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Agenda

Thursday March 18, 2010

6:00 Opening Reception

Friday March 19,2010

7:30-8:30 Breakfast
8:30-8:45 Opening remarks
8:45-10:15 Deconstructing the Special Needs Trust
Professor Jeffrey Pennell
10:15-10:45 Break
10:45-12:00 Reconstructing the Special Needs Trust
Professor Jeffrey Pennell
Kevin Urbatsch
Michele Fuller
12:00-1:00 Lunch
1:15–2:15 Not Very Special Trusts: Fixing Trusts to be Special and Using Pooled Trusts
Evan Krame
2:15-2:30 Break
2:30-3:30 Special Needs Planning with Military or Veterans Benefits
Sanford Mall
3:30-3:45 Break
3:45–5:00 Federal and State Based Litigation: Identifying Issues and Plaintiffs to Participate in advocacy that Impacts Our Clients
Patricia Harrison
© 2007 Academy of Special Needs Planners, LLC.