2010 Fourth Annual Meeting of the Academy of Special Needs Planners
Held in Charleston, SC attendees enjoyed two full days of presentation by nationally recognized leaders in the field of special needs planning. Beginning with a Key Note presentation by estate planning guru, Professor Jeffrey Pennell, attend a full day of presentations by a highly-experienced, multidisciplinary faculty of settlement professionals. With a theme of Strenghtening Our Roots and Extending Our Branches, this year's program successfully reminded practitioners of what core areas of the discipline they are expected to have mastered including drafting, medicare benefits, SSI/SSDI issues, and working with a Pooled Trust as well as some of the newer challenges attorneys are faced with such as Qualified Settlement Funds, veterans benefits and special ed law.
To view meeting materials, photos and more click here
National Meeting Co-Chairs: Frank Johns and Franchelle Millender
Steering Committee: Kevin Urbatsch, Evan Krame, Michele Fuller and Diedre Braverman
2009 3rd Annual Meeting of the Academy of Special Needs Planners
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.
To view meeting materials, photos and more click here
National Meeting Co-Chairs:
Tim Nay
and
Kevin Urbatsch
Steering Committee:
Linda Durston
,
Evan Krame
and
Diedre Wachbrit
2008 2nd Annual Meeting of the Academy of Special Needs Planners
Held in New Orleans, LA, attendees enjoyed presentations from nationally recognized leaders in
special needs planning as well as the lively exchange of ideas and experiences among colleagues.
ASNP sponsored a community service project - 25 meeting attendees arrived early to participate!
Efforts focused on Families Helping Families, a non-profit that assists families with special needs.
To view meeting materials, photos and more click here
National Meeting Chairman:
A. Frank Johns
Steering Committee:
Evan Krame
,
Diedre Wachbrit
,
Mindy Suchinsky,
Steven Bain,
Kevin Urbatsch
and
Sheila Moragas
2007 1st Annual Meeting of the Academy of Special Needs Planners
The very first annual conference was held at Stone Mountain, GA. The consensus among attendees
was that they learned a great deal. They left energized and anxious to return to their practices
to apply their newly gained knowledge.
To view meeting materials, photos and more click here
National Meeting Chairman:
Harry S. Margolis
Steering Committee:
Vincent Russo
and
Diedre Wachbrit
