ASNP National Conference on March 27 in Denver CO

THE 8TH ANNUAL MEETING OF THE

Academy of Special Needs Planners

Mass Mutual ASNP Platinum Sponsor
MARCH 27-29, 2014 / DENVER CO

CONFERENCE MATERIALS


2014 ASNP Meeting Platinum Sponsor


2014 ASNP National Conference Steering Comittee


Sharon Pope
Chair


Blaine Brockman


Raymond Falcon


David Lillesand


Kevin Urbatsch
Nat. Director


Theresa Varnet

Pre-Session

ABC's of Special Needs Planning Pre-Session
(Separate Registration/Fee Required)

By Kevin Urbatsch and Michele Fuller
Sponsored by Silver Sponsor MetLife
  • ASNP-ABCsOfSpecialNeedsPlanning-PreSessionAM.pptx
  • ASNP-ABCsOfSpecialNeedsPlanning-PreSessionAM-NotesPage.pdf
Building and Maintaining a Special Needs Practice Pre-Session
(Separate Registration/Fee Required)

By Kevin Urbatsch, Michele Fuller and Sharon Pope
  • ASNP-BuildingAndMaintainingASpecialNeedsPracticePreSession-PM.pptx
  • ASNP-BuildingAndMaintainingASpecialNeedsPracticePreSession-PM-NotesPage.pdf
  • Creating the Special Needs Plan.pdf
  • Marketing Tips.pdf

Main Program

Special Needs Planning and the Affordable Care Act
Moderator: Kevin Urbatsch
Speakers: Scott Solkoff, Ann Koerner and Scott MacDonald
  • 01a-Special Needs Planning and the Affordable Care Act PPT.pdf
  • 01b-ACA Flowchart as PDF Doc.pdf
  • 01c-OCTLA-- The Gavel Fall 2013.pdf
  • 01d-Medicaid-and-CHIP-Eligibility-Levels-Table_HHsize2.pdf
  • 01e-Medicaid-and-CHIP-Eligibility-Levels-Table_HHsize3.pdf
  • 01f-Medicaid-and-CHIP-Eligibility-Levels-Table_HHsize4.pdf
  • 01g-Assessment Questions - ACA-SNT Analysis.pdf
Understanding and Using SSI Regional Counsel Opinions
By David Lillesand
  • 02a-Understanding and Using SSI Regional Counsel Opinions- Lillesand.pptx
  • 02b-Understanding and Using SSI Regional Counsel Opinions- Lillesand.pdf
Update on SSI/POMS Changes and Formation of New Advocacy Committe
Nancy Martinez, Associate Commissioner of Office of Income Security
Programs (SSI) (Invited) and Theresa M. Varnet, SSI Advocates Committe Member
  • 03-Update on SSIPOMS Changes and Formation of New Advocacy Committeet v.2 (01430788)-Ice.pptx
Special Needs Planning on Housing, Food Assistance, Employment and Other Benefits
By Blaine Brockman and Patricia E. Kefalas Dudek
  • 04a-Special Needs Planning for Housing, Food Assistance, Employment and Other.pptx
  • 04b-Housing Benefits for People with Special Needs.pdf
  • 04c-Supplemental Nutrition Assistance Program-SNAP.pdf
  • 04d-End of Life Decisions, Who's Call-Dudek.pdf
  • 04d-Lange Decision-Dudek.pdf
  • 04g-The Boys in the Bunkhouse-Dudek.pdf
Special Needs: Post-Windsor Issues for LGBT Couples and Children
By Cynthia Barrett
  • 05-Special Needs Post-Windsor Issues for LGBT Couples and Children-Barrett.pdf
Best Practices for SNT Trust Administration
By Michele Fuller and Sharon Pope
  • 06a-Best Practices for SNT Trust Administration-Pope.pptx
  • 06b-Best Practices for SNT Trust Administration-Expanding Privity-Fuller.pptx
  • 06c-AFJsCommentsonNAELAsEthical Advocacy in the Future Special Needs Trust Beneficiaries as Derivative Clients.pdf
  • 06dTriangular Lawyer Relationships_ An Exploratory Analysis copy.pdf
  • 06e-An attorney's duty to non-clients-E.Cheng.pdf
  • 06f-Can Lawyers Be Sued By Non-Clients.pdf
  • 06g-ExpandingDutiesOfAttorneystoNonClients.pdf
  • 06h-Fiduciary Breach as Legal Malpractice.pdf
  • 06i-Irreconcilable Differences_ The Duty of Undivided Loyalty vs the Non Client Duty of Care.pdf
  • 06j-Privity Requirement for Attorney Liability to Non-clients.pdf
  • 06k-RepresentationsInvolvingFiduciaryEntities-WhoIsTheClient.pdf
  • 06l-The Erosion of Privity and Expansion of Lawyers' Duties.pdf
  • 06m-The Expansion of Attorney Liability to Non-Clients Under Common Law Theories copy.pdf
  • 06n-Understanding the liability risks of non-clients copy.pdf
SNT Taxation and Strategies for Maximizing Health Care
By Bradley Frigon
  • 07a-SNT Taxation and Strategies for Maximizing Health Care- Frigon.pptx
  • 07b-SNT Taxation and Strategies for Maximizing Health Care- Frigon.pdf

2014 ASNP National Meeting Gold Sponsor


2014 ASNP National Meeting Silver Sponsors


2014 ASNP National Meeting Exhibitors
ElderCounsel
ElderLawAnswers
Evolve Bank & Trust
Krause Financial Services
Midland Bank
National Care Advisors
Stewart Home School