April 20th - 22th, 2023

CONFERENCE MATERIALS


2023 ASNP National Meeting Platinum Sponsor


2023 ASNP National Meeting Steering Comittee


Ann Koerner


Kelly Piacenti


Kevin Urbatsch


Josh Brothers


Daniel M Cutter


Tim Nay

Sessions

Session 1 (Part 1): Fundamentals of Public Benefits (For Special Needs Attorneys)
Speakers: Travis Finchum
Session 1 (Part 2): Drafting the Third Party SNT (For Special Needs Attorneys)
Speakers: Joshua L Brothers, Esq., AIF®
Session 2 (Part 1): Special Needs Planning Beyond Wills & Trusts (For Financial Planners)
Speakers: Cynthia R. Haddad, CFP®, ChSNC® and Alexandria (Nadworny) Dunn
Session 2 (Part 2):Financial Exploitation: What to Watch out for Your Clients (For Financial Planners)
Speakers: Diana Clark, JD, MA. and Arden O’Connor, MBA
Session 2 (Part 3): Income Tax Considerations for Those With Special Needs (For Financial Planners)
Speakers: Thomas M Brinker, Jr., JD, LLM, PFS/CPA, AEP®, ChFC®, ChSNC®
Session 3: (Part 1) Traps for the Unwary in SNT Administration (For Special Needs Attorneys)
Speakers: Michele P. (Fuller) Urbatsch. Esq.
Session 3: (Part 2) Responding to the Emergency: The Person With Disability is Receiving Assets – First Party Planning (For Special Needs Attorneys)
Speakers: Ray Falcon, Esq.
Session 4: (Part 1) Funding and Effectively Using Trusts in Special Needs Financial Planning – Current Trends and Strategies (For Financial Planners)
Speakers: Joellen Meckley, JD, MHS
Session 4: (Part 2) Housing Options and How to Finance Them (For Financial Planners)
Speakers: Crystal West Edwards, Esq.
Session 4: (Part 3) Using ABLE Accounts and Other Non-SNT Planning Options (For Financial Planners)
Speakers: Mary Rubenis and Daniel Nzouankeu
Keynote – We're Not in Kansas Anymore – Inherited IRAs After the SECURE Act & Proposed Regulations
Speakers: Craig C. Reaves, CELA
Session 2 - Practical Tips on Educating Clients and Consumers on SNT Administration
Speakers: Theresa Varnet, Esq. and Frederick M. Misilo, Jr., Esq.
Session 4 - TRENDING: Decision-Making Alternatives for Persons With Disabilities
Speakers: Daryl Cameron Every, Esq., Jonathan Gardner, Anna Krieger, Esq. and Jeffrey S. Long, Ph.D., ABPP-CN
Session 5, Part II - Next-Generation Care Planning for Persons With Disabilities
Speakers: Ann Koerner, RN, BSN, CRRN
Session 6 - Social Security Administration 2023 Update: The Good, the Bad, and the Truly Ugly in the Regs, the POMS and Regional Counsel Precedent Opinions
Speakers: David Lillesand, Esq.

2023 ASNP National Meeting Platinum Exhibitors



2023 ASNP National Meeting Silver Exhibitors


2023 ASNP National Meeting Bronze Exhibitors


2023 ASNP National Meeting Exhibitors

LEAP
WealthCounsel
ElderCounsel
Advocacy Trust
CPT Institute
The Lynch Group
Mobility Support Systems
Special Considerations
National Care Advisors
O'Connor Professional Group
Prudent Investors
True Link
Voya Cares
Wells Fargo