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This seminar will cover the different strategies available to the professional when planning for a person with a disability. While special needs trusts are a primary planning tool, the professional has other options available to them including ABLE accounts, spend downs, purchase of exempt assets. Moreover, there can be unique planning issues if planning for a spouse or a family that includes multiple children with special needs. There can also be planning challenges for certain assets such as retirement accounts. This program will provide an overview of these various planning issues and some suggestions on how to properly address them.
Vincent J. Russo, Managing Shareholder of Russo Law Group, P.C., Long Island’s Signature Elder Law, Special Needs and Estate Planning Law Firm with offices in Garden City, Islandia, Lido Beach and Manhattan, New York has championed the rights of seniors and people with special needs since 1985.Vincent is a Founding Member, Fellow and Fifth President of the National Academy of Elder Law Attorneys (NAELA) and is a Founding Member and First President of the New York Chapter of NAELA. He is the only NAELA member to receive the prestigious President’s Award twice. He is also a member of the invitation only, NAELA Council of Advanced Practitioners (CAP). He is a Founding and current Chair of the NAELA Foundation (NELF) and the current Chair of the NELF Programs Committee. Vincent is a Founding Member and Past Chair of the Elder Law Section of the New York State Bar Association (NYSBA) and Co-Founder and Past Chair of the Board of ElderCounsel, LLC.Vincent is also a Member of the NYSBA Advocacy Committee on the Medicaid Budget. He is a Co-Founder of the Academy of Special Needs Planners (ASNP), Past Board Member and current President of the Guardianship Corporation of Nassau Cerebral Palsy Association and a Co-Founder of Theresa Alessandra Russo Foundation for children with special needs.
His professional achievements include an invitation to join the WHITE HOUSE 2005 Conference on Aging as an at-large delegate. This invitation followed two other major events in Washington, D.C. as a representative of NAELA: (1) Testimony before the UNITED STATES SENATE COMMITTEE ON AGING on the proposed, detrimental changes in the Medicaid Program and (2) Featured Speaker at the Policy Forum of the CATO INSTITUTE on the subject of “Medicaid and the Long Term Care Crisis.”
Kevin Urbatsch is the National Director for ASNP. He is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. In May 2011, Kevin was presented the NAELA's Presidential Recognition Award for his work in special needs planning. From 2006 to 2009, Kevin was an Attorney-Editor for CEB (the Continuing Education of the Bar) in its estate planning group. He was responsible for the quality of California's legal reference guides to other California estate planning attorneys. Special Needs Planners, a national organization of special needs planning professionals.