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Back to the Basics: Examining Our Biases and Building Better Connections

Ashley Melero, Peter J. Wall
Presented at the 2026 Changes and Trends Affecting Special Needs Trusts

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Reporting Trusts to Medicaid and Social Security

Scott Stebler
Presented at the 2026 Changes and Trends Affecting Special Needs Trusts

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Looking Back to Look Forward: Planning for Special Needs Beneficiaries

Stephen W. Dale, Peter J. Wall
Presented at the 2026 Changes and Trends Affecting Special Needs Trusts

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Medicaid Waivers from Beginning to End

Debbie Murphy, Aziza Travis
Presented at the 2026 Changes and Trends Affecting Special Needs Trusts

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A Checklist of Tax Considerations for Trust and Will Modifications and Reformations

Nikki L. Laing
Presented at the 2026 Changes and Trends Affecting Special Needs Trusts

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Planning for Remainder Beneficiaries and Successor Beneficiaries of Retirement Benefits

Karen S. Gerstner
Presented at the 2026 Changes and Trends Affecting Special Needs Trusts

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