conference

Thursday, April 30, and Friday, May 1, 2026

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Thursday, April 30
Friday, May 1

Agenda

7:30 AM - 5:30 PM

Registration Desk Open

7:45 AM - 8:45 AM

8:45 AM - 9:00 AM

Opening Remarks

9:00 AM - 10:15 AM

Medicaid Under Fire: The Impact of $1 Trillion in Cuts on SNT Beneficiaries

Erin Prangley - National Association of Councils on Developmental Disabilities

10:15 AM - 10:45 AM

Break – Visit With Exhibitors

10:45 AM - 12:00 PM

When SSA Gets It Wrong: Challenging Social Security Denials

David Lillesand - The Hitchcock Law Group

12:00 PM - 1:15 PM

Networking Lunch

1:15 PM - 2:15 PM

ABLE Accounts in Advanced Planning: Strategies, Policy Updates, and Real-World Integration

Eric Ochmanek - National Association of State Treasurers - ABLE today
Jerry Hulick - MassMutual SpecialCare

2:15 PM - 2:45 PM

Break – Visit With Exhibitors

2:45 PM - 4:00 PM

Crossing Borders: How State Variations in Public Benefits Impact Planning

Kevin Urbatsch - The Urbatsch Law Firm, P.C.
Eiszel Le - National Care Advisors

4:00 PM - 4:15 PM

Break – Visit With Exhibitors

4:15 PM - 5:30 PM

Wealth Without a Plan: High-Net-Worth Case Study in Special Needs Planning

Ann Koerner - National Care Advisors
Kacy Seitz - Whole Story Planning
Michele Fuller - Michigan Law Center PLLC

8:00 AM - 9:00 AM

9:00 AM - 10:15 AM

Revenue Rulings Every Special Needs Planner Should Know

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: Your Questions, Answered

Kevin Urbatsch - The Urbatsch Law Firm, P.C.

12:00 PM - 12:15 PM

Grand Prize Drawing and Thank You Esteemed Attendees, Sponsors, and Exhibitors

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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