Special Needs Planning Symposium

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Special Needs Planning Symposium

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A three-day event dedicated to the education of the professionals who plan for persons with disabilities and administer special needs trusts and wish to move to mastery in this profession

02/04/2025

🎉 It’s Here!

The Special Needs Planning Symposium starts this Thursday! Whether you’re attending in person or following along virtually, this week is all about advancing knowledge and making an impact. Let’s get started!

01/30/2025

🌟 1 Week Away!

The Special Needs Planning Symposium kicks off next week! Get ready for three days of learning, collaboration, and inspiration. We can’t wait to see you there! 🎉

01/29/2025

We are thrilled to welcome Jeremy L. Lau, CEO of Prudent Investors, to the Special Needs Planning Symposium!

Jeremy is a nationally recognized expert in investment management and financial planning, advising fiduciaries and trust professionals on managing complex assets. With an impressive background that includes senior roles in investment banking in Tokyo and Hong Kong, along with his Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations, Jeremy brings a global perspective and technical expertise to trust administration.

With years of experience guiding fiduciaries and working as a financial expert witness, Jeremy offers unique insights into managing retirement assets within special needs trusts. His session, "Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls," will draw from his expertise to help you address the complexities of tax rules, distribution strategies, and trust compliance.

Check out Jeremy's session ⬇️
https://conta.cc/3XPtnIl

01/28/2025

🌟 Session Spotlight: The Path to a Great Practice and a Great Life: Strategies for Success and Fulfillment

Kick off the symposium with Denise Cullen's inspiring and actionable pre-session designed to help you achieve both professional success and personal fulfillment. Special needs professionals often face demanding workloads, but this session will give you with the tools to build a thriving practice while maintaining a balanced, purpose-driven life.

💡 Key Takeaways:

3 Mindsets for Success: Transform your perspective on work and life with powerful strategies to boost both productivity and satisfaction.

My Great Life: Define your vision of an ideal life, integrating personal happiness with professional aspirations.

Burnout to Breakthrough: Learn how to identify, prevent, and recover from burnout to sustain long-term well-being.

Top 3 Actions to Start Working On: Walk away with clear, actionable steps to begin creating meaningful changes in your life and practice immediately.

This session is perfect for professionals looking to align their careers with their personal values and goals. Start your symposium experience with a roadmap to success, balance, and fulfillment!

More details below ⬇️
https://conta.cc/3XPtnIl

01/23/2025

📢 2 Weeks to Go!

The Special Needs Planning Symposium is almost here! Join us February 6-8 for expert insights, networking, and resources to enhance your practice. Have you registered yet? Don’t miss out! 🌟

01/22/2025

We’re thrilled to feature Ann Koerner, founder of National Care Advisors, at the Special Needs Planning Symposium!

Ann brings over a decade of expertise in helping attorneys, financial planners, and trustees navigate the complexities of care and quality-of-life planning for individuals with disabilities. With a background in nursing and public health, she combines her understanding of healthcare systems, government benefits, and trust management to deliver innovative, practical solutions for families.

Ann will bring her extensive experience in creating and managing special needs plans to her session "Practical Guidance for Professionals: Funding and Testing Third-Party Special Needs Plans." Along with Michele Fuller, the two will address one of the most pressing questions parents face: "Who will care for my child, and how can I ensure they’ll do it well?" They will provide actionable strategies for funding and testing third-party special needs plans while families can still be involved. Drawing from real-world examples, Ann will guide you through funding options, managing parental expectations, and evaluating plans to ensure they meet the beneficiary’s unique needs.

Check out Ann's session ⬇️
https://conta.cc/3XPtnIl

01/21/2025

Session Spotlight: Estate Planning for Persons with Special Needs

Estate planning attorneys often encounter unique and complex challenges when helping families with special needs. This in-depth session, tailored specifically for legal professionals, will provide a comprehensive guide to addressing these challenges while preserving the financial security and benefits of individuals with special needs.

💡 What You’ll Learn:
The role of special needs trusts and ABLE accounts in preserving government benefits and ensuring long-term financial stability.

Legal structures and strategies to protect your client’s special needs loved one while honoring the family’s goals.

Lifetime planning essentials, including caregiver succession planning, conservatorships, and effective decision-making strategies.

Through detailed case studies and practical examples, Elijah Keyes, Sheri Sudweeks, and Leslie Sugai will share actionable insights and best practices to help you confidently navigate the intricacies of estate planning in this unique context.

More details below ⬇️
https://conta.cc/3XPtnIl

01/16/2025

📚 Session Spotlight: Ensuring Compliance with SNT Distributions under McGee Case and the SSA’s POMS

Navigating the legal and regulatory requirements for special needs trust distributions can be complex. In this session, Kevin Urbatsch and Heather Fisher will provide a deep dive into compliance with the McGee case and the Social Security Administration's POMS (Program Operations Manual System) guidelines.

💡 Key Takeaways:

Understand the specific requirements of McGee and POMS.

Learn best practices for documenting and managing SNT distributions.

Gain practical tips for maintaining compliance and avoiding legal pitfalls.

Whether you’re a trustee, attorney, or financial advisor, this session will equip you with the tools to manage SNT distributions confidently and in full compliance.

More details below ⬇️
https://conta.cc/3XPtnIl

01/14/2025

We are excited to welcome Justin Miller, Partner and National Director of Wealth Planning at Evercore Wealth Management, to the Special Needs Planning Symposium!

With decades of experience as a tax attorney, wealth strategist, and fiduciary advisor, Justin is a recognized leader in wealth planning, tax optimization, and trust management. His extensive background includes leadership roles with the American Bar Association and teaching as an adjunct professor at Golden Gate University School of Law.

In his session, "Fiduciary Tax Planning for SNTs: Best Practices for Legal, Trustee, and Financial Professionals," Justin will provide insight into fiduciary income tax planning for both first-party and third-party special needs trusts. Drawing on his expertise in taxation and estate planning, Justin will guide you through best practices to manage and optimize tax considerations for trusts supporting individuals with special needs. Whether you're a special needs attorney, financial advisor, or trustee, this session will equip you with actionable strategies to ensure tax efficiency and compliance.

Check out Justin's session ⬇️
https://conta.cc/3XPtnIl

01/10/2025

⚡ Last Call! ⚡

Early bird registration for the 2025 Special Needs Planning Symposium ends TONIGHT! This is your final opportunity to secure discounted registration rates for this premier event.

📅 February 6–8, 2025
📍 Napa, CA & Virtual options
🔗 https://conta.cc/3YaEUCa

01/08/2025

✨ Session Spotlight: Building a Special Needs and Estate Planning Client Maintenance Program

Developing a reliable client maintenance program for special needs and estate planning clients is key to ensuring long-term support and peace of mind for families. This session offers attorneys a comprehensive step-by-step guide to create and implement a maintenance program tailored to the unique needs of special needs clients.

Key takeaways include:
🔑 Assessing individual needs and setting realistic goals
🔑 Creating personalized care plans that evolve over time
🔑 Best practices for monitoring and adjusting the program
🔑 Coordinating with service providers to ensure holistic care
🔑 Ensuring compliance with legal and regulatory frameworks

Join Vincent Bonazzoli for an in-depth look at how to build a maintenance program that provides stability, improves quality of life for special needs clients, and enhances the trust families have in your services.

More details below ⬇️
https://conta.cc/3XPtnIl

01/07/2025

🌟 We’re thrilled to feature Kristine McCann, a trailblazer in housing solutions for individuals with developmental disabilities.

With over two decades of experience and as the founding Executive Director of Bay Area Housing Corporation (BAHC), Kris is a recognized leader in creating sustainable housing options. Her professional expertise in organizational development, nonprofit management, and real estate is complemented by her personal passion as a parent of a child with a developmental disability, giving her a unique and compassionate perspective on this critical issue.

Kris will co-present "Securing Lifelong Housing: Innovative Solutions for Individuals with Disabilities" alongside Madison Adams and Patti Uplinger. This session explores a range of housing options tailored to the needs of individuals with disabilities, including group homes, supported and independent living programs, and co-housing communities. She will also dive into the Legacy Homes Program, a groundbreaking approach that ensures lifelong housing management and care for family members with disabilities.

Check out Kris' session ⬇️
https://conta.cc/3XPtnIl

Address

Napa, CA

Telephone

+14155939944

Website

https://sntsymposium.com/

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