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4th Annual Special Needs Institute: What's New? What's True? (2020)

The 2020 IICLE® Special Needs Institute offers direct instruction from seasoned special needs law practitioners, practical takeaways, and special insights from government officials regarding how they review special needs trusts.
Credits: 5.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.75 Other PR

Agenda

Overview of Special Needs Planning Basics
Special Needs Planning is not just a third party and/or a first party special needs trust. It is not just estate planning.  In this session, learn basics of drafting and get suggestions for helpful additional provisions to include in special needs trusts. Understand how to effectively prepare for and conduct the initial consultation. We will also discuss topics you should cover, in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Program Moderator

Advanced Practice Tips Concerning Government Benefits and Waivers
In Sherri’s famously interactive and entertaining style, take a deeper dive into nuanced aspects and new rule changes of SSI, SSDI, Medicare, Medicaid, and waiver programs to better protect your clients' benefits and programs.
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove

Illinois Trust Code and the SECURE Act for Special Needs Trust (“SNT”) Attorneys and Trustees
(1.0 Professional Responsibility credit)
Learn about drafting considerations after the enactment of the Illinois Trust Code and the SECURE Act and understand the practical implications for SNT trust administration.
Darcy Chamberlin, Chamberlin Law Group, Oak Brook
Sara Riechert, Chamberlin Law Group, Oak Brook

Pros & Cons of Using a Professional Trustee
One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration.  Join us for an in-depth dive into important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel your clients to make informed choices when crafting their estate plan and choosing their trustee.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Panel Moderator
Scott Nixon, Life’s Plan, Inc., Lisle
Hanny Pei-Rodriguez, Senior Trust Administrator, BMO Private Bank, Chicago

Guardianship and the Alternatives
The guardianship process can be tricky. Understand its nuances and complications that can arise.  The impact of regional differences on court proceedings will also be discussed.
Timothy J. Rigby, Hart, Southworth & Witsman, Springfield
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

Social Security Reviews of Special Needs Trusts for SSI Beneficiaries
Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility.
Doug Nguyen, Regional Communications Director, Social Security Administration, Chicago
Kristin Schultes, Social Security Administration, Chicago Regional Office, Chicago

Trusts and Medicaid Eligibility
Understand when, why and how the State of Illinois reviews trusts, including both 3rd party and 1st party (OBRA/d4A) trusts, when determining Medicaid eligibility.
Steven Milburn, Illinois Department of Healthcare and Family Services, Office the Inspector General, Springfield

Case Studies – Applying What We’ve Learned….
(0.75 Professional Responsibility credit)
Now that you have been given advanced current special needs planning information, let's put this into action.  See if you can apply the law to our hypothetical case studies and strengthen your understanding of these concepts to better serve your clients.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Panel Moderator
Darcy Chamberlin, Chamberlin Law Group, Oak Brook
Scott Nixon, Life’s Plan, Inc., Lisle
Hanny Pei-Rodriguez, Senior Trust Administrator, BMO Private Bank, Chicago
Timothy J. Rigby, Hart, Southworth & Witsman, Springfield
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove


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SKU: P9016-20E
$325.00
$162.50 or 6.75 credits
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Audio Download
SKU: P9016-20A
$325.00
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Agenda

Overview of Special Needs Planning Basics
Special Needs Planning is not just a third party and/or a first party special needs trust. It is not just estate planning.  In this session, learn basics of drafting and get suggestions for helpful additional provisions to include in special needs trusts. Understand how to effectively prepare for and conduct the initial consultation. We will also discuss topics you should cover, in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Program Moderator

Advanced Practice Tips Concerning Government Benefits and Waivers
In Sherri’s famously interactive and entertaining style, take a deeper dive into nuanced aspects and new rule changes of SSI, SSDI, Medicare, Medicaid, and waiver programs to better protect your clients' benefits and programs.
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove

Illinois Trust Code and the SECURE Act for Special Needs Trust (“SNT”) Attorneys and Trustees
(1.0 Professional Responsibility credit)
Learn about drafting considerations after the enactment of the Illinois Trust Code and the SECURE Act and understand the practical implications for SNT trust administration.
Darcy Chamberlin, Chamberlin Law Group, Oak Brook
Sara Riechert, Chamberlin Law Group, Oak Brook

Pros & Cons of Using a Professional Trustee
One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration.  Join us for an in-depth dive into important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel your clients to make informed choices when crafting their estate plan and choosing their trustee.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Panel Moderator
Scott Nixon, Life’s Plan, Inc., Lisle
Hanny Pei-Rodriguez, Senior Trust Administrator, BMO Private Bank, Chicago

Guardianship and the Alternatives
The guardianship process can be tricky. Understand its nuances and complications that can arise.  The impact of regional differences on court proceedings will also be discussed.
Timothy J. Rigby, Hart, Southworth & Witsman, Springfield
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

Social Security Reviews of Special Needs Trusts for SSI Beneficiaries
Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility.
Doug Nguyen, Regional Communications Director, Social Security Administration, Chicago
Kristin Schultes, Social Security Administration, Chicago Regional Office, Chicago

Trusts and Medicaid Eligibility
Understand when, why and how the State of Illinois reviews trusts, including both 3rd party and 1st party (OBRA/d4A) trusts, when determining Medicaid eligibility.
Steven Milburn, Illinois Department of Healthcare and Family Services, Office the Inspector General, Springfield

Case Studies – Applying What We’ve Learned….
(0.75 Professional Responsibility credit)
Now that you have been given advanced current special needs planning information, let's put this into action.  See if you can apply the law to our hypothetical case studies and strengthen your understanding of these concepts to better serve your clients.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Panel Moderator
Darcy Chamberlin, Chamberlin Law Group, Oak Brook
Scott Nixon, Life’s Plan, Inc., Lisle
Hanny Pei-Rodriguez, Senior Trust Administrator, BMO Private Bank, Chicago
Timothy J. Rigby, Hart, Southworth & Witsman, Springfield
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove


Products specifications
Program Date6/4/2020
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