Program Chairs
Andrew G. Falkowski
Falkowski Law Firm, LLC
West Bend
Eric DeGroot
Wispact, Inc.
Madison
Presenters:
Kimberly Cunningham
Capital First Trust Company
Milwaukee
Jon Fischer
McCarty Law, LLP
Appleton
Bradley J. Frigon
Law Offices of Bradley J Frigon, LLC
Englewood, Colorado
Roy W. Froemming
Froemming Law Office
Madison
Peter E. Grosskopf
Grosskopf Law Office, LLC
Eau Claire
Kevin Hayde
Wispact, Inc.
Madison
Mark T. Johnson
Johnson Teigen, LLC
Fitchburg
Ron J. Konkol
Ron Konkol Consulting
Madison
Kristen M. Lewis
The Bowden Law Firm, LLC
Atlanta, GA
Chantelle M. Ringe
Hill Glowacki, LLP
Madison
Meghan M. Teigen
Johnson Teigen, LLC
Fitchburg
Peter J. Wall, Director of Fiduciary Services
True Link Financial
Golden, CO
8:00 a.m. : Registration
8:30 a.m. : Overview of Wispact & Introduction to New Trustee, True Link Financial, and Capital First Trust Company
Kimberly Cunningham, Bradley J. Frigon, Kevin Hayde, Peter J. Wall
9:10 a.m. : Third-Party Special Needs Trusts: Drafting and Administration Considerations
- Understand the “network” of TPSNTs that comprise a comprehensive special-needs plan
- Analyze TPSNT funding issues
- Identify the “team of allied professionals” that support the TPSNT beneficiary and trustee
- Know the options for TPSNT distribution standards
Bradley J. Frigon, Kristen M. Lewis
10:20 a.m. : Break
10:35 a.m. : Annual Case Law Update
- Current cases impacting special needs trusts
- Update of statutory changes
Peter E. Grosskopf
11:05 a.m. : Status of SSI POMS Updates & HUD’s Treatment of SNT Distributions as Income
- Implementation and possible future effects of the 2018 and 2019 SSI POMS changes
- The risk that all distributions from SNTs will be treated as income for purposes of subsidized housing under HUD policy
- Likely future treatment of SNTs under proposed HUD regulations implementing the Housing Opportunity Through Modernization Act of 2016 (HOTMA)
Roy W. Froemming
11:50 a.m. : Lunch (on your own)
1:00 p.m. : How to Hack the System: Disability Application Help Before a Denial
- Wisconsin disability hearing experience
- Benefits lost while waiting for a denial
- Application approach & documentation plan
- Increased payments & healthcare guarantees
Ron J. Konkol
1:55 p.m. : Attorney Toolbox and Options for Third-Party Funds
- Drafting and planning options for third-party funds
- Educating clients on planning for someone with special needs who may receive means-tested benefits
- Proactive planning for third-party funds
- Tips for trust administration and availability of utilizing other available tools to assist with the optimal use of supplemental funds
Mark T. Johnson, Meghan M. Teigen
2:55 p.m. : Break
3:10 p.m. : Advice and Cautionary Warnings for Non-Corporate Trustees including Special/Supplemental Needs Trusts and Testamentary Special Needs Trusts
- Helping a trustee understand the terms of the trust, their fiduciary duties, the beneficiaries benefits and needs, and budgeting the trust funds accordingly
- Guidance and advice to trustees of a trust for a minor and the interplay with parental duty of support
- Testamentary special/supplemental needs trusts for parents
- Wisconsin Uniform Trust Code trustee requirements
- Important tax issues all trustees should be aware of
- Use of caregivers and various contracting issues that may be involved
Andrew G. Falkowski, Jon Fischer, Chantelle M. Ringe, Peter J. Wall
4:15 p.m. : Program Concludes
Following program start times, webcast replay schedule will vary slightly from above listed times.
- Learn how to proactively plan for third-party funds
- Hear ways to help your clients through the disability application and denial process
- Receive tips for trust administration
- Know the options for third-party special needs trust distribution standards
- Elder law attorneys
- Estate planning lawyers
- Guardians ad litem for adults
- Probate attorneys
- Family lawyers
Book Sale – Save 20%
Advising Older Clients & Their Families
Save 20% on Advising Older Clients & Their Families .* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. This two-volume set explains the cases, statutes, and regulations governing important issues for elderly individuals, including housing, asset protection, health care decisions, Medicaid eligibility, and Social Security benefits.
Use discount code CA2996 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.