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