MAY 2-4, 2019 IN CHICAGO, IL

CONFERENCE MATERIALS

2019 ASNP Meeting Platinum Sponsor

2019 ASNP National Conference Steering Comittee

Blaine Brockman

Nancy Fisher Chudacoff

Harry Margolis
Founder

Melanie Marmion

Kevin McGrath

Nancy Spain
Co-Chair

Kevin Urbatsch
Nat. Director

Theresa Varnet
Co-Chair

Mike Walther

Pre-Session

Pre-Session 1: Part I of II: Basics of Supplemental Security Income (SSI) for Persons with Disabilities
Speakers: David Lillesand

PS1-Pt1-2019+ASNP+Lillesand+Pre-Session+Basics+of+SSI-PPT.pdf
PS1C-Lillesand+BASICS+-+Understanding+SSI.pdf
PS1D-2019+MATRIX+COLOR.pdf
PS1a-Five-Step+Seq+Eval+Process.pdf
PS1b-SSA+Appeals+Flowchart.pdf

Pre-session 1: Part II of II: Basics of Special Needs Planning
Speakers: Nancy Fisher Chudacoff, Esq.

xASNP-conf-2019-PS1-Part2PPT-NFC.pdf
zPS1-Pt2-Thu02May-Basics+of+SNP-OutlineNFC1.pdf

Pre-session 2: Financial Planning for Persons with Disabilities
Speakers: Jerry Hulick, Kevin McGrath, CFP®, ChSNC® Kelly Piacenti and and Michael C Walther, II, CPA/PFS, CFP®

01-PS2-Walther-+ASNP+2019+Conference+Presentation+May+2+2019.pdf
01b-2019+SPECIAL+NEEDS+ADVISORY+-+Top+10+Special+Needs+Planning+Mistakes.pdf
01c-2019+SPECIAL+NEEDS+ADVISORY+-+Top+10+Special+Needs+Planning+Tips.pdf
01d-Special+Needs+Acronyms+2019.pdf
01eUnderstanding+Public+Benefits.pdf
02a-The+Gift-McGrath.pdf
02b-How-to-Write-A-Memorandum-of-Intent.pdf
02c-Your+Financial+and+Personal+Information+Document.pdf
03-ASNP+Conference+2019+-+Piacenti-Hulick.pdf

Pre-session 3: Special Needs Trust Administration: How the New 2018 POMS Changes SNT Administration
Speakers: Erin Boerschel, Dan Cutter, Herb Thomas, Michele Fuller, Esq., and Kevin Urbatsch, Esq.

01+new++200-203+FINAL+SNT+2018++POMS+with+TOC.pdf
02+new+200+POMS+showing+subtantive+additions+deletions.pdf
03+new+201+POMS+showing+substantive+additions+deletions.pdf
04+new++202+POMS+showing+substantive+additions+deletions.pdf
05+new++203+POMS+showing+substantive+additions+deletions.pdf
06+new+ABLE+POMS+showing+substantive+additions+deletions.pdf
AA+-+Agenda+SNT+Administration.pdf
AB+-+Beneficiary+Reimbursement+Form.pdf
AC+-+Beneficiary+Handout+-+How+to+Use+Our+Services+-+Pink+(2).docx
AD+-+Beneficiary+Disbursement+Request+Form.docx
AE+-+Automobile+Agreement.docx
AF+-+SSA+Reporting+Requirements.docx
AG+-+Purchasing+a+Home+Procedure.docx
Handout+PowerPoint+-+SNT+Administration.pdf
SNT+Admin+Basics+-+ASNP+Program.pptx

Main Program

Session 1: Recent Developments in Social Security Law Concerning Special Needs Planning
Speakers: David Lillesand, Esq.

GS1a-Lillesand.ASNP.CHI.-.SSI.Update-PPT.pdf
GS1b-Lillesand.Compendium.of.New.2018.POMS.with.TOC.pdf
GS1c-Lillesand.SSI.Update.Materials.for.ASNP.CHI.2019.pdf
GS1d-One.Page.d4A.SNT.without.Annotations.pdf

Session 2: New Developments and Creative Strategies in Using ABLE Accounts
Speakers: Blaine Brockman, Esq., Kevin McGrath CFP®, ChSNC® and Michael C Walther, II, CPA/PFS, CFP®

GS2-ABLE.Account.Comparison.for.All.States.May.2019-Walther.pdf

Session 3: Exploring the Rubik’s Cube of Tax Issues in 3rd Party Special Needs Planning
Speakers: Melanie Marmion, Esq.

GS3-ExploringRubiksCubeofTaxIssues3rdPartySNPsPPT.pdf

Session 4: Case Studies for Coordinating Public Benefits and Private Funds for a Higher Quality of Life
Speakers: Ann Koerner, RN, BSN, CRRN

GS4-Public-Private.Collaboration.FinalPPT.pdf
GS4-Resources.-.ASNP.2019.pdf
GS4-Social.Security.-.The.Red.Book.-.What.s.New.In.2019.pdf
GS4-The.Red.Book.2018.pdf

Session 5: Putting it All Together: Special Needs Case Study Issue Spotting and Resolving
Speakers: Terrie Varnet Esq., Melanie Marmion, Esq., Cynthia Haddad, CFP, Nancy Fisher Chudacoff, Esq.

GS5-Issue.Spotting.Presentation.NFC.rev.with.Edits.v3.CRHPPT.pdf

Session 6: Assisting in Finding (Their) Desired Housing Solutions
Speakers: Jackie Eddy, Ann Sickon and Terrie Varnet, Esq.

GS6-Sat04May-Assisting.in.Finding.Desired.Housing.Solutions.pdf

Session 7: Ask the Experts (aka "Stump the Chump") / Closing Remarks
Moderator: Kevin Urbatsch

2019 ASNP National Meeting Bronze Exhibitors

2019 ASNP National Meeting Exhibitors

Annandale Village
Comerica Bank
Commonwealth Community Trust
ElderCounsel
Flying Angels
Guardian Trust
Krause Financial Services
Life's Plan Inc.
Medivest Benefit Advisors, Inc.
Midland Trust Company
Midwest Special Needs Trust
Mobility Support Systems
National Care Advisors
Secured Alliance
Stephen’s Place
Team Risk Management Strategy
Wells Fargo Special Needs Trust Services