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Held in Rancho Bernardo, CA, attendees enjoyed a full day of presentations by a highly-experienced, multidisciplinary faculty of settlement professionals. Presenters held several sessions exploring the viability of adding Special Needs Settlement Planning to a traditional special needs practice. The second day of the conference focused on topics ranging from planning for Veteran Benefits, to understanding income tax planning, valuation of estate taxes and selecting the appropriate Pooled SNT.
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What members had to say about our 3rd Annual Meeting

"I just wanted to drop a quick note to say how much I enjoyed the meeting. Though a Trusts & Estates Attorney with 36 years in practice, Special Needs Planning is a very new addition to my services, and all of my experience to date has been with 3rd Party SNT. The entire first day of the meeting dealing with 1st Party SNT and Medicare / Medicaid set-aside is totally new to me and the information and presentations will certainly be a huge help in building a foundation of knowledge as I expand into that area"

Alan Jay Ackerman
Philadelphia, PA

"The meeting was great - kudos to you and all of the ASNP staff, planners and presenters for a great meeting in a lovely setting. The sessions I attended were excellent. So, thanks to everyone who put the meeting together."

Donna R. Meyer
Portland, OR

"This year's meeting came at a great time since I had just picked up 2 new clients in this litigation SNT area. Thank you again for your continued support."

Susan A. Katzen
Huntington Beach, CA

"Although I was not able to attend this years meeting, the recorded sessions were very helpful - so helpful in fact that I ordered a copy of the 2nd Annual Meeting's audio as well!"

Leonard Mondschein
Miami, FL
2009 ASNP National Meeting Gold Sponsor
The Center

© 2007 Academy of Special Needs Planners, LLC.