Administering a Special Needs Trust is one of the best services a professional fiduciary can provide. Doing a great job helps to enhance the quality of life of persons with disabilities and it is the type of service that professionals do better than non-professionals. This pre-conference intensive will assist the private professional fiduciary become a better SNT trustee by providing education and guidance on some of the most challenging duties an SNT trustee will face including creating a spending plan given available assets and lifetime care needs, understanding the do’s and don’ts of making appropriate SNT disbursements so that each is made with an understanding of the effect on public benefits, and tips in managing difficult beneficiaries and their families. This panel includes an experienced private professional fiduciary, special needs planning attorney, special needs planning financial advisor, and lifetime care manager to provide the best overview of these challenging tasks.

Coming 2024.

Program Speakers

Ann Koerner, RN, BSN, CRRN

Ann Koerner is President of National Care Advisors – a firm dedicated to providing consulting services for attorneys, financial planners, fiduciaries and trustees. National Care Advisors provides care and quality of life planning services for those families faced with physical disability, mental illness, developmental disability, or eldercare issues. Services include planning and case management applicable to Special Needs Trusts and government benefits preservation. National Care Advisors also specializes in post-litigation resolution consulting services specific to lien negotiation, Medicare Set Aside projections and administration.

Prior to the inception of National Care Advisors in 2008, Ann’s nursing practice has been dedicated to developing effective disability management solutions for injured and ill workers. As a result of her work with many national corporations, Ann possesses extensive business knowledge of case management, utilization review, third party payers, workers’ compensation, private insurance companies and government resources.

Daniel Cutter

Among the reasons I chose to join the financial services industry is my desire to serve others. This passion to help stems from my experience and the financial challenges I have watched friends, colleagues and families experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My purpose is to help special needs families and private professional fiduciaries define their goals, establish a wealth management strategy centered on the priority of their loved one or their beneficiary, and then help them to adjust their strategy, as needed, as the inevitable changes in life occur.

This desire to serve others drove me to help develop the Special Needs Team at Merrill. We are a team of Financial Advisors across California who leverage training in the field of disability planning and prudent probate investing. We focus on improving the financial well-being of individuals of special need regardless of their age or disability. We advocate a collaborative approach, drawing upon an extensive network of multi-disciplined professionals and advocates to help our clients attain financial success. We seek to promote understanding of the special needs community and to improve the self-reliance of special needs persons, their families and caregivers.

We provide a turnkey service for professional or family fiduciaries throughout the nation to promote the well-being of the trust beneficiary, conservatee or ward. We are experienced dealing with the specialized legal restrictions and court accounting procedures particular to fiduciary investing. Moreover, we are well versed in the UPIA, Probate Code matters and other rules of the court. We measure our success relative to client goals and are honored to help individuals and families pursue a more secure financial future.

Daniel does not provide legal or tax advice in his role at Merrill.

Herb Thomas

Herb Thomas, is the founder of Kairos Fiduciary Services, serving as a trustee for Special Needs Trusts and Settlement Trusts is more than a job or career. It is a calling that holds a personal significance, since he has a child diagnosed with special needs. Herb understands what parents and people who are injured need to consider as they move forward in their lives.

Herb has years of expertise in Special Needs Trust and Settlement Trust administration in the state of California and nationwide as well as a depth of experience in Conservatorships, Public Benefits Advocacy, and Probate Estate Administration. He is a California Licensed Professional Fiduciary (CLPF), with license number #86—meaning he was one of the first 100 people in California to earn the authority to serve as a professional fiduciary.

Kevin Urbatsch

Kevin Urbatsch is a principal of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. Kevin also serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals. Kevin also serves as Editor-in-Chief of the NAELA Journal. Kevin is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. Kevin is also a fellow of the American College of Trust and Estate Counsel (ACTEC).

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