6th Annual Special Needs Institute

8:00                   Log onto the webcast in your account at www.iicle.com  

8:55                   Welcoming Announcements 

9:00 – 9:30 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, not just guardianship and alternatives to guardianship.  In this session, you will 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, Letters of Intent, etc. 
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard 

9:30 – 10:45 Why Do We Need To Do Special Planning? 
Understanding the benefits and services available to an individual with special needs will help to inspire your creativity to better serve your clients for a more secure future. SSI, SSDI, Medicare, IL Medicaid, and waiver services will be highlighted. 
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove 

10:45 – 11:00 Break 

11:00 – 11:30 Legislative and Case Law Updates  
Darcy Chamberlin, Chamberlin Riechert Law Group, P.C., Oak Brook  

11:30 – 12:15 Drafting 3rd Party Special Needs Trusts and Taxes on 3rd Party Special Needs Trusts. 
(0.75 Professional Responsibility credit) 
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, 

12:15 – 12:45 Lunch Break 

12:45 – 1:15 Drafting 1st Party Special Needs Trusts and Taxes on 1st Party Special Needs Trusts 
(0.5 Professional Responsibility credit) 
Darcy Chamberlin, Chamberlin Riechert Law Group, P.C. Oak Brook 

1:15 – 2:15 Guardianship and Alternatives including Supported Decision Making  
Sara Riechert, Chamberlin Riechert Law Group, P.C., Oak Brook 
Timothy J. Rigby, Hart, Southworth & Witsman, Springfield 

2:15 – 2:30 Break 

2:30 – 3:15        Working with Personal Injury Attorneys  
Kenneth M.  Bloom, Latimer LeVay Fyock, Chicago 

3:15 – 4:00   Duties of a Trustee of a Special Needs Trust
Katherine Marshall, BMO Private Bank, Chicago
Scott Nixon, Life’s Plan, Chicago

4:00 - 5:00 What an Estate Planning Attorney Should know about “Other Related Areas of Law”, A Panel Discussion 
Moderator, Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard 

Panelists: 

Matt Cohen, Matt Cohen & Associates, Chicago (Special Education) 
Jeffrey A. Rabin, Jeffrey A. Rabin & Associates, Park Ridge (Social Security Disability Appeals) 
Marc K. Schwartz, Schwartz Wolf & Bernstein LLP, Buffalo Grove (Divorce and Special Needs) 
Neal E. Takiff, Whitted Takiff, LLC, Northbrook (Criminal Law and Special Needs)

5:00 Adjourn