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Description
Moderator:
Brian Rubin,Rubin Law,
A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
8:00 Log onto the webcast in your
account at
www.iicle.com
8:55 Welcoming Announcements
9:00 –
9:30
Overview of Special Needs Planning Basics
Special needs planning is not just a third party
and/or a first party special needs trust. It is not just estate planning, not
just guardianship and alternatives to guardianship. In this session, you will also learn how to
effectively prepare for and conduct the initial consultation, including topics
you should cover in addition to estate planning, such as the who, what, why,
where and how of accessing the Illinois “maze” of services for individuals with
special needs, Letters of Intent, etc.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
9:30 – 10:45 Why
Do We Need To Do Special Planning?
Understanding the benefits and services available to an individual
with special needs will help to inspire your creativity to better serve your
clients for a more secure future. SSI, SSDI, Medicare, IL Medicaid, and waiver
services will be highlighted.
Sherri
Schneider,
Family Benefit Solutions, Inc., Buffalo Grove
10:45 – 11:00 Break
11:00 – 11:30Legislative and Case Law Updates
Darcy Chamberlin, Chamberlin Riechert Law Group, P.C., Oak
Brook
11:30
– 12:15 Drafting 3
rd Party Special Needs Trusts
and Taxes on 3rd Party Special Needs Trusts.
(0.75 Professional Responsibility
credit)
Benjamin
Rubin,
Rubin Law, A Professional Corporation, Buffalo
Grove/Chicago/Old Orchard,
12:15 – 12:45 Lunch
Break
12:45 – 1:15 Drafting 1st Party
Special Needs Trusts and Taxes on 1
st Party Special Needs Trusts
(0.5 Professional Responsibility credit)
Darcy Chamberlin, Chamberlin Riechert Law Group, P.C. Oak Brook
1:15 – 2:15 Guardianship and Alternatives including
Supported Decision Making
Sara Riechert, Chamberlin
Riechert Law Group, P.C., Oak Brook
Timothy J.
Rigby,
Hart, Southworth &
Witsman
, Springfield
2:15 – 2:30 Break – Connect with your colleagues
and our sponsors
2:30 – 3:15 Working
with Personal Injury Attorneys
Kenneth M. Bloom, Latimer LeVay Fyock, Chicago
3:15 – 4:00 Duties
of a Trustee of a Special Needs Trust
Katherine Marshall, BMO Private Bank,
Chicago
Scott Nixon,
Life’s Plan, Chicago
4:00 - 5:00 What
an Estate Planning Attorney Should know about “Other Related Areas of Law”, A
Panel Discussion
Moderator, Brian Rubin, Rubin
Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
Panelists:
Matt
Cohen,
Matt Cohen & Associates, Chicago (Special
Education)
Jeffrey A. Rabin, Jeffrey A. Rabin & Associates, Park Ridge (Social Security
Disability Appeals)
Marc K. Schwartz, Schwartz Wolf & Bernstein LLP, Buffalo Grove (Divorce and Special
Needs)
Neal E. Takiff, Whitted Takiff, LLC, Northbrook (Criminal Law and Special Needs)
5:00 Adjourn