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33 North Dearborn Street, Suite 2220
Chicago, IL 60602
(312) 220-9112


Transition Summit
Hosted by: Connect to Community
April 18, 2020 from 9:00 a.m. to 3:00 p.m.

Various presenters

Nancy Spain’s presentation will include: an overview of special needs trusts, identifying the various types of special needs trusts and when to use each type; how and when to establish a Special Needs Trust; funding and administration; and how ABLE Accounts can enhance the benefit of a Special Needs trust

Additional details regarding venue and registration to come.


Evaluating Guardianship and other Assisted Decision-Making Alternatives
Hosted by: Oak Wealth Advisors

May 14, 2020, 5:00 p.m. to 6:30 p.m.

Von Steuben Metropolitan Science Center
Von Steuben Social Room
5039 North Kimball Avenue
Chicago IL 

Presenters: Mike Walthers (Oak Wealth Advisors), and
Nancy M. Spain J.D. (Spain, Spain & Varnet P.C.)

The options for assisted decision-making for those with special needs can be confusing, costly, and overwhelming for parents and caregivers. Oak Wealth Advisors‘, Mike Walther, along with Nancy Spain, a special needs estate planning and guardianship attorney from Spain, Spain and Varnet with decades of experience, will help families compare their options so that they can be confident in making the best decision for their loved one.

RSVP by May 7th to Jen Cook

Click here for more information and how to register

New Retirement Law Changes Special Needs Planning
As 2019 drew to a close, Congress passed a spending bill that includes significant changes to retirement savings accounts. For families with special needs members, these changes will have an impact on estate planning.

Congress Reverses Recent Changes to the Kiddie Tax
The same end-of-year bill that made major changes to retirement savings accounts also includes significant tax changes for people with assets in a special needs trust for a minor.

Social Security Payments Rise Slightly for 2020
This year's cost-of-living increase for Supplemental Security Income and Social Security Disability Insurance recipients is just 1.6 percent, a sharp drop from last year's 2.8 percent increase.

Proposed Rule Could Make Proving Housing Discrimination Against Those with Disabilities Harder
It could soon be significantly more difficult for people with disabilities to pursue discrimination claims under the Fair Housing Act if new federal regulations take effect.

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