Program Details
2025-12-12 14:00:00
Over 1,000+ webinars
Course Overview
2025-12-12 14:00:00
2h CLE Credits
Intermediate
2
2:00 pm - 2:40 pm ESTCovers first-party and third-party supplemental needs trusts, including Medicaid payback rules, asset protection, and benefit coordination; explains ABLE accounts, eligibility, and contribution limits; and outlines powers of attorney and healthcare directives, emphasizing decision-making authority, guardianship alternatives, and continuity of care.
Thomas V. Sannicandro
Michael C. Ringel
Jennifer McInerney 2:50 pm - 3:30 pm ESTPlan for parents and a child with special needs by establishing and funding a special needs trust, coordinating government benefits with personal resources, and creating a long-term strategy that promotes care, independence, and lasting financial security for the child’s future.
Thomas V. SannicandroMichael C. RingelJennifer McInerney 3:40 pm - 4:20 pm ESTExplores differences between ABLE accounts and special needs trusts, outlines strategies for aligning financial planning with government benefit eligibility, and highlights reporting obligations, compliance requirements, and administrative considerations to ensure proper management and protection of assets for individuals with disabilities.
Thomas V. SannicandroMichael C. RingelJennifer McInerneyThomas V. Sannicandro, JD, PhD, is an attorney, entrepreneur, disability advocate, author, and former politician with more than 25 years of experience in disability law. As the founder of SpecialNeedsTrustsOnline.com, a nonprofit dedicated to providing affordable estate planning services for families with special needs children, he brings both professional expertise and personal insight as the parent of an adult son with Down syndrome. His career spans public service, academia, and legal practice, including serving as a Massachusetts State Representative from 2005 to 2017, where he chaired the Joint Committee on Higher Education and authored significant legislation such as the Inclusive Concurrent Enrollment Program and the Real Lives Bill. He has also held leadership roles in higher education and disability advocacy organizations and is an active speaker and author on disability policy and personal development.
Michael C. Ringel is a seasoned financial professional with over two decades of experience helping individuals and families—particularly those caring for loved ones with disabilities—develop thoughtful, values-driven financial strategies. As a Chartered Special Needs Consultant (ChSNC), he focuses on guiding families through complex planning decisions with clarity, confidence, and compassion. Since 2004, Michael has worked closely with parents of children with disabilities, educating them on key financial tools such as special needs trusts, ABLE accounts, and long-term financial planning. Inspired by a passion for teaching, he has built his practice around helping families understand and take control of their financial futures in practical, personalized ways.
Jennifer “Jenny” McInerney is an attorney at McInerney Law Firm whose practice is devoted to helping families and small businesses navigate complex legal planning with clarity and care. She focuses on estate planning, special needs planning, elder law, and business matters, advising clients on strategies to protect loved ones and avoid disputes during major life transitions. Jenny brings both professional expertise and personal perspective to her work, particularly in special needs planning, as the mother of two children with special needs. In addition to serving families, she assists small business owners with entity formation, corporate matters, and nonprofit compliance, providing comprehensive legal support grounded in real-world understanding.
Thomas V. Sannicandro, JD, PhD, is an attorney, entrepreneur, disability advocate, author, and former politician with more than 25 years of experience in disability law. As the founder of SpecialNeedsTrustsOnline.com, a nonprofit dedicated to providing affordable estate planning services for families with special needs children, he brings both professional expertise and personal insight as the parent of an adult son with Down syndrome. His career spans public service, academia, and legal practice, including serving as a Massachusetts State Representative from 2005 to 2017, where he chaired the Joint Committee on Higher Education and authored significant legislation such as the Inclusive Concurrent Enrollment Program and the Real Lives Bill. He has also held leadership roles in higher education and disability advocacy organizations and is an active speaker and author on disability policy and personal development.
Michael C. Ringel is a seasoned financial professional with over two decades of experience helping individuals and families—particularly those caring for loved ones with disabilities—develop thoughtful, values-driven financial strategies. As a Chartered Special Needs Consultant (ChSNC), he focuses on guiding families through complex planning decisions with clarity, confidence, and compassion. Since 2004, Michael has worked closely with parents of children with disabilities, educating them on key financial tools such as special needs trusts, ABLE accounts, and long-term financial planning. Inspired by a passion for teaching, he has built his practice around helping families understand and take control of their financial futures in practical, personalized ways.
Jennifer “Jenny” McInerney is an attorney at McInerney Law Firm whose practice is devoted to helping families and small businesses navigate complex legal planning with clarity and care. She focuses on estate planning, special needs planning, elder law, and business matters, advising clients on strategies to protect loved ones and avoid disputes during major life transitions. Jenny brings both professional expertise and personal perspective to her work, particularly in special needs planning, as the mother of two children with special needs. In addition to serving families, she assists small business owners with entity formation, corporate matters, and nonprofit compliance, providing comprehensive legal support grounded in real-world understanding.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
