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Start making a difference in people's lives.
June 13-14, 2019
Denver, CO & Via Live Webcast
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About The Event

cle.png Earn up-to 12.75 CLE hours.

Learn how and why you should incorporate special needs planning into your legal practice. 

We will provide you with legal expertise you need to begin serving disabled individuals in and around your area. Special Needs Planning and Drafting Immersion Camp provides a solid foundation for practitioners entering this complex and dynamic part of law. After completing this course, you will be able to confidently take on your first cases and build on your knowledge base. Be rewarded, both financially and personally, as you help those in our society who have been historically under-served, but who are an important and substantial segment of our population. 

The Speakers

Stephen Dale
Stephen Dale
The Dale Law Firm, PC
Jennifer Steneberg
Jennifer Steneberg
The Dale Law Firm, PC

Prior to the Camp

  • Watch The Foundations of Public Benefits (Six videos)

Day 1: Thursday, June 13, 8:30 a.m. – 5:30 p.m. MT

07:30
-
08:30
Breakfast (provided)
08:30
-
09:00
Welcome and Overview
Understanding what it means to have a special needs planning practice
09:00
-
09:30
A Brief Review of Public Benefits 
Attendees will be provided with materials on the basics of public benefits prior to the Immersion Camp. This session will go through a number of scenario’s applying what was learned to common scenarios special needs trust planners often encounter.
09:30
-
10:00
Special Needs Trust Basics
An examination of the basics of First‐Party and Third‐Party Trusts including reviewing key laws, regulations and POMS.
10:15
-
11:30
A Closer Look: First Party Special Needs Trusts
This segment will discuss how and when to use a First Party Special Needs Trust as well as working with referral sources and advisors to meet the needs of the beneficiary.
11:30
-
12:00
Methods of Distributions
This segment will focus on how to make distributions to beneficiaries including paying for needs directly, using credit cards, True Link Cards, and ABLE Accounts.
12:00
-
01:15
Lunch (on own)
01:15
-
02:30
A Closer Look: Third Party Special Needs Trust
This section will take a closer look at Third Party Special Needs Trusts with a focus on common planning and drafting scenarios.
02:30
-
03:30
Choosing the Right Management Team  
A review of management models, working with corporate, private professional fiduciaries, pooled trusts and care manager to ensure the trust will be administered correctly. 
03:45
-
04:15
Team Planning Using Distribution Plans
How to use distribution plans to avoid problems in administration of special needs trusts and coordinate the activities of the management team.
04:15
-
05:00
Third Party Trusts and Housing 
The residential needs of beneficiary of special needs trusts are often the greatest issues that families face. This section will review different options to meet that need as well as how to minimize the loss of benefits if the beneficiary is receiving SSI. 
05:00
-
05:45
Third Party Trust Tax Treatment 
Special Needs Trusts can be a valuable tax planning tool. We will review the basics of taxation of special needs trusts including utilization of qualified plans. Attendees will also learn how to work with tax professionals to harness the power of a special needs trust as a tax planning tool and increase referrals.
05:45
-
06:45
Joint Happy Hour Mixer
Mix and mingle with fellow attendees, presenters, and ElderCounsel team members from both camps, while you enjoy drinks and hors d'oeuvres, on us.

Day 2: Friday, June 14, 8:30 a.m. – 3:30 p.m. MT

07:30
-
08:30
Breakfast (provided) 
08:30
-
09:30
Using Pooled Trusts in Your Practice
Working with Pooled Trusts can be a valuable partnership to serve your clients and referral sources, as well as working with benefit recipients that are over the age of 65
09:30
-
10:00
Special Needs Trust Planning and Family Law
Using both First Party and Third Party Special Needs Trusts as a tool to maximize child and spousal support are an expanding area of practice. This segment will review the rules as well as tips of how to with Family Law Practitioners.
10:15
-
10:45
Medicare Set‐aside Arrangements
This segment will go through the basics of Medicare Set‐aside Arrangements and how to use the ElderCounsel MSA Trust.
10:45
-
12:00
Building Your Special Needs Planning Practice
This practice building segment of will concentrate on how to build a special needs planning practice in your community. We will look at common sources of referrals for both First Party and Third‐Party trusts.
12:00
-
01:15
Lunch (on own)
01:15
-
03:30
Designing Special Needs Trust and Drafting Tips
You’ve learned the law, now it’s time to look at how to design and draft special needs trusts. This session will review several design options, the impact of choosing those options, and drafting pitfalls to beware of.

Become a Sponsor!

Interested in sponsorship opportunities with ElderCounsel? Can't make it to Denver? Virtual sponsorship opportunities are now available!
Click here for more information.

SNPC - solid white

Special Needs Planning and Drafting Immersion Camp
June 13-14, 2019 | Denver, CO or via live Webcast

Space is limited both in-person and via webcast. Only 2 webcast seats left!

CLE: Up to 12.75 hours

Location
Warwick Denver
1776 Grant St.
Denver, CO 80203
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