Overview of Special Needs Planning

Learn the basics about special needs planning from who qualifies and how to start.
May-lis Manley, Esq., Landsman Law Group

Spotlight on Social Security and Medicaid Benefits

Review the rules and regulations of Social Security benefits to consider when considering special needs planning (including trusts).
Michael Dalto, Social Security Disability, SSI, Medicare and Medicaid Basics

The Life Cycle of Special Needs Planning

This session will review processes for creating and continuing various resources to assist a disabled person.
Megan Jones, Esq., Megan Rusciano, Esq., Randi Ames, Esq., of Disability Rights Maryland

Types of Special Needs Trusts

Review the several trusts available depending on assets and government benefits.
Mary O’Byrne, Esq. O’Byrne Law Office

Estate and Financial Planning for Client with Special Needs Children

Review the estate planning considerations when creating a special needs trust.
Sage Hart, Esq. O’Byrne Law Office
Monty Knittle, Harbor Investment Advisory, LLC

General Trust Administration

Review the tasks and responsibilities of administering a trust.
Edward Biggin, Esq., Landsman Law Group

Managing Real Estate in a Trust

Review the tasks and responsibilities of administering a trust that contains real estate including tax obligations.
Richard Winelander, Esq., Winelander Law Group

Advanced Trust Administration Panel Discussion

Join the panel of practitioners to discuss advanced trust administration and options for special needs trusts.
May-lis Manley, Esq., Landsman Law Group
Mary O’Byrne, Esq. & Sage Hart, Esq., O’Byrne Law Office
Richard Winelander, Esq., Winelander Law Group
Denise Fike, First Maryland Disability Trust

Moderated by Edward Biggin, Esq., Landsman Law Group

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