Expires 11/1/2025
Moderator: Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
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
Why Our Clients Need the Best Special Needs Planning
An overview of the benefits and program-including waiver programs-that our clients may lose or not be deemed eligible if correct planning is not in place.
Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove
Legislative and Case Law Updates
Cheryl Kamide, Chamberlin Riechert Law Group, P.C., Oak Brook
3rd Party Special Needs Trusts
(0.75 Professional Responsibility credit)
Rachel K. Anderle, Generation Law, Elmhurst
1st Party Special Needs Trusts
(0.5 Professional Responsibility credit)
Kathryn C. Casey, Dutton Casey & Mesoloras, P.C., Chicago
Trust Administration Issues, including Selecting the Trustee, Designated Rep, Trust Protector, Etc.
Sara Riechert, Chamberlin Riechert Law Group, P.C., Oak Brook
Mary Schmidt, TI Trust, Oak Brook
Tax Considerations: SECURE Act, Qualified Disability Trusts, Tax Filings
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
Process for Trust Decanting, Merger and Terminations
David M. Lutrey, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest
Housing Opportunity Through Modernization Act
Scott Nixon, Life’s Plan, Chicago
Adjourn
