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2nd Annual Special Needs Institute

This program will assist attorneys representing individuals with special needs and their families by providing cutting-edge information about the ABLE Act and practice tips on topics such as special needs trusts, government benefit and waiver programs, and guardianships.
  • Credits: 5.50 General, 1.00 Professional Responsibility
  • Product ID: P9016-17U
  • Original Program Date: 9/26/2017
  • Formats:
    • DVD
    • Online On-Demand
    • Webcast
    • Simulcast
    • Live Event


Tuesday, September 26, 2017
Sheraton Lisle Hotel and Springfield Simulcast and Live Webcast  

8:40                              Welcoming Announcements

8:45 – 9:15                    Introduction to the Topic: Special Needs Planning is NOT just Special Needs Trusts
What is special needs planning? What’s included? What should you expect from this program?
                                                Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove,
                                              Program Moderator

9:15 – 10:15                     Updates to Government Benefit Programs
This interactive informative session will cover: SSI, SSDI, Medicare, Medicaid, and waiver programs. It will highlight how special needs planning is VITAL to protect your clients' benefits and programs.
                                             Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove

10:15 – 10:30                 Networking Break with Sponsors

10:30 – 11:30                   Third Person Special Needs Trusts Drafting Tips
Third party special needs trusts are funded with “other people’s” money, not the money of the beneficiary who has disabilities. This overview will discuss how these transfers may impact the donor and will identify the various ways that these trusts are created and how money is transferred during the life of the donor or at the donor’s death. Comparisons, including differences in distributions, will also be made to first party special needs trusts.
                                            Leonard F. Berg, Attorney at Law, East Alton
                                             Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove 

11:30 – 12:30                   First Person Special Needs Trusts Drafting Tips
The presenters will walk the attendees through the decision to draft a (d)(4)(A) first party special needs trust versus using a pooled first party special needs trust or an ABLE Account, the elements that must be included in a (d)(4)(A) first party trust,  and the drafting process.                                                                       
                                             Darcy Chamberlin
, Chamberlin Law Group, Oak Brook
                                             Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove

12:30  – 1:30                  Networking Lunch Provided

1:30 – 2:30                         The ABLE ACT – How Can It Be Used with Trust Planning?
We will discuss everything you want to know about ABLE and how it compares to Special Needs Trusts.
                                                JJ Hanley, Director, IL ABLE, Illinois State Treasurer’s Office, Chicago
                                               Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove

2:30 – 2:45                    Networking Break with Sponsors

2:45 – 3:45                        Substitute Decision-Making: From Powers of Attorney to Plenary Guardianship 
Attorneys should engage clients in a very specific and detailed analysis of their needs in order to achieve their goal of protecting the child with special needs while allowing them maximum independence in decision making. This session will provide suggested steps for such analysis.                                                               
                                             Heidi Dodd,
Harter, Larson & Dodd LLC, Belleville
                                             Oana MilitaruDi Monte & Lizak, LLC, Park Ridge

3:45 – 4:45                         Ethically Representing Clients in the Special Needs and Dissolution of Marriage Context                                   (1.0 Professional Responsibility Credit)
This session addresses the ethical complexities of representing divorcing and/or ex-spouses in a professional and proper manner expounding on office procedures and protocol.
                                                Melanie Hoffman, Rubin Law, A Professional Corporation, Buffalo Grove
                                                Judith Smith, Rubin Law, A Professional Corporation, Buffalo Grove

4:45                              Adjourn

Dates & Locations

  • 9/26/17 - Lisle
  • 9/26/17 - Springfield
  • 9/26/17 - webcast


This product does not contain any materials.

SKU: P9016-17L-Lisle
$299.00 - $324.00

SKU: P9016-17S
$299.00 - $324.00

SKU: P9016-17W

Online On-Demand
SKU: P9016-17E
$299.00 or 6.50 credits

SKU: P9016-17D

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