April 16-24, 2020 ONLINE

CONFERENCE MATERIALS

2020 ASNP Virtual Meeting Platinum Sponsor

2020 ASNP Virtual Meeting Steering Comittee

Tom Begley, III
Co-Chair

Pat Bergmaier

Elizabeth Homes

Harry Margolis
Founder

Kelly Piacenti

Aimee Rudman
Co-Chair

Nancy Spain

Kevin Urbatsch
Nat. Director

Theresa Varnet

Marjorie Wolasky

Pre-Session

Pre-session 1: Planning a 3-Person Retirement
Speakers: Pat Bergmaier and Jamie Hopkins

PS1-1-Planning+a+3-Person+Retirement-HopkinsBergmaier-HOFormat.pdf

Pre-session 1: Tax Overview with a Focus on the Medical Expense Deduction for Families Caring for Individuals with Special Needs
Speakers: Thomas Brinker

PS1-2-MedicalExpensesinSNP-BrinkerFinalASNP+TMB-HOFormat.pdf

Pre-session 1: Special Needs Financial Professional Panel
Speakers: Matt Stagner, Voya Financial, Robert Johnston, MassMutual, Pat Bergmaier, Penn Mutual, Branden Sacks, Merrill Lynch, Robert Mascali, Esq.

PS1-3-2020+ASNP-PPT-Panel+Session-Kelly+Piacenti.pdf

Pre-session 1: Estate Planning and Digital Assets
Speakers: Robert Mascali, Esq.

PS1-4-EstatePlanningDigitalAssets-Mascali-HOFormat.pdf

Pre-session 1: How to Evaluate Financial Planners
Speakers: Kelly Piacenti and Jerry Hulick

PS1-5-HowToEvaluateFinancialPlanners-HOFormat.pdf

Pre-session 1: Special Needs Planning Integration with Veterans Benefits
Speakers: Richard L. Newman

PS1-6aVeterans+Benefits+and+Special+Needs+Planning-PPTHOFormat.pdf
PS1-6bVeterans+Benefits+and+Special+Needs+Planning-Outline.pdf
PS1-6c-Exhibit+A.pdf
PS1-6dExhibit+B.pdf
PS1-6e-Veterans+Disability+Compensation+Rates+Websites.pdf

Pre-session 2: Fundamentals of Public Benefits for Persons with Disabilities
Speakers: Theresa Varnet and Travis Finchum

PS2-ASNP-2020+PS2-ASNPTemplateFinal-HOFormat.pdf

Pre-session 3: Drafting the World’s Greatest Third-Party Special Needs Trust
Speakers: Michele Fuller and Kevin Urbatsch

PS3-ASNP's+Guide+to+Drafting+World's+Best+SNT.docx
PS3-Drafting+World's+Greatest+3rd+Party+SNT.pdf
PS3-Letter+to+Family+Members.doc
PS3-Memo+of+Intent+Guidelines.docx
PS3-Pennell's+Article+-+Boilerplate+Provisions+in+a+Special+Needs+Trust.pdf
PS3-SSA+Funding+Letter.doc
PS3-Sample+Memo+of+Intent+From+Client.pdf
PS3-Sample+of+Memo+of+Intent+from+Client2.docx

Pre-session 4: Avoiding Common Pitfalls During SNT Administration
Speakers: Richard L. Newman

PS4-02-20+Avoiding+Common+Pitfalls+in+Trust+Administration.finalASNPTemplate-HOFormat.pdf

Pre-session 5: Appealing the Adverse SSA Decision on Special Needs Trusts
Speakers: David Lillesand and Kevin Urbatsch

PS5-+Lillesand+-+Appealing-HOFormat.pdf
PS5-Lillesand+Final+Written+Materials.pdf

Session 1: Understanding of POMS New and Old
Speakers: Ken Brown

GS1-2020+ASNP+Conference+Materials+-+Brown.pdf
GS1-ASNP-2020+Brown+SSI+Update+-HOFormat.pdf

Session 2: Understanding Medicare Set Aside Arrangements (MSAs) for Persons with Disabilities
Speakers: Joe Anderson

GS2-2020+LMSP+Medivest+ASNP-Anderson-HOFormat.pdf

Session 3: Fixing the Defective Special Needs Trust by Using a State’s Decanting or Modification Laws
Speakers: Amy Fanzlaw

GS3-ASNP+Fixing+Defective+SNTs.pdf
GS3-Fixing+Defective+SNTs+-+ASNP+2020+-+Fanzlaw-PPTHOFormat.pdf

Session 4: Professionally Traversing the Intersection Between Special Needs and Family Law Issues
Speakers: Emily Kile

GS4-ASNP+COLA+Fact+Sheet.pdf
GS4-ASNP+Social+Security+References+(1).pdf
GS4-Child+Support+Laws+-+links.pdf
GS4-Traversing+the+Intersection+Between+Special+Needs+and+Family+Law-PPTHOFormat.pdf

Session 5: Advanced Strategies for Enhancing Person with Disabilities’ Quality of Life
Speakers: Michael Gilfix and Mark Gilfix

GS5-Gilfix+Russo+Quality+of+Life-HOFormat.pdf
GS5-Seminar+covid.pdf

Session 6: Taxation of Persons with Disabilities: Knowing the Rules to Help Your Clients
Speakers: Thomas Brinker

GS6-2020+ASNP+Financing+SNP+Webinar+FINAL-BrinkerASNPPPT-HOFormat.pdf
GS6-2020+MM+Tax+Saving++Financing+Opportunites+for+Medical+Expenses.pdf
GS6-Brinker+Tax+Checklist+2019-20+with+Page+Border+EXT.CARES+Update.pdf

Session 7: SECURE Act and Special Needs Planning: The Latest Updates
Speakers: Melanie Marmion

GS7-The+Secure+Act-PPTHOFormat.pdf

2020 ASNP Virtual Meeting Sponsors