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Description
Moderator:
Brian Rubin, Rubin Law,
A Professional Corporation, Buffalo Grove/Chicago/Old Orchard 4:45 Adjourn
8:00 Log onto the webcast in your
account at www.iicle.com
8:25 Welcoming Announcements
A. M.
Special Needs Trusts Frameworks
8:30 – 9:00 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
9:00 – 10:00 Why
Our Clients Need the Best Special Needs Planning
An overview of the benefits and program-including
waiver programs-that our clients may lose or not be deemed eligible if correct
planning is not in place.
Sherri
Schneider, Family Benefit Solutions, Inc., Buffalo Grove
10:00 – 10:30 Legislative and Case Law Updates
Cheryl
Kamide, Chamberlin Riechert Law Group, P.C., Oak Brook
10:30 – 10:45 Break
10:45
– 11:30 Drafting 3rd Party Special Needs
Trusts
(0.75 Professional Responsibility
credit)
Rachel K. Anderle, Generation Law, Ltd., Elmhurst
11:30 – 12:00 Drafting1st Party Special Needs Trusts
(0.5 Professional
Responsibility credit)
Kathryn C. Casey, Dutton Casey & Mesoloras, P.C., Chicago
12:00 – 12:30 Lunch
Break
P.M. Advanced Issues in Special Needs
Trusts
12:30 – 1:30 Trust Administration Issues, Including
Selecting the Trustee, Designated Rep, Trust Protector, Etc.
Sara Riechert, Chamberlin
Riechert Law Group, P.C., Oak Brook
Susan K. Knoche, TI Trust, Oak Brook
1:30 – 2:30 Tax Considerations: SECURE Act, Qualified Disability Trusts,
Tax Filings
Benjamin Rubin, Rubin Law,
A Professional Corporation, Buffalo Grove/Chicago/Old Orchard
2:30 – 2:45 Break
2:45 – 3:45 Process
for Trust Decanting, Merger and Terminations
David M. Lutrey, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest
3:45 – 4:45 Housing
Opportunity Through Modernization Act
Scott Nixon, Life’s Plan, Chicago