• Check-in at registration desk
• Light breakfast and refreshments available
• Networking opportunities with attendees and exhibitors

Topic: Explore the Evolution of Special Needs Trusts Through 2025: Types, Uses, Set-Up Options, Key  Challenges, and Current Trends.

Speaker: Amy Delaney, Esq.

Q&A session: 10 minutes

Topic: Discover best practices for seamlessly transitioning responsibilities from development to trust officers. Explore the significance of sharing vital information,
fostering strong relationships, conducting benefits analyses, and introducing your beneficiary to the rules of SNTs.

Speaker: Kristin Thompson, Esq.

Q&A session: 10 minutes

• Visit exhibitor booths
• Check and respond to texts, e-mails and voicemails
• Refreshments available

Topic: This session will focus on holistic financial planning for Special Needs Trust beneficiaries to help beneficiaries and their families plan for the future (e.g. available services, investment options, tax ramifications, legal planning, government benefits, ABLE accounts, and more), and also will review the SNT trustee’s duties under the Uniform Prudent Investor Act.

Speaker: Peter Wall, Director of Fiduciary Services.

Q&A session: 10 minutes

Topic: What essential tax facts should every professional working with a Special Needs Trust know? Delve into Secure 2.0, RMD changes, the reduction of the estate tax
exemption, and strategies for 2025 and beyond.

Speaker: Hyman Darling, Esq.

Q&A session: 10 minutes

• Visit exhibitor booths
• Check and respond to texts, e-mails and voicemails
• Refreshments available

Catered lunch provided

Topic: During the third quarter of a high school football game in 2014, James’ life
changed in an instant. A devastating acute subdural hematoma left him with less than a
7% chance of survival. But against all odds, he defied expectations, proving the power of
resilience and determination. Now, James shares his incredible journey – from the brink of tragedy to triumph – offering an inspiring message of perseverance, hope, and the strength to overcome life’s greatest challenges.

Speaker: James McGinnis

Q&A session: 10 minutes

• Visit exhibitor booths
• Check and respond to texts, e-mails and voicemails
• Refreshments available

Topic: Explore the Ethical Issues in Special Needs Trust Administration. Can the trust cover that expense? What are the boundaries of a parent’s duty to provide support? When is it appropriate for an SNT to purchase a home, and how should contributions be allocated? Learn about common pitfalls and critical “no-nos” for trust officers in managing SNTs.

Speaker: Patricia E. Kefalas Dudek, Esq.

Q&A session: 10 minutes

• Visit exhibitor booths
• Check and respond to texts, e-mails and voicemails
• Refreshments available

Topic: This panel discussion explores critical financial and legal considerations in special
needs planning, including the proper legal methods for compensating caregivers,
managing companion and vacation travel requests, and determining the circumstances
under which medical marijuana payments may be approved. Panelists will also share
insights on guiding personal injury lawyers in resolving liens and provide expert advice
on Medicaid waivers, including the best timing for applications.

Moderator: Samantha L. Shepherd

Panelists: William Hubbard, Cynthia Letsch and Ben Neiburger

Q&A session: 15 minutes

Speaker: Brandi Gholson, Heartland Special Needs Foundation Board Member

• Final opportunity to connect with exhibitors and attendees
• Refreshments available