Seminar Number

8473

 

Early
Registration Fee:

$130

On-Site
Registration Fee:

$150

 

SPECIAL NEEDS TRUSTS

JANUARY 16, 2014

State Bar of Georgia Headquarters
104 Marietta St. NW • Atlanta

CLE Hours:
6 CLE Hours

Co-Sponsor:
Elder Law Section, State Bar of Georgia

Presiding:
Ruthann P. Lacey, Program Chair, Law Office of Ruthann P. Lacey, P.C., Tucker

8:00

Registration and Continental Breakfast
(All attendees must check in upon arrival. A jacket or sweater is recommended.)

8:55

Welcome and Program Overview
Ruthann P. Lacey

9:00

The Special Needs Trust Decision Tree
Ruthann P. Lacey

9:40

SSI and SSDI Applications and Hearing
Laurence L. Christensen, Laurence L. Christensen, P.C., Marietta

10:25

BREAK

10:15

nondischargeable debts
John F. Isbell, Thompson Hine LLP, Atlanta

10:40

Housing Issues in Special Needs Trusts:
The Devil is in the Details

Martha C. Brown, Martha C. Brown & Associates, LLC, St. Louis, MO

11:40
The Georgia Community Trust—Georgia’s Pooled Special Needs Trust
Robert M. Fink, JD, CPA, Executive Director, Georgia Community Trust, Smyrna
12:10
Lunch (Included in registration fee)
12:40
The Affordable Care Act and Special Needs Trusts
David L. McGuffey, Elder Law Practice of David L. McGuffey, LLC, Dalton
1:30
The Department of Community Health— Approval, Annual Review, Termination
William H. Overman, JD, Director, Trust Review and Accounting Units, HMS, Atlanta
Lawson Peters, CPA, Trust Accounting Reviewer, HMS, Atlanta
2:20

BREAK

2:35
What Trustees Need to Know about Their Fiduciary Duties
Craig M. Frankel, Gaslowitz Frankel LLC, Atlanta
3:35
Cobb Mental Health Court
Hon. Mary E. Staley, Judge, Cobb County Superior Court, Marietta
3:30
ADJOURN