Lunch and Learn Virtual Training: Maximizing Benefits and Services & Care Coordinators

Training synopsis:

James Traylor, Upstate Special Needs Planning, will be discussing the intersection of various public benefits, technical Medicaid questions and special needs trusts.


James Traylor is the Chartered Special Needs Consultant for Upstate Special Needs Planning. James is a sibling, advocate and professional who has focused his entire professional career in becoming the agency of choice for families planning for a family member with a disability. James regularly provides continuing education or legal, financial and tax professionals on planning for an individual with a disability and also speaks at several national disability conferences.  He currently serves as Chair for the NYS Developmental Disabilities Planning Council, a member of the board of directors for the ARC of Monroe Foundation, a graduate of Partners in Policymaking and is a 2009 Rochester Business Journal 40 Under 40 recipient.  James has also earned the professional designation of a Chartered Special Needs Consultant (ChSNC) in addition to his other financial credentials.


Tuesday, November 17th from 2:30pm – 3:30pm


Please RSVP by signing up through the form below.

Or by emailing Matt Fico, Community Outreach Coordinator, at

**The webinar link will be sent to all registrants 24 hours prior to the event date**


Nov 17 2020


2:30 pm - 3:30 pm

To ask any questions or to report concerns about our compliance with Medicaid requirements, you can contact our Compliance Hotline by calling 585-448-3588 or going to You can share questions or concerns anonymously or confidentially. Thank you!

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