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
8:30 am Welcome and Overview of Wispact
Kevin Hayde
8:40 am The Centers Bankruptcy
- 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
Kevin Hayde, Mark D. Munson
9:30 am Special needs financial planning
- 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.
Ryan McGuire
10:20 am Break
10:35 am Case Law Updates
- New MEH Rules
- Fair Hearing Decisions
Blaine E. Patiño
11:25 am Who Holds the Power: Creating and Funding Special Needs Trusts
- 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.
Jessica A. Liebau
12:15 pm Program Concludes
- 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.