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Wispact Update 2021

Product ID: CA3139D
Presented By: State Bar of Wisconsin PINNACLE

Co-produced with Wispact, Inc. and the Elder Law and Special Needs Section of the State Bar of Wiscosin

Your trusted source

Designed to keep you on the leading edge, this full-day program explores the latest developments affecting your elderly clients and/or clients with disabilities who receive medical assistance or other entitlement benefits. Ensure that your knowledge and skillsets are up-to-date with insight from experienced trust practitioners.

They’ll walk you through:

  • Recent regional and national case law involving Special Needs Trusts (SNTs)
  • The latest updates to the Program Operations Manual System (POMS)
  • How other states approach recoupment
  • Ethical issues you may encounter in representation
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $259.00

Non-Member $339.00

Credits

7 CLE

* EPR credit is not available for OnDemand programs.

Quantity:
Maximum quantity must be less than or equal to 1.

Co-produced with Wispact, Inc. and the Elder Law and Special Needs Section of the State Bar of Wiscosin

Your trusted source

Designed to keep you on the leading edge, this full-day program explores the latest developments affecting your elderly clients and/or clients with disabilities who receive medical assistance or other entitlement benefits. Ensure that your knowledge and skillsets are up-to-date with insight from experienced trust practitioners.

They’ll walk you through:

  • Recent regional and national case law involving Special Needs Trusts (SNTs)
  • The latest updates to the Program Operations Manual System (POMS)
  • How other states approach recoupment
  • Ethical issues you may encounter in representation
Read More ↓

Sponsored By

Program Chairs:

Eric DeGroot
Wispact, Inc.
Madison

Heather A. Wilson
Hill Glowacki LLP
Madison

Presenters:

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

Stephen W. Dale
The Dale Law Firm, P.C.
Pacheco, CA 

Peter E. Grosskopf
Grosskopf Law Office LLC
Eau Claire

Kevin Hayde
Wispact, Inc.
Madison

Elizabeth A. Heiner
Boardman & Clark LLP
Madison

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

Patricia E. Kefalas Dudek
Patricia E. Kefalas Dudek & Associates
Farmington Hills, MI

J. Cort Miller
Capital First Trust Company
Milwaukee

Bruce A. Tammi
Law Office of Bruce A Tammi
West Allis

Peter J. Wall
Director of Fiduciary Services
True Link Financial
Golden, CO

Carol J. Wessels
Wessels Law Office LLC
Mequon

 

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

Kevin Hayde, Executive Director

8:40 a.m. : POMS Update

Patricia E. Kefalas Dudek

9:30 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. : Guiding Trustees through the Recoupment Process

  • An overview of the recoupment process
  • Determining the legitimacy of a bill
  • Discuss what other states are doing

Terry L. Campbell, J. Cort Miller, Bruce A. Tammi, Carol J. Wessels

12:00 p.m. : Lunch (on your own)

1:00 p.m. : Using ABLE Accounts in Conjunction with Special Needs

  • How ABLE accounts and Special Needs Trusts are being used together
  • Significance and functionality of SNT to ABLE transfers
  • Considerations in selecting an ABLE program to serve clients

Doug Jackson

1:50 p.m. : The Good, the Bad, and the Unknown of Using ABLE Accounts

  • The utility of ABLE accounts in trust administration and planning for people with disabilities
  • Evaluate coordination with SNTs administration
  • Analyze ABLE Act changes and facets of beneficiary distribution mechanisms as well as public benefits eligibility
  • Recent case law

Stephen W. Dale, Eric DeGroot, Doug Jackson, Peter Wall

2:40 p.m. : Break

2:55 p.m. : True Link Prepaid Debit Cards

  • Demonstration of the client’s online dashboard
  • Use cases and beneficiary empowerment
  • Coordination with SNTs and other fiduciary vehicle

Peter Wall

3:25 p.m. : Ethical Considerations in Representing a Fiduciary

  • Identifying the client
  • Potential conflicts: co-fiduciaries, beneficiaries, and decedents
  • The lawyer as fiduciary
  • A good fiduciary gone bad

Elizabeth A. Heiner

4:15 p.m. : Program Concludes

 

  • Get up-to-speed on the latest issues affecting SNTs
  • Receive a valuable case law update
  • Be able to explain financial tools to your clients
  • Know how to address ethical concerns that could impact your practice
  • Adult guardians ad litem
  • Estate planning practitioners
  • Elder law attorneys
  • Probate attorneys
  • Family lawyers

Tuition Discount

Elder Law and Special Needs Section members who attend the live webcast on April 30, 2021 will receive a $50 tuition discount.*

*The $50 discount only applies to the live webcast on April 30, 2021 — not to webcast replays of this seminar or CLE OnDemand. ELSN Section members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount. The ELSN Section may discontinue this discount at any time.


Book Sale – Save 20%

Eckhardt’s Workbook for Wisconsin Estate Planners

Save 20% on Eckhardt’s Workbook for Wisconsin Estate Planners .** Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. Whether you’re negotiating a plea bargain or filing motion before trial, the Manual will become your go-to for sound practical guidance through the criminal defense process.

Use discount code CA3139 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.

The Elder Law and Special Needs Section is offering five full scholarships available to section members. View scholarship requirements and the application here. The deadline to apply is Friday, April 9. Questions? Please contact Section Coordinator Jane Corkery.

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.

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