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6th Annual Special Needs Institute -Live Webcast

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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


December 7, 2022
Wed 8:50 AM CST

Duration 8H 10M

This live web event has ended.

Event Support
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