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Breakout Session 3 [clear filter]
Wednesday, April 22
 

3:00pm EDT

Breakout Session 3A: Lower Your Risk: Paying Caregivers & Employees from a Trust
An educational workshop about the risks associated with paying a caregiver from a trust and how to eliminate/reduce those risks. We will cover classification (1099 vs. W2) procuring proper insurance policies, best hiring/employment practices, drafting policies, and recent changes in employment law.

Speakers
CS

Cheryl Severson

Director of Client Services and Human Resources, TEAM Risk Management Strategies
Cheryl has nearly 20 years of experience delivering client-focused solutions and with specialized HR expertise in coaching, compliance, workplace investigations, and conflict resolution. Cheryl currently oversees TEAM’s Client Services and Human Resources departments. She holds... Read More →


Wednesday April 22, 2020 3:00pm - 4:00pm EDT
TBA

3:00pm EDT

Breakout Session 3B: POMS: Your Resource to Preserving Benefits
Becoming familiar with social security's POMS for evaluating SNT distributions helps you determine which distribution requests should be allowed- and helps you to defend your decisions. This introduction to relevant POMS will help you make and defend decisions wit confidence and will help your beneficiaries keep their benefits.

Speakers
avatar for Anna Sappington

Anna Sappington

Principal, Law Office of Anna Sappington
Anna is a sole practitioner in Montgomery County, Pennsylvania, whose practice focuses around special needs planning. She is author of the legal treatise Pennsylvania Special Needs Planning Guide: A Handbook for Attorneys and Trustees of Special Needs Trusts. She advises persons... Read More →


Wednesday April 22, 2020 3:00pm - 4:00pm EDT
TBA