Wispact Update 2025

  • OnDemand seminar
  • Elder Law
Up to 4.0 Credit Hours
View schedule and faculty
Wispact Update 2025

Co-produced with Wispact and the Elder Law and Special Needs Section of the State Bar of Wisconsin

Wispact wisdom

Wispact Update 2025 is your chance to stay ahead of the latest developments affecting aging clients, individuals with special needs, and their families. This half-day program is packed with essential updates, authoritative analysis, and best practices to help ensure your clients have the resources they need while remaining eligible for public benefits.

Gain practical strategies and key insights from experienced practitioners on:

  • Lessons in fiduciary oversight from “The Center’s” misappropriation of beneficiary assets
  • Incorporating authority provisions in estate planning documents
  • Lifetime financial planning for individuals with special needs
  • National trends in special needs financial planning
  • How Wispact meets best practice guidelines from the National PLAN Alliance
8:30 am
Welcome and Overview of Wispact

Kevin Hayde

8:40 am
The Centers Bankruptcy

Kevin Hayde, Mark D. Munson

  • Overview of the “How’s” and “Why’s” of The Centers misappropriation of Beneficiary assets
  • Best practice guidelines from the National PLAN Alliance and how Wispact meets those guidelines
  • What questions should be asked of the Trustee, Administrator, etc. no matter who you would choose for the oversight of a Beneficiary's assets
9:30 am
Special needs financial planning

Ryan McGuire

  • The big picture: tying all elements of lifetime planning together for parents of children with special needs
  • A decade in with ABLE accounts: highlighting developments in Wisconsin and nationally, as well as evaluating case studies of optimal usage of the tool.
10:20 am
Break
10:35 am
Case Law Updates

Blaine E. Patiño

  • New MEH Rules
  • Fair Hearing Decisions
11:25 am
Who Holds the Power: Creating and Funding Special Needs Trusts

Jessica A. Liebau

  • Overview of applicable law relating to who can create and fund special needs trusts.
  • Best practices for providing authority in estate planning documents.
  • Court procedures for obtaining authority related to special needs trusts.
12:15 pm
Program Concludes

Program Chairs

Kevin Hayde
Wispact, Inc. · Madison
Jessica A. Liebau
Wessels & Liebau LLC · Mequon
Kristi Papez
Wispact, Inc. · Madison
Meghan M. Teigen
Johnson Teigen LLC · Fitchburg

Presenters

Ryan McGuire
Oak Wealth Advisors · Madison
Mark D. Munson
Ruder Ware L.L.S.C. · Wausau
Blaine E. Patiño
Canellos & Patiño, LLC · Wauwatosa

Sponsored by

Interested in sponsoring this program? Find out more.

  • Understand the legal framework governing the creation and funding of special needs trusts (SNTs)
  • Help clients appoint trustees who are well-prepared to manage an SNT effectively
  • Hear how Wispact’s practices align with guidelines from the National PLAN Alliance
  • Gain the skills to coordinate lifetime planning strategies for parents of children with special needs
  • Review case studies demonstrating successful ABLE account utilization
  • Receive a case law update on new Medicaid Eligibility Handbook (MEH) rules and Fair Hearing decisions
  • Adult guardians ad litem
  • Estate planning and probate lawyers
  • Elder law practitioners
  • Family lawyers
  • General practitioners

Book Bonus!

Advising Older Clients & Their Families – 2 Volume Set
Save 15% on the Advising Older Clients & Their Families – 2 Volume Set.* Inside, you’ll find the practice pointers, tips, charts, forms, and other tools essential to help you build and maintain a successful elder law practice. Use discount code CA3777 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books Unbound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/26. For Books Unbound users, discount may be applied to purchase of individual Books Unbound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.