Program Chairs:

Terry L. Campbell
Moertl, Wilkins & Campbell, S.C.
Milwaukee

Eric DeGroot
Wispact, Inc.
Madison

Presenters:

Stephen W. Dale
The Dale Law Firm, PC
Pacheco, CA

John Dickerson
Life Passages Project
Indianapolis, IN

Roy W. Froemming
Froemming Law Office
Madison

Peter E. Grosskopf
Grosskopf Law Office LLC
Eau Claire

Kevin Hayde
Wispact, Inc.
Madison

Doug Jackson
Deputy Director of STABLE Accounts
Office of the Ohio Treasurer of State
Dayton, OH

Mark T. Johnson
Christenson Johnson LLC
Fitchburg

Heather B. Poster
Becker, Hickey & Poster, S.C.
Milwaukee

Elizabeth Ruthmansdorfer
Moertl, Wilkins & Campbell S.C.
Milwaukee

Carol J. Wessels
Wessels Law Office LLC
Mequon

Heather A. Wilson
Hill Glowacki LLP
Madison

8:00 a.m. : Registration

8:30 a.m. : Welcome and Overview of Wispact

Kevin Hayde, Executive Director

9:40 a.m. : Case Law Update

• Recent regional and national cases involving Special Needs Trusts
• Practice tips

Peter E. Grosskopf

10:15 a.m. : Break

10:30 a.m. : Life Passage Planning

• Management models to consider when creating a SNT
• How to create a SNT that incorporates care management for the beneficiary
• Coordinating the efforts of all stakeholders in developing and implementing delivery of services

Stephen W. Dale, John Dickerson

11:45 p.m. : Lunch (on you own)

1:00 p.m. : Team Approach for Distributions – The Rubber Meets the Road
This presentation will address basic questions regarding distributions

• So you created a trust, now what?
• How does the trust beneficiary get a new coat?
• How is the cell phone bill paid?
• Paying real estate taxes

Eric DeGroot, Heather B. Poster, Carol J. Wessels

2:15 p.m. : Break

2:30 p.m. : Issue Spotting – How Do You Know You Need a Trust?

• Considerations when a Medicaid recipient inherits money
• Impacts of receipt of a personal injury award
• Issues with child support

Elizabeth Ruthmansdorfer, Heather A. Wilson

3:00 p.m. : Charting a Course for Transition: Decanting a Special Needs Trust

• Understand how to decant to WisPACT
• Avoid pitfalls with self-settled SNTs and document details
• Involve and inform interested parties appropriately
• Compare decanting with other options for modifying trusts

Mark T. Johnson

3:30 p.m. : Formal and Informal Determinations of Disability

• Disability standards for Wispact Trust I and third-party Wispact Trust II accounts
• How to get a disability determination from the Disability Determination Bureau
• Situations where an internal Wispact determination is needed, and how to request one

Roy W. Froemming

4:15 p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

• Recognize when you need to create a trust
• Use knowledge of the latest case law changes to create better SNTs
• Develop SNTs that incorporate appropriate care management strategies to ensure quality of life
• Tackle common distribution issues and protect the needs of the beneficiary
• Learn how you should properly decant an SNT
• Understand different types of disability determinations and how to request them

• Elder law attorneys
• Adult guardians ad litem
• Estate planners
• Probate lawyers

Book Sale – Save 20%

Guardianship and Protective Placement for the Elderly in Wisconsin

Save 20% on Guardianship and Protective Placement for the Elderly in Wisconsin. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* It’s your complete guide to Wisconsin’s protective placement and guardianship statutes.

Use discount code CA2866 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 as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

Wisconsin Pooled & Community Trusts, Inc. (Wispact) provides for the special needs of persons with disabilities without endangering their eligibility for public benefits or placement on waiting lists. These benefits include entitlement programs such as Supplemental Security Income, Medical Assistance, Social Security Disability Insurance, and Medicare. The benefits also include home and community-based services, such as the Community Integration, Options, and Support Programs. Wispact, Inc., a Wisconsin nonprofit corporation, establishes and manages the trusts.