17th Annual Illinois Statewide Transition Conference
Embassy Suites by Hilton East Peoria Riverfront Hotel & Conference Center
100 Conference Center Drive
East Peoria, IL 61611
Brian and Benji will be speaking in-person on Friday November 4th, 2022
Special Needs Trust and Future Financial Planning: 8:30am – 9:30am CST
Location: Fon Du Lac ABC
Description: This presentation will provide an overview of special needs trusts and ABLE Accounts.
Learning Objectives:
1) Discuss the who, what, where, why, when, and how of special needs trusts, both 3rd party and 1st party.
2) Discuss the who, what, where, why, when, and how of ABLE Accounts.
3) Explain the impact of divorce of parents on special needs planning and government benefits.
4) Explain the impact of litigation settlement on government benefits.
Special Needs Trust and Future Financial Planning – Guardianship & Alternatives: 9:45am – 10:45am CST
Location: Fon Du Lac ABC
Description: Educating future trustees and guardians. An overview of Guardianship & Alternatives including (Supported Decision Making, Powers of Attorney, Illinois Health Care Surrogate Act as well as Letters of Intent – Guidance for the Future Team).
Learning Objectives:
1) Discuss that one side does NOT fit all.
2) Describe limited & plenary guardianship, supported decision making, powers of attorney,& the Illinois Health Care Surrogate Act.
3) Discuss navigating the Illinois Maze.
