APRIL 12-14, 2018 IN LAS VEGAS, NV

CONFERENCE MATERIALS

2018 ASNP Meeting Platinum Sponsor

2018 ASNP National Conference Steering Comittee

Ray Falcon

Jessica Farinas

Scott MacDonald

Harry Margolis
Founder

Kelly Piacenti
Advisory Board

Laura Stubberud
Chair

Kevin Urbatsch
Nat. Director

Elizabeth Vincent

Marjorie Wolasky

Pre-Session

Pre-Session 1: Top Tips for Drafting the World's Best Third Party Special Needs Trusts
Speakers: Kevin Urbatsch, Michele Fuller

Boilerplate Provisions in a Special Needs Trust copy.pdf
Draft Third Party SNT copy.docx
Drafting the World's Greatest Third Party SNT copy.docx
Letter to Family Members copy.doc
Memo of Intent Guidelines copy.docx
PS1-Drafting 3d Party SNT-HOFormat.pdf
PS1-Drafting 3d Party SNT-PPT.pdf
PowerPoint Handout Drafting 3d Party SNT.pdf
Sample Memo of Intent From Client copy.pdf
Sample of Memo of Intent from Client2 copy.docx
Third Party SNT Intake copy.doc

Pre-Session 2: Basics of Supplemental Security Income (SSI) for Persons with Disabilities
Speakers: David Lillesand

PS2-00-Lillesand ASNP Pre-Session Basics of SSI-2perPage.pdf
PS2-00-Lillesand ASNP Pre-Session Basics of SSI-HOFormat.pdf
PS2-01 Lillesand BASICS - Understanding SSI.pdf
PS2-02 Lillesand 2018 Compendium of POMS related to Special Needs Practice.pdf
PS2-2018 MATRIX.pdf
PS2-Five-Step Seq Eval Process.pdf
PS2-SSA Appeals Flowchart.pdf

Pre-Session 3: Basics of Financial Planning for Persons with Disabilities
Speakers: Scott MacDonald, Ann Koerner, Kevin McGrath and Jerry Hulick

PS3-ASNP-McGrath-Koerner.pdf
PS3-Hulick.pdf
PS3-John Doe SNT Financial Goal Analysis.pdf
PS3-Life Care Planner Notes.pdf
PS3-MacDonald.pdf

Pre-Session 4: Part I of II Special Needs Planning Basics
Speakers: Vincent Russo

PS4-Special Needs Planning Basics Part I of II Outline - Final-180327JC.PDF

Pre-Session 4: Part II of II Basics of Special Needs Trust Administration
Speakers: Herb Thomas, Susan Katzen and Melissa Lader Barnhardt

SAK Handouts.zip
PS4-Basic SNT AdmGroup Final version 2 3918-2perpage.pdf
PS4-Basic SNT AdmGroup Final version 2 3918-HOFormat.pdf
PS4-Basic SNT AdmGroup Final version 2 3918.pdf

Main Program

New POMS on SNTs: Everything You Need to Know
Speakers: David Lillesand and Kenneth Brown

GS1a-Ken Brown PowerPoint with David add on ABLE - ASNP April 2018Final-2PerPg.pdf
GS1a-Ken Brown PowerPoint with David add on ABLE - ASNP April 2018Final-HOFormat.pdf
GS1b-ANALYSIS OF THE NEW 2018 ABLE POMS.pdf
GS1c-Lillesand 2018 Compendium of POMS related to Special Needs Practice-FInal.pdf
GS1d-ASNP Conference Paper April 2018-KenBrown.pdf

New POMS on SNTs: How Does It Affect Special Needs Planning
Speakers: David Lillesand

GS2-Panel Response to New POMS-Final-2perPage.pdf
GS2-Panel Response to New POMS-Final-HOFormat.pdf

Childhood Disabled Beneficiary Benefits
Speakers: Avram Sacks

GS3-Childrens Disability Benefits (ASNP - Las Vegas - 2018)-rev.pdf

Asset Protection: Are Special Needs Trust's Protected from the Beneficiary's Creditors
Speakers: Brian Steadman

GS4-ASNP POWERPOINT BRIAN K. STEADMAN.pdf
GS4-Asset Protection Outline-Steadman.pdf

How to be Gracious Without Walking on Eggshells: Seven Themes for Working with Persons with Disabilities
Speakers: Linda Fitzpatrick

GS5-P1 Disability Inclusion - Seven Themes.pdf
GS5-P2 ASPN Fitzpatrick Handout.pdf
GS5-PPT-TheSofterSideofService.pdf

National Non-Profits for Persons with Disabilities - Charitable Purpose and Ways Families Give Back
Speakers: Kelly Piacenti, Peter Berns, Brian Patchett, Louise Vetter Kari Rose Beck and Anita Porco

GS6-2018 ASNP NPO Panel v2.pdf

Ask the Experts (aka "Stump the Chump")
Moderator: Kevin Urbatsch
Experts: Kelly Piacenti, David Lillesand, Travis Finchum and more

Saturday STUMP THE CHUMPS.pdf

2018 ASNP National Meeting Bronze Exhibitors

2018 ASNP National Meeting Exhibitors

Annandale Village
Bayada Home HealthC
CommonWealth Community Trusts
Cumberland Trusts
ElderCounsel
ElderLawAnswers
Good Shepherd Fund
Guardian Trust
Krause Financial Services
Law Clerk
Mobility Support Systems, LLC
National Care Advisors
Peak Trust Company (Las Vegas)
RBC Trust Company Ltd
Secured Futures
Stephen's Place
TEAM Risk