7th Annual Special Needs Institute

Wednesday, December 6, 2023
Live Webcast

Moderator: Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

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

8:25                  Welcoming Announcements

A. M. Special Needs Trusts Frameworks

8:30 – 9:00          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 

9:00 – 10:00        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

10:00 – 10:30     Legislative and Case Law Updates
Cheryl Kamide, Chamberlin Riechert Law Group, P.C., Oak Brook

10:30 – 10:45     Break 

10:45 – 11:30     3^rd Party Special Needs Trusts
(0.75 Professional Responsibility credit pending approval)
Rachel K. Anderle, Generation Law, Elmhurst 

11:30 – 12:00    1^st Party Special Needs Trusts
(0.5 Professional Responsibility credit pending approval)
Kathryn C. Casey, Dutton Casey & Mesoloras, P.C., Chicago

12:00 – 12:30     Lunch Break

P.M. Advanced Issues in Special Needs Trusts

12:30 – 1:30       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

1:30 – 2:30          Tax Considerations: SECURE Act, Qualified Disability Trusts, Tax Filings
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

2:30 – 2:45          Break

2:45 – 3:45        Process for Trust Decanting, Merger and Terminations
David M. Lutrey, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest

3:45 – 4:45          Housing Opportunity Through Modernization Act
Scott Nixon, Life’s Plan, Chicago

4:45                                        Adjourn