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3rd Annual Special Needs Institute: Advanced Issues

Better assist individuals with special needs and their families by getting up-to-date on sophisticated topics including government benefit and waiver programs, ABLE, special needs trust drafting and tax implications, Section 8 housing, using pension plan funding for SNTs, Social Security, the Uniform Trust Code, trust administration issues and more!
  • Credits: 6 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P9016-18U
  • Original Program Date: 9/14/2018
  • Formats:
    • Audio Download
    • e-learn
    • DVD

Description

Recorded: September 14, 2018

Pressing Issues in Special Needs Planning
(0.25 Professional Responsibility Hours)
Understand the context of today’s program: how has special needs planning changed recently, including the impact of ABLE accounts? What do you need to know to protect your clients?  Discover many important practice updates that we don’t have time to cover in full sessions today!
Brian Rubin, Rubin Law, A Professional Corporation, Chicago/Buffalo Grove/Old Orchard, Program Moderator

Advanced Practice Tips Concerning Government Benefits and Waivers
Learn about more nuanced aspects of SSI, SSDI, Medicare, Medicaid, and waiver programs to better protect your clients' benefits and programs.
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove

IRAs and the Tax Implications of Special Needs Planning
Understand all of those tricky tax considerations, such as Grantor Trusts, Qualified Disability Trusts, FEIN issues, and more. The pros and cons of using retirement assets to fund Special Needs Trusts will also be discussed.
Leonard F. Berg, Attorney at Law, East Alton
Benjamin Rubin, Rubin Law, A Professional Corporation, Chicago/Buffalo Grove/Old Orchard

Harmonizing the Hodgepodge or Inflicting Uniformity upon Individualism?
The Uniform Trust Code has, as of this writing, been adopted in 31 states and the District of Columbia.  Legislation has been proposed, and not passed, multiple times in Illinois, but could the next legislative session produce an adoption of the UTC? While many tout the UTC as a method of providing precise, comprehensive, and easily accessible guidance on trust law questions, others express concern that this will diminish the ability to protect people with special needs. Familiarize yourself with the UTC and proposed Illinois legislation, and learn how this change in the law could impact your practice.
Amy DeLaney, Delaney Delaney & Voorn, Ltd., Orland Park

Social Security Administration Update Panel
Understand life after the introduction of the revised SSA Trust Review system. Gain practice tips about dealing with Field Offices, Requests for Reconsideration, and ALJ hearings.
Brian Rubin, Rubin Law, A Professional Corporation, Chicago/Buffalo Grove/Old Orchard, Panel Moderator
Darcy ChamberlinChamberlin Law Group, Oak Brook
Avram L. Sacks Attorney at Law, Skokie
Sheri L. WillardSpain, Spain & Varnet P.C., Chicago

Important Changes to Special Needs Trust Drafting in 2018!
(0.5 Professional Responsibility Hours)
Between the new administration and new legislation, SNTs are being challenged more today than in the past. Careful drafting is essential for surviving contests. Understand several NEW drafting tips you’ll want to follow to keep YOUR trusts from being successfully contested.
Brian Rubin, Rubin Law, A Professional Corporation, Chicago/Buffalo Grove/Old Orchard

Social Security Appeals Based on Disability
Learn what Social Security means by “totally disabled” and how to help prepare the strongest case possible for clients.  Understand the analytic framework that is used at all levels of SSA to decide cases, as well as the importance of teaching clients how to “create the evidence” used to decide their cases.
Jeffrey A. Rabin, Jeffrey A. Rabin & Associates, Ltd., Des Plaines

Special Needs Planning: Issues Involving Pension Plans and Section 8 Housing
Understand the unique requirements of various public pensions (TRS, SURS, IMRF, Military Federal Civil Service, Police, Fire, etc.) when using benefits for SNTs and learn about the latest developments regarding SNTs and Section 8 Housing.
Darcy ChamberlinChamberlin Law Group, Oak Brook
Sara RiechertChamberlin Law Group, Oak Brook

Trust Administration Issues Panel
Trustees will provide practical information about topics of importance to you and your clients, such as: using the True Link card, restricting cards or purchases to avoid reductions in SSI, persuading providers to accept third party payment, handling unreasonable demands from beneficiaries or caretakers, overcoming challenges in reporting distributions that are exempt for SSI purposes but income for IRS purposes, and properly identifying beneficiaries for distribution after Medicaid repayment.
Brian Rubin, Rubin Law, A Professional Corporation, Chicago/Buffalo Grove/Old Orchard, Panel Moderator
Eileen Durkin, Illinois Disability Pooled Trust, Chicago
Scott Nixon, Life’s Plan, Inc., Lisle
Kathryn VanEeuwen, ATG Trust, Chicago

Materials

Available only for members that have purchased this product.

  • Program Materials
    3rd Annual Special Needs Institute: Advanced Issues
  • Click Here to Download Audio Files
    3rd Annual Special Needs Institute: Advanced Issues
e-learn
SKU: P9016-18E
$329.00 or 6.75 credits

DVD
SKU: P9016-18D
$329.00

Audio Download
SKU: P9016-18A
$329.00

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