Great Lakes Special Needs Planning Symposium
About this bundle
Learn from the nation’s leading experts in special needs administration. Courses cover planning, drafting, public benefits, trust investment, health care coverage, enhancing the quality of life for persons with disabilities, planning for retirement, and more.
What You Will Learn
Who is this bundle for:
This bundle is for professionals who plan for persons with disabilities and administer special needs trusts. This informative educational adventure benefits seasoned professionals as well as those just beginning their practice.
- Special Needs Planning Attorneys
- Estate Planning Attorneys
- Professional Fiduciaries
- Families of Persons of Disabilities
Testimonial
I would like to thank you for your willingness and hard work in putting on the Symposium. The knowledge you share is very valuable to me, and hopefully to those I support directly (the trustee) and indirectly (the disabled person). I am grateful.
Anne D.
Symposium Attendee
This course also includes:
- Full Lifetime Access
- Resources & Materials
- Certificate of Completion
Included Courses
Fundamentals of Public Benefits for Persons with Disabilities
A comprehensive review of the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medicaid, Medicare, and Community Living Support (CLS).
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Holistic Special Needs Planning
A review of holistic planning for all fiduciaries and planners, including available services, structured settlements, legal planning, trust longevity, and how these facets interact to build a beneficiary-first system for distribution planning.
Creating a Life Plan for a Loved One with Disabilities
This program will cover a host of commonly applied situations and scenarios in which the SNT Trustee will have to decide if paying for food, shelter, vacations, or other common special needs disbursements requests.
Needs-Based Financial Analysis: How Long will the Money Last?
This program will provide the tools to prepare a depletion analysis, including the factors that must be considered such as calculating lifetime income from public benefits, estimating annual costs, and adjusting for market inflation and fluctuations.
Understanding How and When to Use a Pooled Trust
This program provides a broad overview of the considerations when working with litigation counsel, the tools available, and how to combine them to create the best result for your client that meets their goals.
SSA Updates and the New D-SNP Insurance Benefits
Explore the massive SSA Program Operations Manual (POMS), a vital resource with 53,000 pages of answers for our clients, and discuss the D-SNP Medicare Advantage plan, a comprehensive healthcare plan for those eligible for both Medicare and Medicaid.
Section 8 and SNTs: Everything Changes on January 1, 2024
In 2024, applicants and residents of Section 8 benefits will experience dramatic changes to how their income and assets count towards eligibility and rent. Learn what is in store, what (if anything) planners can do, and what advice you can offer.
SNT Taxation and Implication of Corporate Transparency Act to Special Needs Planners
Explore the specific tax implications of special needs planning, including the taxation of trust income, the tax treatment of expenses related to special needs trusts, and the implications of the Corporate Transparency Act (CTA) in your practice.
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Maximizing Social Security Benefits and Advocating for your Client
Identify key strategies to maximize Social Security benefits, including reducing ISM penalties, analyzing parental deeming for a child's financial eligibility, leveraging the often missed CDB benefit, responding to SSA requests, and more.