SNA Members to Speak at NAMI Convention

SNA members will present an overview of estate planning essentials on Saturday, September 6,during the 2014 NAMI (National Alliance on Mental Health) Convention in Washington, D.C. Attorneys Stephen W. Dale, Mary E. O’Byrne and Brian N. Rubin will participate in a panel discussion of planned giving and special needs trusts (SNTs), including case studies that illustrate strategies employed by families living with mental illness. SNTs are a means of protecting an individual’s eligibility for means-tested government benefits while setting aside funds to supplement the coverage provided by such programs.

Before becoming an attorney, Stephen was a licensed psychiatric nurse, working in state hospitals and community programs in California. A former SNA board member, he regularly teaches classes on using trusts to improve quality of life for individuals with disabilities. In addition to practicing special needs law, Mary teaches in a variety of state and national forums. She has an MBA, has worked in the health insurance and HMO sectors, and serves on the board of directors of NAMI-Metro Baltimore. Brian is an SNA board member, president of the Arc of Illinois and is frequently interviewed by the press on special needs planning. He has a 33-year-old son who is dually diagnosed with mental illness/developmental disabilities.