Special Needs Planning in the Era of Change:
New Opportunities for You and Your Clients
New Opportunities for You and Your Clients
March 6-7, 2009
Rancho Bernardo Inn
San Diego, CA
San Diego's Premier Golf Resort and Spa
20 minutes to downtown or La Jolla
Rancho Bernardo Inn
San Diego, CA
San Diego's Premier Golf Resort and Spa
20 minutes to downtown or La Jolla
Registration is Limited
Register Online or Call
866-296-5509
Register Online or Call
866-296-5509
Click Here for Schedule and Agenda
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Special Needs Settlement Planning Program
Co-Chairs: Tim Nay, ASNP Advisory Board Member and NAELA Past President Topics Include:
The Anatomy of a SNSP Case
Structured Settlement Annuities in SNSP Practice
IRC 468B Qualified Settlement Fund (QSF) Trusts
Medicare Secondary Payer (MSP) Compliance
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Developing your Special Needs Practice:
Planning Beyond Drafting & Administration Co-Chair: Kevin Urbatsch, ASNP Charter Member and Editor of Special Needs Trusts: Planning, Drafting, and Administration published in January 2008. Topics Include:
When The IRS Knocks... You Need To Have Answers
Panel: Pooled Special Needs Trusts
Veterans Benefits & Interactions with SNT's
SSI Updates
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| California approval for MCLE credit is pending; 11-12 hours of credit is offered; no request has been made for MCLE in legal ethics, elimination of bias, or the prevention, detection, and treatment of substance abuse or mental illness that impairs professional competence. | ||

