The 15th Annual Changes and Trends Affecting Special Needs Trusts
brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. This year’s program includes:
- An overview of special needs trusts, including an examination of different types of SNTs—third-party, self-settled, and sole benefit SNTs—and their potential uses and benefits.
- Case law and legislative updates.
- A special presentation from the SSA’s Regional Trust Leads with must-have insight on the review process; plus tips on submitting your trust review for approval and avoiding the appeal.
- Considerations and best practices in working with ABLE programs across the country.
- Discussion on the increasing importance of preparing Medicaid assessments and appeals, and advice for navigating that process.
- An examination of trustee obligations and best practices, including an opportunity to ask your questions during an “Ask the Experts” portion of the panel.
- A variety of other SNT essentials, including trust reformation do’s and don’ts, divorce actions and SNTs, understanding SSI work incentive programs and CLASS, and more.
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