The 6th Annual Special Needs Institute will provide in-depth information from seasoned special needs law practitioners, practical takeaways, and insights on drafting 1st and 3rd party trusts, government benefits, guardianship alternatives, and much more!
Credits: 5.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.25 Other PR
Wednesday, December 7th, 2022
Moderator: Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
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
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
2:30 – 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
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)