SNA to Speak/Exhibit at NAMI Convention

On Sunday, June 30, SNA attorneys will present a three-hour estate planning workshop at the 2013 NAMI (National Alliance on Mental Illness) Convention in San Antonio, Texas. Beginning at 1:30 p.m., Stephen W. Dale (CA) and Mary Alice Jackson (TX) will give an overview of the considerations when structuring a plan that covers healthcare, government benefits and special needs trusts (SNTs). A major topic of discussion will be the Affordable Care Act and how newly available options will affect family decision-making. At 3:30, two concurrent breakout sessions will address, respectively, how to use an SNT to purchase a residence and guardianship and its alternatives.

“Housing and Alternatives” will cover how an SNT can “hold” a residence that can be passed lien-free to a remainder beneficiary without being subject to Medicaid payback. It will also explain how such trusts affect SSI and Medicaid eligibility.

“Guardianships, POAs and Their Alternatives” will outline the “who, what, why, where, when and how” of guardianships-“partial/limited” and “full/complete,” as well as durable powers of attorney.  When a loved one has a mental illness, balancing independence with concerns for their safety and well-being can be complicated. This session will explore both considerations and options. It will also address the importance of preparing “future” guardians or agents by providing the detailed information that will enable them to fulfill their responsibilities as you would wish.

SNA member Brian Rubin (IL) will join Stephen and Mary Alice in  staffing  an exhibit hall booth throughout the convention, so plan on stopping by to get your questions answered.  There’ll be brochures covering many issues faced by families whose loved ones have a mental illness, and we can give you information about special needs attorneys in your home state.

SNA has been participating in NAMI conferences since 2005 and has presented workshops since 2006.