Program Chairs:
Eric DeGroot
Wispact, Inc.
Madison
Ryan Long
Sturgul & Long, S.C.
Ashland
Presenters:
Lars Brown
Wisconsin Department of Health Services, Division of Medicaid Services
Madison
Roberta (Bobbi) K. Flowers
Stetson University College of Law
Gulfport, FL
Amy K. Greske
O'Neill Elder Law LLC
Hudson
Peter E. Grosskopf
Grosskopf Law Office LLC
Eau Claire
Mark D. Munson
Ruder Ware L.L.S.C.
Wausau
Heather B. Poster
Becker, Hickey & Poster, S.C.
Milwaukee
Henry L. Strong
JMW Settlements LLC
Washington, D.C.
Meghan M. Teigen
Johnson Teigen LLC
Fitchburg
8:30 a.m. : Welcome and Overview of Wispact
Kevin Hayde, Executive Director
8:40 am. : Case Law Update
- Recent regional and national cases involving Special Needs Trusts
- Practice tips
Peter E. Grosskopf
9:20 a.m. : Structured Settlements, Annuities, and Trusts: What You Need to Know
- A glimpse into the upstream activities that shape a Structured Settlement
- Review of the dynamics of settlement negotiations
- Review of tax fundamentals and the value exchanged
Henry L. Strong
10:10 a.m. : Break
10:25 a.m.: Special Needs Planning for the High-Net-Worth Family
- Tax impacts and considerations
- Asset and creditor protection
- SECURE Act 2.0
Mark D. Munson
11:25 p.m.: The End of the Public Health Emergency
- Understanding the end of Medicaid continuous enrollment
- Impacts and what’s to come
Lars Brown
12:15 p.m. : Lunch (on your own)
1:15 p.m.: Shifting Sands: The Changing Landscape of Public Benefits Planning
- Ethics of divestment planning
- Facility and housing issues
- Family members as caregivers
Amy K. Greske, Ryan Long, Heather B. Poster, Meghan M. Teigen
2:45 p.m. : Break
3:00 p.m. : Mom Always Liked You Best: The Five “Cs” of Ethically Dealing with Families
- Ethical considerations when dealing with family members
- Understanding and communicating the identity of the client and remembering that the client’s objections are paramount
- Possible conflicts that may arise
Roberta (Bobbi) K. Flowers
4:15 p.m. : Program Concludes
- Discuss potential impacts of the expiring public health emergency declaration
- Receive modern planning advice from a geographically diverse panel
- Understand the nuances of working with structured settlements
- Review important considerations when planning for families with high net worth
- Guardians ad Litem for adults
- Estate planning lawyers
- Elder law attorneys
- Probate attorneys
- Family lawyers
Book Bonus!
Advising Older Clients and Their Families Vol. II
Seminar attendees will enjoy a free two-week trial of the Advising Older Clients & Their Families Vol. II Books UnBound® title and an invitation to save 20% on either a 1-year subscription to the Books UnBound title or purchase of the print book.* Delve into Medicare and Medicaid, veterans’ benefits, guardianship and protective placement, and more with the foremost guide to elder law.
*Attendees will receive information to access the free trial and discount via email after attending the program. 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. View scholarship requirements and the application here. The deadline to apply is Wednesday, April 12, 2023. Questions? Please contact Section Coordinator Kara Olson.