THE 9TH ANNUAL MEETING OF THE

Academy of Special
Needs Planners

CHARLOTTE, NC

MARCH 26-28, 2015

CONFERENCE MATERIALS


2015 ASNP Meeting Platinum Sponsor


2015 ASNP National Conference Steering Comittee


Raymond Falcon
Chair

Patti Elrod Hill

Nancy Chudacoff

David Lillesand

Ron Morton

Sharon Pope

Kevin Urbatsch
Nat. Director

Pre-Session

Essentials of SNT Administration and Advising the Special Needs Trustee
By Sharon Pope, Kevin Urbatsch, Travis Finchum, Ron Morton, James Rooney, Michele Fuller & Herb Thomas
  • I-Public-Benefits-and-Types-of-SNTs.pptx
  • II-Best-Practices-Making-SNT-Distributions.pptx
  • III-Specific-SNT-Distributions-Effect-on-Benefits.pptx
  • IV-SNT-Investments-and-Budgeting.pptx
  • V-Protecting-the-SNT-Trustee.pptx
  • 01-List-of-Exhibits-PFAC-Trust-Review-Process.docx
  • List-of-Exhibits-PFAC-Trust-Review-Process.docx
  • A-SNT-Budget-Intake-Form.docx
  • Agenda-Precursor-Administering-the-Special-Needs-Trust.docx
  • B-14-Step-Checklist-to-Begin-Administration.docx
  • C-First-Party-SNT-Summary-Cover-Sheet-Pink Sheet.doc
  • D-Third-Party-SNT-Summary-Cover-Sheet-Yellow Sheet.docx
  • E-Checklist-New-SNT-Administration-Intake.docx
  • F-Third-Party-SNT-Distribution-Request-Form.docx
  • G-First-Party-SNT-Distribution-Request-Form.docx
  • H-Automobile-Agreement.docx
  • I-Checklist-for-Hiring-a-Financial-Advisor.docx
  • J-Lillesands-SSI-Recipient-SNT-Distribution-Flowchart.doc
  • K-Checklist-SNT-Benficiarys-Public-Benefits.docx
  • L-Snapshot-SNT-Summary-for-Multiple-SNTs.xlsx
  • M-SSA-Reporting-Requirements.docx
  • N-Checklist-First-Party-SNT-Termination.doc
  • O-Checklist-Third-Party-SNT-Termination.doc
  • P-Accounting-Cover-Letter-to-SNT-Beneficiary-California-Specific.docx
  • Q-Sample-Caregiver-Timesheet-and-Log.docx
  • R-Chart-California-Laws-on-Trustee-Duties.doc
  • S-List-of-Helpful-SNT-Administration-Website.docx
  • T-List-of-SNT-Permissible-Distributions-No-Brainer-List.doc
  • U-Sample-Job-Description-Assistant-Trust-Administrator.docx
  • V-Article-Urbatsch-Fuller-Traps-for-the-Unwary-During-SNT-Administration.pdf
  • W-Article-Morgan-Stanley-What-Responsibilties-Does-a-Trustee-Have.pdf
  • X-Sharon-Popes-14-Step-SNT-Administration-Roadmap.pdf
  • Y-Flowchart-Morgan-Stanley-Trustee-Advisor.pdf
  • Z-Article-Morgan-Stanley-What-Rules-Apply-to-Inherited-IRAs.pdf
  • Z1-15 Reasons-Why-Its-Hard-To-Get-Along-With-Special-Needs-Parents.docx
  • Z2-Customer-Service-Tips-for-Persons-with-Disabilities.docx
  • Z3-Book-Ad-Learning-to-Deal-With-Difficult-People.docx
  • Z4-Advice-to-Trustees-Get-Along-with-Beneficiaries.docx
  • Z5-Handout-How-to-Be-a-Better-Beneficiary.docx
  • Z6-Letter-of-Intent-for-Self.pdf
  • Z7-New-Client-Trust-Orientation-Meeting-Agenda-ASNP.pdf
  • Z8-Your-Trust-Team.pdf

Main Program

Childhood Disabled Beneficiary Benefits (aka) Disabled Adult Child
Recognizing It, Understanding It, and Planning for It
Speakers: Avram Sacks
  • GS1-Childrens-Disability-Benefits.pdf
Family Law Issues for a Child or Spouse with Special Needs How Public Benefits and Support Can Coexist
Speakers: Janet Lowder
  • GS2-Family-Law-Issues-for-a-Child-or-Spouse-with-Special-Needs-Lowder.pptx
  • GS2-Family-Law-Issues-for-a-Child-or-Spouse-with-Special-Needs-new.pdf
Identifying Tax Traps and Financing Nuances for Families with Special Needs Children
Speakers: Thomas Brinker and Vincent Russo
  • GS3a-Identifying-Tax-Traps-and-Financing-Nuances-for-Families-with-Special-Needs-Children-Brinker.ppt
  • GS3b-Identifying-Tax-Traps-and-Financing-Nuances-for-Families-with-Special-Needs-Children-Brinker.pdf
  • GS3c-Identifying-Tax-Traps-and-Financing-Nuances-for-Families-with-Special-Needs-Children-Checklist-Brinker.pdf
  • GS3-Identifying-Tax-Traps-and-Financing-Nuances-for-Families-with-Special-Needs-Children-Russo.pdf
  • GS3-Identifying-Tax-Traps-and-Financing-Nuances-for-Families-with-Special-Needs-Children-Russo.ppt
SSA's New Trust Guide Efficient and Helpful Friend, Misguided Maze, or Something Else
Speakers: Terrie Varnet and Fred Misilo
  • GS4a-SSAs-New-Trust-Guide.pptx
  • GS4b-SSA-Emergency-Message.pdf
  • GS4c-Cover-letter-to-SSA.pdf
  • GS4d-Fact-Guide-for-National-Trust-Training.pdf
  • GS4e-SSI-Request-for-Reconsideration-for-Child-Support-Assignment.pdf
  • GS4f-Vaida-vs-Vaida.pdf
  • GS4g-Draper-vs-SSA.pdf
Leaving Retirement Benefits to Persons with Special Needs
Speakers: Larry Racomora
  • GS5a-LeavingRetirementBenefitsToPersonswithSpecialNeeds-Rocamora.pptx
  • GS5b-LeavingRetirementBenefitsToPersonswithSpecialNeeds-Rocamora.pdf
Understanding the ABLE and the Disable Military Child Protection Act
Speakers: Terrie Varnet and Nancy Chudacoff
  • SatBkfst-ABLE-and-Disabled-Military-Act.pptx
The Affordable Care Act One Year Later Has Settlement Planning and Special Needs Planning Changed Forever?
Speakers: Scott Solkoff and Ann Koerner
Supplemental Materials
By David Lillesand
  • x-RCC-Update-2014-2015-Opinions-by-STATE-Lillesand.pdf
  • x-Summary-of-Issues-in-Update-of-SSA-Regional-Chief-Counsel-Precedents-Lillesand.pdf

2015 ASNP National Meeting Gold Sponsor


2015 ASNP National Meeting Exhibitors
CommonWealth Community Trust
ElderCounsel
ElderLawAnswers
FSG Bank
GuardianTrust
Krause Financial Services
Medivest
Mobility Support Systems
National Care Advisors
Secured Futures
Stewart Home School
TrueLink Financial
Wells Fargo

ElderLaw Answers

Provides attorneys with the tools they need to develop their special needs practice and position themselves as a valuable resource for local families and organizations.

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