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.