MARCH 23-25, 2017 IN NEW ORLEANS, LA

CONFERENCE MATERIALS


2017 ASNP Meeting Platinum Sponsor


2017 ASNP National Conference Steering Comittee


Blaine Brockman


Nancy Chudacoff


Travis Finchum
Co-chair


Elizabeth Homes


Emily Kile
Co-chair


David Lillesand


Sheila Moragas


Kevin Urbatsch
Nat. Director


Elizabeth Vincent

Pre-Session

Drafting The World's Best Special Needs Trusts
Speakers: Kevin Urbatsch, Nancy Chudacoff, Ray Falcon, Travis Finchum, Michele Fuller and Robert Mascali
  • Agenda - Drafting the World's Best SNT.docx
  • ASNP Brochure-How to Write A Memo of Intent.pdf
  • ASNP Guide to Drafting World's Best SNT.docx
  • Boilerplate Provisions in a Special Needs Trust.pdf
  • Draft Self Settled First Party SNT.docx
  • Draft Third Party SNT.docx
  • Lillesand - One Page SNT Combined with Annotations.docx
  • PowerPoint Handout - Drafting World's Best SNT.pdf
Online Marketing for Attorneys Intensive Workshop
Speaker: Conrad Saam
  • Login to download the materials from this presentation.

Main Program

Developments and Updates on Special Needs Topics: ABLE Updates, Effect of DeCambre Decision and So Much More
Speakers: Blaine Brockman
  • 01-Devlopments and Updates on SNT - Brockman.pdf
  • 01-Developments and Updates on Special Needs Topics PPT Final-Brockman.pdf
  • 01-Developments and Updates on Special Needs Topics PPT HO Fomat-Brockman.pdf
  • 01-Developments and Updates on Special Needs Topics PPT 2 Per Page-Brockman.pdf
Ethically Representing Persons with Disabilities and their Families
Speakers: Dr. Roberta Flowers and Sheila Moragas
  • 02-Ethically Representing Persons with Disabilities and their Families - Flowers and Moragas.pdf
  • 02-Ethics and the SNT PPT - 2 Per Page.pdf
  • 02-Ethics and the SNT PPT - Flowers and Moragas.pdf
  • 02-Ethics and the SNT PPT - HO Format.pdf
To SNT or Not SNT: How to Systematically Review a Client's Situation to Provide the Best Advice
Speakers: Travis Finchum and David Lillesand
  • 03-Lillesand Materials - Relevant POMS 2016.pdf
  • 03-To SNT or Not PPT - 2 Per Page.pdf
  • 03-To SNT or Not PPT - HO Format.pdf
  • 03-To Snt or Not not to SNT PPT - Lillesand and Finchum.pdf
Understanding the Issues that Arise When Persons with Disabilities Interact in Family Law Situations
Speakers: Emily Kile and Jennifer Kupiszewski
  • 04-ABA Article-KileKup.pdf
  • 04-ASNP Social Security References-KileKup.pdf
  • 04-Child Support.Adult Children.State Survey-KileKup.pdf
  • 04-Family Law and Special Needs Planning.v2 PPT - KileKup.pdf
  • 04-PPTKileKupe-2 Per Page.pdf
  • 04-PPTKileKupe-HOFormat.pdf
Taxation: Understanding Taxation Issues that Arise for Persons with Special Needs
Speakers: Vincent Russo
  • 05-ASNP TAX program PPT.pdf
SSI Update
Speakers: David Lillesand
  • 06-All States' 2016-17 Update RCC Opinions-Lillesand.pdf
  • 06-Lillesand ASNP SSI Update 2017 PPT - 2 Per Page.pdf
  • 06-Lillesand ASNP SSI Update 2017 PPT -Lillesand.pdf
  • 06-Lillesand ASNP SSI Update 2017-PPT - HO Format.pdf
  • 06-Lillesands 2016-17 Federal and State Case Law-Lillesand.pdf

2017 ASNP National Meeting Exhibitors

Good Sheperd Fund CommonWealth Community Trust
RBC Trust Company (Delaware) Limited
National Care Advisors
Wells Fargo Special Needs Trust Services
Elder Counsel
Krause Financial Services
Guardian Trust
Medivest MSP Compliance Solutions
Stewart Home & School
Eastern Point Trust Company
Team Risk Management Strategies
Western New England University
School of Law
Stephen's Place
Adaptive Specialists
First International Bank & Trust
Midland States Bank