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2009 Third Annual Meeting of the Academy of Special Needs Planners
Session 1 — The Anatomy of a Special Needs Settlement Planning (SNSP) Case
Patrick Hindert, Frank Johns & Kevin Urbatsch
Session 1.2 Web 2.0 Discussion.ppt
Hypothetical - Anatomy of a Special Needs Settlement Planning Case
Choosing the Right Strategy
Session 2 — Structured Settlement Annuities in Special Needs Settlement Planning
Jack Meligan & Michele Whitmore
Income and Estate Taxation of Structured Settlement Proceeds.ppt
Structured Settlement Annuities in SNSP Practice Outline
Using plaintiff Structured Settlement Specialists
Neuro Rehabilitation Article: Utilization Of The Life Care Plan In Personal Injury Litigation: Case Evaluation And Funding Design In The Catastrophic Needs Case
The Old Way And The Right* Way, In accordance with the principles of Justice*
Immediate and Annual Lump Sum Needs - Analysis
Annual and Cumulative Needs - Analysis
Funding - Analysis
Session 3 — IRC 468B Qualified Settlement Fund (QSF) Trusts
Jason Lazarus & Richard Risk
Qualified Settlement Funds & Structured Settlements from the Settlement Planner's Perspective.ppt
Integrating a Structured Settlement with a Special Needs Trust Through a Qualified Settlement Fund.ppt
Integrating a Structured Settlement with a Special Needs Trust Through a Qualified Settlement Fund.pdf
Law Journal Article: "Structured Settlements: The Ongoing Evolution from a Liability Insurer's Ploy to an Injury Victim's Boon," 36 Tulsa L.J 865 (2001)
Chart: QSF Sequence of Events
Article: "Understanding Constructive Receipt and Economic Benefit"
Debunking the QSF Single-Claimant Myth
Law Journal Article: "A Case for the Urgent Need to Clarify Tax Treatment of a Qualified Settlement Fund Created for a Single Claimant," 23 Va. Tax Rev. 639 (2004)
Society of Settlement Planners (SSP) "Standards of Professional Conduct for Settlement Planners"
News Release by SSP, March 31, 2008, on adoption of Standards of Professional Conduct for Settlement Planners
Session 4 — MSAs — Successfully Integrating SNSP With An Established Estate Planning/Elder Law Practice
Sandy Conley & Tim Nay
Integrating A Settlement Practice Into An Elder Law Practice Outline
2008 Second Annual Meeting of the Academy of Special Needs Planners
Session 1 — Special Needs Trusts For High Net-Worth Families
Michael Gilfix
SNT Large Estate
Session 2 — Practical Tax Considerations Of Grantor vs. Non-Grantor Trust
Vincent J. Russo
Practical Tax Considerations Of Grantor vs. Non-Grantor Trust - PowerPoint
Letter to accountant
Grantor trust income tax return
Non-grantor trust income tax return
Knight case decision
Session 3 — Financial Planning For The Child With Special Needs And The Entire Family
Cynthia R. Haddad
Overview of Comprehensive Special Needs Financial Planning
Financial Planning Case Study #1 - Sample Financial Needs Analysis
Financial Planning Case Study #2 - Life Insurance Analysis
Financial Planning Case Study #3 - Special Needs Planning Consideration
Sal Salvo
Life Insurance - Basic Types
Whole Life-Basic Life Insurance Considerations
UL Guard 2 - Non-Qualified Policy
Basic Life Insurance Policy Presentation Term 5 Guaranteed
LEAP Systems Software
Session 4 — MSAs — Prudent Investment — Income And Principal
William Browning
Prudent Investment — Principal And Income
Exhibit A
Session 5 — Ethics, A. Frank Johns
Roberta Kemp Flowers
Ethics: What Is Your Responsibility?
Ethics With a Fiduciary - Powerpoint
Attorneys As Self-Appointed Fiduciaries: The Ethical Issues
Session 6 — Dealing With Difficult Beneficiaries
Patricia E. Kefalas Dudek
Petitioners Brief in Support of Continuation of the SNT F/B/O
Session 7 — Trusts And The Funding Of Tort Recoveries
Michele Whitmore
Table of Contents, Trusts and the Funding of Tort Recoveries
Trusts And The Funding Of Tort Recoveries
Funding Spreadsheet Lump Sum Needs
Funding Spreadsheet Annual Cumulative
Funding Spreadsheet
Neuro Rehabilitation Article: Utilization Of The Life Care Plan In Personal Injury Litigation: Case Evaluation And Funding Design In The Catastrophic Needs Case
Michele Whitmore, Resume
Tim Nay, Jack L. Meligan & Prof. Joseph Tombs
RSP Topic List
Registered Settlement Planner Program at TTU: An Overview
Session 8 — PI Litigation
Evan J. Krame & Diedre Dennis Wachbrit
Planning For The Payoff — PowerPoint
Planning For The Payoff
Practical Questions and Their Answers
Session 9 — The Top Ten Reasons Fiduciaries Get Sued: What Trustees Facing Increased Exposure To Litigation Can Do About It
Richard C. Milstein & A. Frank Johns
Beyond Ethics
Beyond Ethics - PowerPoint
Session 10 — Can The Trustee Do That? SSI Rules For Trust Administration
David J. Lillesand
Can I Do That? SSI Rules For Trust Administration
Thoughts on Supporting Healthy Dependents Using Funds from a Disabled Parent's or Spouse’s Special Needs Trust
Lillesand's SSI Trust Compliance Seven Step Chart for Special Needs Trust Disbursement Decisions --- DRAFT
"The Sole Benefit Issue" —STATUTES
Lillesand's SSI Trust Compliance - Seven Step Chart for Special Needs Trust Disbursement Decisions
Kenneth A. Brown
The Effects Of Distributions From Trusts In The Supplemental Security Income Program
Session 11 — Interaction Between Section 8 And Special Needs Trusts
Kevin Urbatsch
Section 8 Housing And Special Needs Trusts
Section 8 Housing And Special Needs Trusts - PowerPoint