5th Annual Special Needs Institute
The 5th Annual Special Needs Institute will assist attorneys representing individuals with special needs and their families by providing essential information about the ABLE Act and practice tips on topics such as special needs trusts, government benefit and waiver programs, and guardianships.
Wednesday, December 8, 2021
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, you will learn the basics of drafting a special needs trust, including suggestions for helpful additional provisions to include. You’ll also learn how to effectively prepare for and conduct the initial consultation, including 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,
The Who, What, When, and Why of Government Benefits - What is your estate plan trying to protect?
This informative session will cover: SSI, SSDI, Medicare, Medicaid and Waiver programs. To ensure your client can obtain all of the benefits for which they appear eligible, it is vital to understand the benefit programs, their current rules and how they change over a lifetime.
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove
Top Ten Drafting Tips for 1st and 3rd Party Special Needs Trusts
(0.75 Professional Responsibility credit)
Darcy Chamberlin, Chamberlin Law Group, Oak Brook
Brian Rubin,Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard,
Guardianship (the Basics and Beyond) and the ABCs of ABLE
Join us for a discussion of options relating to surrogate decision making including, but not limited to, guardianship. This will include a brief discussion of the “basics”, followed by an in-depth look at non-routine issues (i.e., those issues that don’t often arise, but when they do you will be glad you attended this session!). As an unrelated topic, we will also explore the evolution of ABLE since its inception in 2014 and ideas on how to make the most of ABLE accounts for your clients.
Sara Riechert, Chamberlin Law Group, Oak Brook
Timothy J. Rigby, Hart, Southworth & Witsman, Springfield
Interplay Between Mental Health Court and Guardianship Court
What cases should commence in the Mental Health court vs. Guardianship, when should the matter convert from one to the other, should it ever be in both courts? This session will examine an overview of the Mental Health court process and when it’s appropriate. We will also discuss handling residential placements if a Ward is unwilling to leave their home.
Kevin Lichtenberg, Monahan Law Group, LLC, Chicago
John Whitcomb, Monahan Law Group, LLC, Chicago
Social Security Policy Updates and Reviews of Special Needs Trusts for SSI Beneficiaries
Learn about Social Security Administration’s trust policy updates and review process for determining SSI eligibility.
Doug Nguyen, Social Security Administration, Regional Communications Director, Chicago
Kristin Schultes, Social Security Administration, Chicago Regional Office, Chicago
Working with Personal Injury Attorneys and their Clients-The Integration of Special Needs Planning
Attorneys who prepare special needs trusts may be called in by personal injury attorneys to provide advice regarding the type of trust to use, allocation of a settlement, options for provision of support, the need for or eligibility for public benefits, management of liens and claims, investment models, and taxation. This presentation will provide an outline of the techniques crucial to providing this type of advice to these attorneys and the individuals and families that they represent, including an overview of Qualified Settlement Funds (QSF’s) and Medicare Set-Asides (MSA’s).
Kenneth M. Bloom, Latimer LeVay Fyock, Chicago
Special Needs Divorce
Divorce involving the parents of a child with special needs is far more complicated than the divorce of parents of children without special needs. In this session, you will learn how to protect government benefits, how to obtain adult child support, among other important factors.
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
Wednesday, December 8, 2021
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, you will learn the basics of drafting a special needs trust, including suggestions for helpful additional provisions to include. You’ll also learn how to effectively prepare for and conduct the initial consultation, including 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,
The Who, What, When, and Why of Government Benefits - What is your estate plan trying to protect?
This informative session will cover: SSI, SSDI, Medicare, Medicaid and Waiver programs. To ensure your client can obtain all of the benefits for which they appear eligible, it is vital to understand the benefit programs, their current rules and how they change over a lifetime.
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove
Top Ten Drafting Tips for 1st and 3rd Party Special Needs Trusts
(0.75 Professional Responsibility credit)
Darcy Chamberlin, Chamberlin Law Group, Oak Brook
Brian Rubin,Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard,
Guardianship (the Basics and Beyond) and the ABCs of ABLE
Join us for a discussion of options relating to surrogate decision making including, but not limited to, guardianship. This will include a brief discussion of the “basics”, followed by an in-depth look at non-routine issues (i.e., those issues that don’t often arise, but when they do you will be glad you attended this session!). As an unrelated topic, we will also explore the evolution of ABLE since its inception in 2014 and ideas on how to make the most of ABLE accounts for your clients.
Sara Riechert, Chamberlin Law Group, Oak Brook
Timothy J. Rigby, Hart, Southworth & Witsman, Springfield
Interplay Between Mental Health Court and Guardianship Court
What cases should commence in the Mental Health court vs. Guardianship, when should the matter convert from one to the other, should it ever be in both courts? This session will examine an overview of the Mental Health court process and when it’s appropriate. We will also discuss handling residential placements if a Ward is unwilling to leave their home.
Kevin Lichtenberg, Monahan Law Group, LLC, Chicago
John Whitcomb, Monahan Law Group, LLC, Chicago
Social Security Policy Updates and Reviews of Special Needs Trusts for SSI Beneficiaries
Learn about Social Security Administration’s trust policy updates and review process for determining SSI eligibility.
Doug Nguyen, Social Security Administration, Regional Communications Director, Chicago
Kristin Schultes, Social Security Administration, Chicago Regional Office, Chicago
Working with Personal Injury Attorneys and their Clients-The Integration of Special Needs Planning
Attorneys who prepare special needs trusts may be called in by personal injury attorneys to provide advice regarding the type of trust to use, allocation of a settlement, options for provision of support, the need for or eligibility for public benefits, management of liens and claims, investment models, and taxation. This presentation will provide an outline of the techniques crucial to providing this type of advice to these attorneys and the individuals and families that they represent, including an overview of Qualified Settlement Funds (QSF’s) and Medicare Set-Asides (MSA’s).
Kenneth M. Bloom, Latimer LeVay Fyock, Chicago
Special Needs Divorce
Divorce involving the parents of a child with special needs is far more complicated than the divorce of parents of children without special needs. In this session, you will learn how to protect government benefits, how to obtain adult child support, among other important factors.
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
| Program Date | 12/8/2021 |
| Program Date | 12/8/2021 |