Search for: "David Lillesand"
Results 1 - 20
of 37
Sort by Relevance
|
Sort by Date
9 Jun 2019, 2:59 pm
Anyway, if you’re interested in doing a deep dive on this issue, you’ll want to read Thoughts on Supporting Healthy Dependents Using Funds From a Disabled Parent’s or Spouse’s Special Needs Trust, by Florida special needs trust guru David Lillesand. [read post]
11 Feb 2018, 3:55 pm
Contributing author David Lillesand, a nationally recognized special needs legal expert, highlights Release 63 with a comprehensive introduction to ABLE accounts for structured settlement and settlement planning professionals. [read post]
11 Feb 2018, 3:55 pm
Contributing author David Lillesand, a nationally recognized special needs legal expert, highlights Release 63 with a comprehensive introduction to ABLE accounts for structured settlement and settlement planning professionals. [read post]
17 Apr 2017, 4:25 pm
At present, however, both the ACA and Medicaid continue to represent critical health care alternatives for disabled individuals as David Lillesand and Travis Finchurm discussed in their presentation "To SNT or not SNT". [read post]
17 Apr 2017, 4:25 pm
At present, however, both the ACA and Medicaid continue to represent critical health care alternatives for disabled individuals as David Lillesand and Travis Finchurm discussed in their presentation "To SNT or not SNT". [read post]
24 Mar 2016, 8:03 am
For structured settlement professionals, S2KM found ASNP's two "Pre-Session" presentations ("The ABCs of Public Benefits" by David Lillesand and "The ABCs of Special Needs and Settlement Planning" by Kevin Urbatsch and Michele Fuller) especially informative. [read post]
28 Oct 2015, 1:00 pm
As ACA experts such as attorney David Lillesand have pointed out, ACA private health insurance offers special needs clients several potential advantages compared with SNTs. [read post]
5 Jul 2015, 7:03 am
Quoting attorney David Lillesand, Solkoff emphasizes: the ACA "creates a whole new definition of ‘health insurance. [read post]
22 Dec 2014, 3:05 pm
Among other topics, the ASNP 2014 Conference expanded previous ASNP educational programs about the Patient Protection and Affordable Care Act (ACA aka "Obamacare") including a multi-professional "ACA Panel" consisting of: David Lillesand (attorney); Ann Koerner (life care planner); and Scott McDonald (investment adviser).Other settlement planning topics addressed during ASNP's 2014 Annual Conference: Blaine Brockman and Patricia Kefalas Dudek spoke about… [read post]
30 Jun 2014, 11:02 am
ASNP's 2014 conference featured two ACA presentations: A multi-professional "ACA Panel" consisting of: David Lillesand (attorney); Ann Koerner (life care planner); and Scott McDonald (investment adviser). [read post]
6 Apr 2014, 9:24 am
ASNP's 2014 conference featured two ACA presentations: A multi-professional "ACA Panel" consisting of: David Lillesand (attorney); Ann Koerner (life care planner); and Scott McDonald (investment adviser). [read post]
5 Aug 2013, 10:35 am
Featured NAELA webinar speakers and topics: Cynthia Barrett - Estate Planning David Lillesand - Social Security Victoria Collier - Veterans' Benefits Rene Reixach, Jr. - Medicaid Background As enacted in 1996, DOMA Section 3 (Definition of Marriage) provided: "In determining the meaning of any Act of Congress, or of any ruling, regulation, or interpretation of the various administrative bureaus and agencies of the United States, the word 'marriage' means only a legal union… [read post]
14 Apr 2013, 9:41 am
Professional associations whose members engage in settlement planning have already begun to address these issues: Speakers at recent Academy of Special Needs Planners (ASNP) annual educational conferences (Cynthia Barnett in 2011, David Lillesand in 2012 and Scott Solkoff in 2013) explored these issues in the context of special needs planning. [read post]
28 Mar 2013, 12:08 pm
Congratulations to ASNP and conference Chairman David Lillesand for an outstanding 2013 educational program which also featured a supplemental "Back to Basics" program and an SSI update presented by Lillesand. [read post]
28 Jun 2012, 10:39 am
At the ASNP 2012 Annual Meeting, David Lillesand discussed how the prohibition against "pre-existing condition" exclusions mandated by the Affordable Care Act (already in effect in 22 states) impact special needs legal practice generally and self-settled (first party) special needs trusts specifically. [read post]
29 Mar 2012, 12:05 pm
One of the highlights of the ASNP conference was a special introductory program titled "Basics of Special Needs Planning" presented by Fuller and two other nationally renowned special needs attorneys, Kevin Urbatsch and David Lillesand. [read post]
23 Sep 2011, 11:20 am
Although still marketed by some sales persons, the first two justifications for defendants and liability insurers to promote and fund structured settlements have been exposed as "myths" by Jeremy Babener and David Lillesand respectively. [read post]
25 May 2011, 9:18 am
David and Jessica Lillesand [read post]
17 Mar 2011, 7:33 pm
David Lillesand - SSI Update - Lillesand's annual Social Security Income summary for ASNP included detailed analysis of Social Security Regional Chief Counsel precedents for 2009 and 2010 some of which impact structured settlements used to fund SNTs. [read post]
14 Apr 2010, 2:24 pm
SSI and SSDI Updates - David Lillesand summarized developments impacting Social Security including extensive and valuable reference materials featuring charts, diagrams and recent regulatory rulings. [read post]
