Recent Publications and Speaking Engagements

Ask Anna to Speak

Anna volunteers to speak to community groups and organizations.
Call 215-887-5208 to schedule an event.

Best Practices for Special Needs Trust Distributions, co-presented with Karen Dunivan Konvicka of Commonwealth Community Trust; presentation for Pennsylvania Association of Elder Law Attorneys Special Needs Trust Webinar Series, September 2021

Estate Planning Benefitting Persons with Special Needs, presentation at Pennsylvania Bar Association Real Property, Probate and Trust Section Retreat, August 2021

The Art of Saying No: Declining Distributions in a Way Trust Beneficiaries Can Feel Good About, presentation at National PLAN Alliance Annual Conference, April 2021

Special Needs Benefits and Planning, Mt. Airy Learning Tree, October 2020 (open to public)

SECURE Act Update, presentation before Montgomery Bar Association Elder Law Committee, February 2020

The Social Security Administration’s Policy Overhaul: A Practitioner’s Guide to the 2018 Special Needs Trust POMS Revisions, NAELA (National Academy of Elder Law Attorneys) Journal, Fall 2019

SNT Administration: Common Concerns and Best Practices, presentation at Pennsylvania Bar Institute Elder Law Institute, July 2019

Recent Changes to SSA POMS Applicable to Special Needs Trusts, presentation before Montgomery Bar Association Elder Law Committee, February 2019

Putting ABLE Accounts Into (Your) Practice, with Sally L. Schoffstall, Esq., CELA, and Sarah M. Andrew, Esq., CELA, presentation at Pennsylvania Bar Institute Elder Law Institute, July 2018

There’s a POM For That! An Overview of SSA’s Policy Manual Provisions Relating to Pooled Special Needs Trust Administration, presentation at the National PLAN Alliance Biennial Conference, June 2018

There’s a POM For That! An Overview of SSA’s Policy Manual Provisions Relating to Pooled Special Needs Trust Administration, presentation at WyNACK Pooled Special Needs Trust Administrators’ Meeting, May 2018

Five Problems A Pooled Special Needs Trust Can Solve, with H. Amos Goodall, Jr., LL.M., CELA, presentation at Pennsylvania Bar Institute Elder Law Institute, July 2017

Hot Topics in Special Needs Law & Trust Administration, presentation before Philadelphia Bar Association Elder Law & Guardianship Committee, April 2017

Recent Developments of Interest to Special Needs Planners, presentation before Montgomery Bar Association Elder Law Committee, March 2017

ABLE Update, presentation before Montgomery Bar Association Elder Law Committee, October 2016

ABLE Update: Recent Efforts by Federal Agencies and Pennsylvania to Implement ABLE, Pennsylvania Bar Elder Law Section E-Newsletter, July 2016

Planning for Disabled Persons/Update on ABLE Act, presentation before Philadelphia Bar Association Elder Law & Guardianship Committee, November 2015

Planning for Disabled Persons/Update on ABLE Act, presentation before Montgomery Bar Association Elder Law Committee, October 2015

Guardianship Panel, presentation before Montgomery Bar Association Elder Law Committee, June 2014