ASNP NATIONAL MEETING

APRIL 12-14, 2018 IN LAS VEGAS, NV.
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2017 Eleventh Annual Meeting of the Academy of Special Needs Planners
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2016 Tenth Annual Meeting of the Academy of Special Needs Planners
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2015 Ninth Annual Meeting of the Academy of Special Needs Planners
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2014 Eighth Annual Meeting of the Academy of Special Needs Planners
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2013 Seventh Annual Meeting of the Academy of Special Needs Planners
SSI Basics Bootcamp
David Lillesand
  • Lillesand SSI Basics Boot Camp.pdf
The ACA Impact on SNP and Elder Law
Scott Solkoff
  • Overview of the ACA for Disability and ELAs ASNP MARCH 2013.pdf
  • The ACA and its Impact on Special Needs and Elder Law Planning PPT Solkoff.pptx
Modifying Problem Trusts into Effective SNTs When, Why, and How
Renee Lovelace
  • Modifying Problem Trusts into Effective SNTs When Why and How Lovelace.pdf
MSAs — Update and Q and A on SNT Issues at the Social Security Administration in 2013
Eric Skidmore
  • SSA_SSI TRUSTS.pptx
An Inside Look at the Jimmo vs Sebelius Medicare Settlement
Margaret Murphy
  • An Inside Look at the Jimmo vs Sebelius Medicare Settlement Murphy.pptx
SSI Update and New Social Security Strategies
David Lillesand
  • Lillesand SSI Update.pptx
  • SSI Update and New Social Security Strategies Lillesand.pdf
Medicaid Third-Party Liability Liens Post-Ahlborn
Floyd Faglie
  • CMS AHLBORN MEMO.pdf
  • wos v ema scotus.pdf
  • Medicaid Third Party Liability Liens Post Ahlborn Faglie.pdf
Settlement Planning Under Changing Conditions-Panel
Jason Lazarus
  • ANPRM LMSA.pdf
  • Bertrand.pdf
  • Bessard.pdf
  • Big R Towing Inc v Benoit et al.pdf
  • Cribb.pdf
  • Early v Carnival.pdf
  • Finke.pdf
  • Frank.pdf
  • Guidry.pdf
  • Hinsinger v Showboat Atlantic City.pdf
  • In re MARRIAGE OF CHRISTOPHER WASHKOWIAK.pdf
  • Just Law How Medicaid Coordinates with Medicare.pdf
  • Just_Law_MSAs_Administered_Article.pdf
  • LMSA CMS HQ Memo Exception.pdf
  • Reduction Methodology for Liability Medicare Set Asides.pdf
  • Schexnayder v Scottsdale Insurance.pdf
  • Sipler v Trans Am Trucking.pdf
  • Smith v Marine Terminals.pdf
  • Stalcup May 2011 LMSA Memo.pdf
Patrick Hindert
  • ASNP_Austin_2013_StlmtPlng_ReThinkingSS_PJHindert TSSG_Final.pptx
  • Hindert Supporting Handout ASNP 2013 Pope.pdf
  • Hindert Supporting Handout ASNP 2013_w_DiagCharts_HotKeys.pdf
Sharon Pope
  • Pope PPT.pptx
  • SKMBT_28313030115550 Exhibits Pope.pdf
The Anatomy of Drafting Special Needs Trusts
Panel
  • 2013ASNP Model 3rd Party.pptx
  • ASNP Model Trust Final.pdf
  • The Anatomy of Drafting Special Needs Trusts Russo.pdf
Establishing the Financial Needs of the Special Needs Beneficiary
Jerry L. Hulick
  • Establishing the Financial Needs of the Special Needs Beneficiary Hulick.ppt
Administration of SNT's - Drafting with Administration in Mind
Panel
  • Administration of SNTs Drafting with Administration in Mind.pdf
Determining a Reasonable Fee in a Murky Environment
Mary Alice Jackson
  • Determining a Reasonable Fee in a Murky Environment Jackson.pdf
  • Exhibit 2013 SNT Retainer.pdf
VIEW MATERIALS
2012 Sixth Annual Meeting of the Academy of Special Needs Planners
Session 1 — Impact Litigation
Rene Reixach
  • 1a-ImpactLitigation-Reixach.pptx
  • 1b-ImpactLitigation-Reixach.pdf
Session 2 — SSI Update
Eric Skidmore
  • 2-Update from the Social Security Administration-Skidmore.pptx
Session 3 — SSI POMS Update
David Lillisand
  • Lillesand - SSI UPDATE Materials - REVISED.pdf
  • SSI Update - 2012 - REVISED.pptx
Session 4 — MSAs — What We Know Two Years Later
Jason Lazarus
  • 4-aMSAs_What_We_Know_Two_Years_Later.pptx
  • 4-bMSAs_What_We_Know_Two_Years_Later.pdf
  • 4c-MSAs_What_We_Know_Two_Years_Later_CMS HQ Memo (Exception).pdf
  • 4-dMSAs_What_We_Know_Two_Years_Later-Liability
Session 5
There are no materials available for this session
Session 6 — Transition Planning
Materials for this session are coming soon
Session 7 — Trust Translation
Travis Finchim
  • 7a-What to Do Outline-Finchim.pdf
Kevin Urbatch
  • 7b-CA-PROFESSIONAL FIDUCIARIESACT-Urbatch.docx
  • 7b-Questions for Private Professional Trustees-Urbatsh.doc
Michele Fuller
  • 7c-DarkSideofPooledTrusts.pdf
  • 7c-Minnesota Opinion PAT Evaluation.pdf
  • 7c-Prof Kim Dayton Memo to Ohio.pdf
Session 8 — Creating the Right Plan for the Right Situation
Vincent Russo & Michael J. Amoruso, Esq.
  • 8-2012 ASNP 6th Annual Conference_Russo.pdf
Session 9 — Key Strategies for Growing Your Practice
Steve Riley
  • 9-Key Strategies for Growing your Practice-Steve Riley.pdf
Session 10 — The Impact the Affordable Care Act will Have on Our Practices
David Lillisand
  • 10-Lillesand - Impact of Affordable Care Act.pptx
  • 10-Lillesand -Impact of the Affordable Care Act - Materials.pdf
VIEW MATERIALS
2011 Fifth Annual Meeting of the Academy of Special Needs Planners
Session 1 — Diagnostic Genetic Testing and Its Implications for Our Clients
Professor Hank Greely
  • 10Lancet(2).pdf
  • 11Nature.pdf
  • ASNP3.11.11.docx
  • Session 1 Bio. Hank Greely.pdf
Session 2 — Tax Planning: IRA's
Michelle Ward
  • Session 2 Article. Michelle Ward.pdf
  • Session 2 Bio. Michelle Ward.pdf
  • Session 2 Outline. Michelle Ward.pdf
  • Session 2 PPT. Michelle Ward.pptx
Session 3 — Assessing Alternatives to the Special Needs Trust and When to Use Them
Vincent J. Russo
  • 302-Session 3 PPT.Vincent Russo.pptx
  • Session 3 Outline. Vincent Russo.pdf
  • Session 3 Speaker Bio.Vincent Russo.pdf
Session 4 — MSAs — What the Special Needs Planner Needs to Know About Qualified Settlement Funds
Robert Wood
  • Session 4 Outline. Robert Wood.pdf
  • Session 4 PPT.Robert Wood.ppt
  • Session 4 Speaker Bio.Robert Wood.pdf
Session 5 — MSA's and How They Impact Special Needs Planning
Rafael Gonzales
  • Session 5 Outline. Rafael Gonzalez.pdf
  • Session 5 Speaker Bio. Rafael Gonzalez.pdf
Session 6 — SSI Update
David Lillesand
  • Session 6 Bio. David Lillesand.pdf
  • Session 6. Part 1 2011 SSA's Three New 2010 POMS on SNTs. David Lillesand.pdf
  • Session 6. Part 2 2011 Revised Article on Overpayments with Attachments.David Lillesand.pdf
  • Session 6. Part 3 2011 SSA and Attorney's Fees in SNTs. David Lillesand.pdf
  • Session 6. Part 4.pdf
Session 7 — Setting up a Trust to Accept Donations from Community: Issues and Rules
Ruth Phelps
  • Session 7 Bio. Ruth Phelps.pdf
  • Session 7 Outline.Ruth Phelps.pdf
Session 8 — Creative Housing Solutions
Patricia Dudek
  • Session 8 Bio. Patricia Dudek.pdf
Session 9 — The New Health Care Act and its Effect on Persons with Disabilities
Cynthia Barrett
  • Session 9 Bio.Cynthia Barrett.pdf
Session 10 — Considerations When Choosing and Using Corporate Trustees: Making It Work for Your Client
David Foster Koth & Gregory Finn
  • Session 10 Outline. David Foster Koth.pdf
  • Session 10 Outline. Greg Finn.pdf
VIEW MATERIALS
2010 Fourth Annual Meeting of the Academy of Special Needs Planners
Session 1 — Deconstructing the Special Needs Trust
Professor Jeffrey Pennell
  • Boilerplate Provisions in a Special Needs Trust.pdf
Session 2 — Reconstructing the Special Needs Trust
Professor Jeffrey Pennell, Michele Fuller & Kevin Urbatsch
There are no materials available for this session
Session 3 — Not Very Special Trusts: Fixing Trusts to be Special and Pooled Trusts
Evan Krame
  • 25 Questions to Evaluate Pooled Trusts.pdf
  • Third Party Pooled Trusts.pdf
  • Not Very Special Trusts.pdf
Session 4 — MSAs — Special Needs Planning with Military or Veterans Benefits
Sanford J. Mall
  • Session 4. Sanford Mall.ppt
  • Ex 1 - DIC Information Sheet.doc
  • Ex 2 - Fact Sheet 02-01 - Instructions for Applicants (CHAMPVA).pdf
  • Ex 3 - VA Form 10-10d - Application for CHAMPVA Benefits.pdf
  • Ex 4 - VA Form 21-22a - Appointment of Individual as Claimant's Representative.pdf
  • Ex 5 - VA Form 21-534 - Application for DIC.pdf
  • Ex 6 - VA Form 21-534a - Application for DIC - Death in Service.pdf
  • Ex 7 - VA Form 21-0519C-1 - Pension Eligibility Verification Report (Child or Children).pdf
  • Ex 8 - VA Form 22-5490 - Application for Educational Assistance.pdf
  • Ex 9 - Special Needs TOC.pdf
  • Ex 10 - OGC Precedent letter 33_97 treatment of assets placed in special needs trust.pdf
  • Ex 11 - OGC Precedent letter 73_91 effect on pension eligiblity of transfer of assetsinto a trust.pdf
  • Ex 12 - CHAMPVABrochure.pdf
  • Ex 13 - CHAMPVA Inhouse Treatment Initiative Brochure.pdf
  • Ex 14 - 38 CFR 3.1 Definitions - Pension, DIC.pdf
  • Ex 15 - 38 CFR 3.5 - Dependency and Indemnity Compensation.pdf
  • Ex 16 - 38 CFR 3.7 - Individuals and groups considered to have performed active military, naval, or air service.pdf
  • Ex 17 - 38 CFR 3.10 - Dependency and indemnity compensation rate for a surviving spouse.pdf
  • Ex 18 - 38 CFR 3.12 - Character of Discharge.pdf
  • Ex 19 - 38 CFR 3.12a - Minimum active-duty service requirement.pdf
  • Ex 20 - 38 CFR 3.22 - DIC benefits for survivors of certain veterans rated totally disabled at time of death.pdf
  • Ex 21 - 38 CFR 3.25 - Parents DIC - method of payment computation.pdf
  • Ex 22 - 38 CFR 3.57 - Child - Definition.pdf
  • Ex 23 - 38 CFR 3.58 - Child adopted out of family.pdf
  • Ex 24 - 38 CFR 3.272 - Exclusions from income.pdf
  • Ex 25 - 38 CFR 3.303 - Principles relating to service connection.pdf
  • Ex 26 - 38 CFR 3.304 - Direct service connection; wartime and peacetime.pdf
  • Ex 28 - 38 CFR 3.309 - Disease subject to presumptive service connection.pdf
  • Ex 29 - 38 CFR 3.318 - Presumptive Service Connection for Amyotrophic Lateral Sclerosis.pdf
  • Ex 30 - 38 CFR 3.351 - Special monthly dependency and indemnity compensation, death compensation, pension and spouses compensation ratings.pdf
  • Ex 31 - 38 CFR 3.806 - Death gratuity; certification.pdf
  • Ex 35 - 38 CFR 14.629 - Requirments for Accredidation.pdf
  • Ex 36 - 38 CFR 14.636 - Payment of Fees for Representation.pdf
  • Ex 37 - 38 USC 1313 - Dependency and indemnity compensation to children.pdf
  • Ex 38 - 38 USC 1314 - Supplemental dependency and indemnity compensation to children.pdf
  • Ex 39 - 38 USC 1543 - Net Worth Limitation.pdf
  • Ex 40 - 38 USC 3501 - Survivors and Dependents Educational Assistance - Definitions.pdf
  • Ex 41 - 38 USC 3511 - Duration of Educational Assistance.pdf
Session 5 — Federal and State Based Litigation: Identifying Issues and Plaintiffs to Participate in Advocacy that Affects Our Clients
Patricia Harrison
  • Indispensible Tools in the Estate Planning Toolbox.pdf
VIEW MATERIALS
2009 Third Annual Meeting of the Academy of Special Needs Planners
Session 1 — The Anatomy of a Special Needs Settlement Planning (SNSP) Case
Patrick Hindert, Frank Johns & Kevin Urbatsch
  • Session 1.2 Web 2.0 Discussion.ppt
  • Hypothetical - Anatomy of a Special Needs Settlement Planning Case
  • Choosing the Right Strategy
Session 2 — Structured Settlement Annuities in Special Needs Settlement Planning
Jack Meligan & Michele Whitmore
  • Income and Estate Taxation of Structured Settlement Proceeds.ppt
  • Structured Settlement Annuities in SNSP Practice Outline
  • Using plaintiff Structured Settlement Specialists
  • Neuro Rehabilitation Article: Utilization Of The Life Care Plan In Personal Injury Litigation: Case Evaluation And Funding Design In The Catastrophic Needs Case
  • The Old Way And The Right* Way, In accordance with the principles of Justice*
  • Immediate and Annual Lump Sum Needs - Analysis
  • Annual and Cumulative Needs - Analysis
  • Funding - Analysis
Session 3 — IRC 468B Qualified Settlement Fund (QSF) Trusts
Jason Lazarus & Richard Risk
  • Qualified Settlement Funds & Structured Settlements from the Settlement Planner's Perspective.ppt
  • Integrating a Structured Settlement with a Special Needs Trust Through a Qualified Settlement Fund.ppt
  • Integrating a Structured Settlement with a Special Needs Trust Through a Qualified Settlement Fund.pdf
  • Law Journal Article: "Structured Settlements: The Ongoing Evolution from a Liability Insurer's Ploy to an Injury Victim's Boon," 36 Tulsa L.J 865 (2001)
  • Chart: QSF Sequence of Events
  • Article: "Understanding Constructive Receipt and Economic Benefit"
  • Debunking the QSF Single-Claimant Myth
  • Law Journal Article: "A Case for the Urgent Need to Clarify Tax Treatment of a Qualified Settlement Fund Created for a Single Claimant," 23 Va. Tax Rev. 639 (2004)
  • Society of Settlement Planners (SSP) "Standards of Professional Conduct for Settlement Planners"
  • News Release by SSP, March 31, 2008, on adoption of Standards of Professional Conduct for Settlement Planners
Session 4 — MSAs — Successfully Integrating SNSP With An Established Estate Planning/Elder Law Practice
Sandy Conley & Tim Nay
  • Integrating A Settlement Practice Into An Elder Law Practice Outline
  • Tort Case Initiation Information
  • Protocol Fiduciary Checklist.xls
  • Summary of Services
Session 5 — Medicare Secondary Payer (MSP) Compliance
Mark Popolizio
  • MEDICARE SET-ASIDES Understanding MSA Compliance.ppt
  • Medicare Secondary Payer (MSP) - Workers' Compensation (WC) Additional Frequently Asked Questions
  • Understanding How The Medicare Secondary Payer Statute Applies to Liability Primary Payers
Session 6 — Panel: Lien Resolution Strategies In SNSP: Medicaid, Medicare, Medical Providers and Others
William J. Browning, Mark Popolizio & Sylvius H. von Saucken
  • MEDICAID TRUST RECOVERIES & LIENS
  • Elephants in the Room: Medicare, MMSEA & Medicaid.ppt
  • Beware the ERISA Health Plan Lien
  • PROCEED WITH CAUTION: Reliance On The Mills Decision
  • Tips for Quicker Resolution of Medicare & Medicaid Reimbursement Claims
  • Sharpening Your Most Important Tool: Does Your Retainer Agreement Still Cut It?
  • One More Thing to Worry About in Your Settlements: The Medicare, Medicaid and SCHIP Extension Act of 2007
Session 7 — Panel: Marketing To the Trial Bar and Beyond
Frank Johns, Jason D. Lazarus & Kevin Urbatsch
  • Hourly Rate Retainer Agreement
  • One Phase Retainer
  • Two Phase Retainer
  • Three Phase Retainer
  • Five Phase Retainer
  • Protect Public Benefits For Your Special Needs Client
  • Marketing To the Trial Bar and Beyond.ppt
  • Special Needs Trusts: How To Keep Your Win From Becoming Your Client's Loss
VIEW MATERIALS
2008 Second Annual Meeting of the Academy of Special Needs Planners
Session 1 — Special Needs Trusts For High Net-Worth Families
Michael Gilfix
  • SNT Large Estate
Session 2 — Practical Tax Considerations Of Grantor vs. Non-Grantor Trust
Vincent J. Russo
  • Practical Tax Considerations Of Grantor vs. Non-Grantor Trust - PowerPoint
  • Letter to accountant
  • Grantor trust income tax return
  • Non-grantor trust income tax return
  • Knight case decision
Session 3 — Financial Planning For The Child With Special Needs And The Entire Family
Cynthia R. Haddad
  • Overview of Comprehensive Special Needs Financial Planning
  • Financial Planning Case Study #1 - Sample Financial Needs Analysis
  • Financial Planning Case Study #2 - Life Insurance Analysis
  • Financial Planning Case Study #3 - Special Needs Planning Consideration
Sal Salvo
  • Life Insurance - Basic Types
  • Whole Life-Basic Life Insurance Considerations
  • UL Guard 2 - Non-Qualified Policy
  • Basic Life Insurance Policy Presentation Term 5 Guaranteed
  • LEAP Systems Software
Session 4 — MSAs — Prudent Investment — Income And Principal
William Browning
  • Prudent Investment — Principal And Income
  • Exhibit A
Session 5 — Ethics, A. Frank Johns
Roberta Kemp Flowers
  • Ethics: What Is Your Responsibility?
  • Ethics With a Fiduciary - Powerpoint
  • Attorneys As Self-Appointed Fiduciaries: The Ethical Issues
Session 6 — Dealing With Difficult Beneficiaries
Patricia E. Kefalas Dudek
  • Petitioners Brief in Support of Continuation of the SNT F/B/O
Session 7 — Trusts And The Funding Of Tort Recoveries
Michele Whitmore
  • Table of Contents, Trusts and the Funding of Tort Recoveries
  • Trusts And The Funding Of Tort Recoveries
  • Funding Spreadsheet Lump Sum Needs
  • Funding Spreadsheet Annual Cumulative
  • Funding Spreadsheet
  • Neuro Rehabilitation Article: Utilization Of The Life Care Plan In Personal Injury Litigation: Case Evaluation And Funding Design In The Catastrophic Needs Case
  • Michele Whitmore, Resume
Tim Nay, Jack L. Meligan & Prof. Joseph Tombs
  • RSP Topic List
  • Registered Settlement Planner Program at TTU: An Overview
Session 8 — PI Litigation
Evan J. Krame & Diedre Dennis Wachbrit
  • Planning For The Payoff — PowerPoint
  • Planning For The Payoff
  • Practical Questions and Their Answers
Session 9 — The Top Ten Reasons Fiduciaries Get Sued: What Trustees Facing Increased Exposure To Litigation Can Do About It
Richard C. Milstein & A. Frank Johns
  • Beyond Ethics
  • Beyond Ethics - PowerPoint
Session 10 — Can The Trustee Do That? SSI Rules For Trust Administration
David J. Lillesand
  • Can I Do That? SSI Rules For Trust Administration
  • Thoughts on Supporting Healthy Dependents Using Funds from a Disabled Parent's or Spouse’s Special Needs Trust
  • Lillesand's SSI Trust Compliance Seven Step Chart for Special Needs Trust Disbursement Decisions --- DRAFT
  • "The Sole Benefit Issue" —STATUTES
  • Lillesand's SSI Trust Compliance - Seven Step Chart for Special Needs Trust Disbursement Decisions
Kenneth A. Brown
  • The Effects Of Distributions From Trusts In The Supplemental Security Income Program
Session 11 — Interaction Between Section 8 And Special Needs Trusts
Kevin Urbatsch
  • Section 8 Housing And Special Needs Trusts
  • Section 8 Housing And Special Needs Trusts - PowerPoint
VIEW MATERIALS
2007 First Annual Meeting of the Academy of Special Needs Planners
Session 1 — Advanced SNT Drafting Issues I: Tax Issues and Drafting to Hold IRAs
Vincent J. Russo
  • ASNP Conference Bio Session 1.doc
  • Session 1.2007 ASNP tax 031207.rev.ppt
  • Session 1. 2007 asnp tax article 030707.doc
Session 2 — Advanced Drafting Issues II: Care Committees, Trust Protectors and Distribution Provisions
Diedre Wachbrit & Ira Wiesner.
  • ASNP Conference Bios Session 2.doc
  • Session 2. The use of trust protectors in trust documents is becoming.doc
  • ASNP Handout Trust Provisions for March 2007 GA Conference.doc
Session 3 — Ethics and Administration of Special Needs Trusts, Pooled and Independent
Frank Johns & Patty Dudek.
  • Patti Dudek Bio 05-31-06.doc
  • Session 3 Administration and Ethical Issues When Representing Pooled Trusts.doc
Additional Material
  • Session 3. Attachmt A-Triangular Lawyer Relationships.pdf
  • Session 3. Attachmt B-Legal Ethics Applied to Initial Client.pdf
  • Session 3. Attachmt C-Arc Recommended Policy.pdf
  • Session 3. Attachmt C2-Best Practices in Pooled Trust Progra.pdf
  • Session 3. Attachmt D-Legal Ethics & SNT's.pdf
  • Session 3. Attachmt E-Come on In, the Water's Fine.pdf
  • Session 3. Attachmt F-History & Survey of Pooled Trusts.pdf
  • Session 3. Attachmt G-Preserving Public Benefits in P I Sett.pdf
  • Session 3. Attachmt H-Medicaid for New Attorneys.pdf
  • Session 3. Attachmt I-Preparing & Managing a Medicaid Case.pdf
  • Session 3. Attachmt J-Q&A Preemption & the Medicaid Act.pdf
  • Session 3. Attachmt K-Q&A 2006 Medicaid Litigation.pdf
  • Session 3. Attachmt L-Q&A Preemption and the Medicaid Act-St.pdf
  • Session 3. Attachmt M-Issue Brief-Medicaid Act.pdf
  • Session 3. Attachmt N-Medicaid Watch.pdf
  • Patti Dudek Bio 05-31-06.doc
  • Session 3. Attachmt O-Embedded.pdf
  • Session 3. Attachmt P-Status Report-Litigation Concerning Ho.pdf
  • Session 3. Attachmt Q-Sufficient Capacity.pdf
Session 4 — MSAs — Pooled Trusts: Partnering with Disability Organizations or Commercial Trustees
Susan Hartley, Martha Ford, & William Browning
  • Session 4. ASNP - Pooled Trusts in Medicaid - 3-23-07.ppt
  • Session 4. ASNPDocument 2-20-2007.doc
  • Session 4. Pooled Trusts Outline 3-2-07.doc
  • Session 4.Hartley.SNT Expenses NOT handout 2003.doc
  • Session 4.Overall Outline for Session.doc
  • Session 4.Trusts - ASNP - Ford - March 2007 (2).doc
  • Session 4SNT Allowable Expenses Handout 2006.doc
  • Session 4Will and the Way.pdf
Session 5 — New Developments in Special Needs Planning
Michael Gilfix, David Lillesand, & Kenneth A. Brown
  • ASNP Conference Bios Session 5.doc
  • Session 5. 2007 Lillesand Stone Mountain Outline.pdf
  • Session 5. ASNP Georgia March 2007.doc
  • Session 5. Ken Brown ASNP outline 2007.doc
  • Session 5. Ken Brown bio.doc
Session 6 — Planning for Personal Injury Settlements and Working with Plaintiffs' Attorneys
Carrie R. Frank
  • ASNP Conference Bios Session 6.doc
  • Session 6. Age Rating Results.pdf
  • Session 6. Annuity Pricing Comparison.pdf
  • Session 6. CRF Academy of Special Needs Speech attachment.tif
  • Session 6. Initial Client Action Proposal.pdf
  • Session 6. Neurolaw Utilization of LCP expanded.pdf
  • Session 6. Settlement Agreement - To QSF.pdf
  • Session 6. Settlement Agreement - Traditional Structure.pdf
  • Session 6.Client Action Proposal Comparison at Various Recov.pdf
  • Session 6. QA Example Plaintiff Friendly Highlights.pdf
  • 060303(1) Petition to establish QSF.doc
  • 060303(2) QSF.doc
  • 060303(3) Order re Petition to establish QSF.doc
  • 060519 Pltffs Mot Dism Medicaid & Medicare Liens_USDC #273.pdf
  • 070309 Acad of Spec Needs Planners Presentation Notes.doc
  • 070309 Special Needs Planners Checklist.doc
Session 7 — Medicare and Medicaid Liens and Medicare Set-Aside Trusts
John Campbell
  • ASNP Conference Bios Session 7.doc
  • Session 7. ClaimsLiens&MSAs.doc
  • Session 7.Campbell.Outline.doc
  • Session 7.Claims,Liens&MSAs.ppt