Trustee School Agenda 2018
8:00am – 8:30am Registration and Breakfast
8:30am – 8:45am Welcome & Introduction
Thomas D. Begley, Jr.
8:45am – 9:30am Guardianship, Powers of Attorney, Petitions & Accounting
Ethan J. Ordog and Joellen Meckley of Begley Law Group will discuss Guardianship, Powers of Attorney, Petitions and Accounts as it relates to your beneficiaries and Special Needs Trusts.
9:30am – 10:15am Social Worker Advocacy
John Joseph Scullin, Meeting Life Challenges will discuss Pennsylvania Medicaid Waiver Programs.
10:15am – 10:30am Break
10:30am – 11:15pm Social Security Administration
Mandy Stokes and Michael Leach, Social Security Administration, will discuss “What’s New with Social Security.”
11:15am – 12:00pm Proactive & Next Generation Planning for Families that Include a Loved One with Disabilities
Ann Koerner, President, National Care Advisors will discuss comprehensive quality planning for families from vision to implementation.
12:00pm – 1:30pm Lunch
1:30pm – 2:30pm Trustee Panel: Hot Topics in Trust Administration
Mary Arena Hagan, National Distribution Consultants, Adam Brower, Garden State Trust Company and Chris Foregger of Capital First Trust will discuss the Hot Topics in Trust Administration sharing their experience in working with clients, family intervention and all the aspects of Trust Administration.
2:30pm – 3:30pm Medicaid Changes Affecting Administration of Special Needs Trusts
Mark Newell, Esq. and Lesley Oakes, Esq., Office of General Counsel of the Department of Human Services will discuss “What’s New with Medicaid” and how they affect the administration of Special Needs Trusts.