MARCH 10-12, 2016

CONFERENCE MATERIALS


2016 ASNP Meeting Platinum Sponsor


2016 ASNP National Conference Steering Comittee


Patti Elrod Hill


Raymond Falcon


Travis Finchum
Co-chair


Emily Kile
Co-chair


Scott MacDonald


Melanie Marmion


Nancy Spain


Kevin Urbatsch
Nat. Director

Pre-Session

ABC's of Public Benefits
By David Lillesand
  • 01-Lillesand-BASICS-Understanding-SSI-2016.pdf
  • 02-Lillesand-BASICS-POMS-Relevnt-to-SN-Planning-2016.pdf
  • 03-ASNP-Lillesand-Basics-PowerPoint-2016-FINAL.pdf
  • 03-ASNP-Lillesand-Basics-PowerPoint-2016-FINAL-Notes.pdf
ABC's of Special Needs and Settlement Planning
First part taught by Kevin Urbatsch and Michele Fuller. Second part taught by Emily Kile and Patricia Elrod Hill
  • 00-Powerpoint Handout-3-slides-to-a-page.pdf
  • 00-Settlement-Planning-for-Minor-or-Adult-with-Special-NeedsPPT.pdf
  • ACA-Planning-Flowchart.pdf
  • Affordable-Care-Acts-Financial-Effect-on-Settlement-Planning.pdf
  • Chart-Comparing-SNT-with-ABLE-Account.pdf
  • d-4-A-SNT-Checklist.pdf
  • Disabilty-Needs-Evaluation.pdf
  • Evaluating-Pooled-Trust-Programs.pdf
  • Is-a-Medicare-Set-Aside-Necessary.pdf
  • No-Brainer-Distribution-List.pdf
  • Personal-Services-Contract-for-Life-SSA-Examples.pdf

Main Program

SSI Update
Speakers: David Lillesand
  • 02a-Lillesand PowerPoint-SSI UPDATE 2016-NotesFormat.pdf
  • 02a-Lillesand-PowerPoint-SSI-UPDATE2016.pdf
  • 02b-Lillesand-SSI UPDATE-Materials 1-SSI-UpdateASNP-2016.pdf
  • 02c-Lillesand-SSI-UPDATE-Materials-2-Relevant-POMS-2016.pdf
SNTs & Retirement Benefits
Speakers: Melanie Marmion
  • 03-00-Retirement-Plans-and-SNTs-PPT.pdf
  • 03-00-Retirement-Plans-and-SNTs-Tucson-Notes.pdf
  • 03-EXHIBIT-C.pdf
  • 03-EXHIBIT-D.pdf
  • 03-EXHIBIT-E.pdf
  • 03-EXHIBIT-F.pdf
  • 03-EXHIBIT-G.pdf
Recent Trends in Special Needs Planning
Speakers: Blaine Brockman
  • 04-ASNP-Master-Prest-BBrockman.pdf
Proper Use of Structured Settlement Annuities and Special Needs Trusts in Settlement Planning
Speakers: Jack Meligan, Joseph Tombs and A. Frank Johns
  • 05-ASNPSSP-Joint-Session-Questions-Asked-to-Panelists.pdf
  • 05a-SSP-and-ASNP-MANUSCRIPT-Joint-Session.pdf
  • 05-Meligan-Interview-Paper.pdf
  • 05-UAJ-Settlement-Planning-Article-Tombs-Maxwell.pdf
Identifying and Handling "Tricky Issues" in SNT Administration
Speakers: Larry Racomora
  • 06a-Tricky-issues-outline-for-ASNP-program-2016b.pdf
  • 06b-Tricky-issues-outline-for-ASNP-program-2016-ExhA.pdf

2016 ASNP National Meeting Silver Sponsor

2016 ASNP National Meeting Bronze Sponsor




2016 ASNP National Meeting Exhibitors
National Care Advisors
Medivest
Definiti Healthcare Management
Wells Fargo Special Needs Trust Services
Mobility Support Systems
The James Street Group, LLC
Midland Settlement Trust Group
Colvent Group Inc.
ARC of the US
Raising Special Kids
Guardian Trust
Commonwealth Community Trust
First International Bank & Trust
TEAM Risk Management Strategies
Client Maintenance Academy
Zia Trust, Inc.