Wispact Update 2022

Product ID: CA3287W
Presented By: State Bar of Wisconsin PINNACLE

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

Guidance you can trust

Designed especially for those representing elderly or disabled clients and their families, this full-day program is packed with a rundown of the latest developments to keep your skillset on the leading edge. Experienced practitioners will provide insight on the latest trends affecting Special Needs Trusts, the continuing impact of the SECURE Act on retirement assets, Medicare Set Aside Trusts, and more!

Plus, NEW this year, you’ll have the chance to connect with your colleagues and friends on our interactive virtual platform! Don’t miss the chance to get the content you need wherever you are in a fun, user-friendly virtual environment.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $269.00

Non-Member $349.00

Credits

7 CLE

Date and Time

Friday, April 01, 20228:30 AM - 4:15 PM CT

Add to Calendar 4/1/2022 8:30:00 AM 4/1/2022 4:15:00 PM America/Chicago Wispact Update 2022

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

Guidance you can trust

Designed especially for those representing elderly or disabled clients and their families, this full-day program is packed with a rundown of the latest developments to keep your skillset on the leading edge. Experienced practitioners will provide insight on the latest trends affecting Special Needs Trusts, the continuing impact of the SECURE Act on retirement assets, Medicare Set Aside Trusts, and more!

Plus, NEW this year, you’ll have the chance to connect with your colleagues and friends on our interactive virtual platform! Don’t miss the chance to get the content you need wherever you are in a fun, user-friendly virtual environment.

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No longer available, please choose from options above.

Maximum quantity must be less than or equal to 1.

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

Guidance you can trust

Designed especially for those representing elderly or disabled clients and their families, this full-day program is packed with a rundown of the latest developments to keep your skillset on the leading edge. Experienced practitioners will provide insight on the latest trends affecting Special Needs Trusts, the continuing impact of the SECURE Act on retirement assets, Medicare Set Aside Trusts, and more!

Plus, NEW this year, you’ll have the chance to connect with your colleagues and friends on our interactive virtual platform! Don’t miss the chance to get the content you need wherever you are in a fun, user-friendly virtual environment.

Read More ↓

Sponsored By

Program Chairs and Presenters:
Eric DeGroot
Wispact, Inc.
Madison

Kate Schilling
Greater Wisconsin Agency on Aging Resources
Madison

Presenters:
Joe Anderson
Medivest
Oviedo, FL

Janice Beers
Catholic Multicultural Center
Madison

Shannon Drake-Buhr
Covering Wisconsin
Madison

Bradley J. Frigon
Law Offices of Bradley J. Frigon LLC
Englewood, CO

Roy W. Froemming
Johnson Teigen LLC
Fitchburg

Peter E. Grosskopf
Grosskopf Law Office LLC
Eau Claire

KC Kratochvill
Wispact, Inc.
Madison

Mark D. Munson
Ruder Ware LLSC
Wausau

Meghan M. Teigen
Johnson Teigen LLC 
Fitchburg

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

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

Kevin Hayde, Executive Director

8:40 a.m. : Case Law Update

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

Peter E. Grosskopf

9:10 a.m. : Administrative Law Update

KC Kratochvill

9:30 a.m. : Charitable Remainder Trusts and Retirement Assets After the SECURE Act

Mark D. Munson

10:20 a.m. : Break

10:35 a.m. : Taxation Nuances of PSNT Sub-Accounting  

Bradley J. Frigon, Peter Wall

11:25 a.m. : Medicare Setaside Trusts: A Panel on How to Work Together

Joe Anderson, Meghan M. Teigen

12:15 p.m. : Lunch

1:15 p.m. : Immigrant Eligiblity for Public Benefit Programs

Janice Beers, Shannon Drake-Buhr

2:20 p.m. : Unwinding the Public Health Emergency

Kate Schilling

3:10 p.m. : Break

3:25 p.m. : HUD-Subsidized Housing Issues (Financial Eligibility)

Roy Froemming

4:15 p.m. : Program Concludes

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

  • Stay up-to-date on the latest developments in Special Needs Trusts
  • Know best practices for working with Medicare Set Aside Trusts
  • Explore the use of charitable remainder trusts and retirement assets after the SECURE ACT
  • Understand how immigration benefits impact means-tested benefits
  • Discuss what to expect in your practice once the public health emergency comes to an end
  • Receive important case law and administrative law updates
  • 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 1, 2022 will receive a $50 tuition discount.*

*The $50 discount only applies to the live webcast on April 1, 2022 — 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%

Advising Older Clients and Their Families Vol. II

Save 20% on Advising Older Clients and Their Families Vol. II.** Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. Delve into Medicare and Medicaid, veterans’ benefits, guardianship and protective placement, and more with the foremost guide to elder law.

Use discount code CA3287 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.

The Elder Law and Special Needs Section is offering five full scholarships available to section members. The deadline to apply is Friday, March 11. View application and requirements here.

Questions? Please contact Section Coordinator Jane Corkery.

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