About

The University of Texas School of Law in cosponsorship with the Trust Financial Services Division of the Texas Bankers Association is pleased to present an innovative training seminar on special needs trusts (SNTs).

Event Schedule

  • Time
    Credit
    Subject
    Speaker
  • Wednesday Morning
    Presiding Officer:
    In Austin: Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX
  • 9:00 am
    Austin Only
    0.50 hr
    Basics of SNTs - Why, When, and How

    Renee C. Lovelace, The Lovelace Law Firm, P.C. - Dripping Springs, TX

    An overview of situations that indicate the need for a SNT. How to analyze the options. An introduction to the topics that will be covered throughout the seminar.
  • 9:30 am
    Austin Only
    0.75 hr
    Public Benefits

    Michael B. Cohen, Plaza Of The Americas - Dallas, TX

    How public benefits intersect with Special Needs Trusts, why public benefits are desired and the basic requirements for obtaining public benefits.
  • 10:15 am
    Austin Only
    0.50 hr
    Texas Trust Lawyers' Toolbox

    Glenn M. Karisch, Austin, TX

    A quick review of Texas trust law basics related to special needs trusts, including: 867 and 142 court-created trusts; first-party and third-party trusts; and trusts created pursuant to 42 U.S.C. §1396(d)(4)(A) and (d)(4)(C).
  • 11:00 am
    Austin Only
    0.75 hr
    Key Drafting Provisions for the SNTs

    Pi-Yi G. Mayo CELA, Law Office of Pi-Yi Mayo - Baytown, TX

    Presentation on drafting provisions for Special Needs Trusts requirements of federal law and with emphasis on Texas specific issues.
  • 11:45 am
    Austin Only
    0.75 hr
    Strategies for Funding SNTs

    Deborah A. Green, Law Offices Of Deborah Green - Austin, TX

    This presentation will focus on the pros and cons of funding the SNT with cash, real property, structural settlement annuities, and litigation awards.
  • Wednesday Afternoon
    Presiding Officer:
    In Austin: Renee C. Lovelace, The Lovelace Law Firm, P.C. - Dripping Springs, TX
  • 1:45 pm
    Austin Only
    0.75 hr
    Planning for the Beneficiary: Options, Opportunities & Constraints

    Renee C. Lovelace, The Lovelace Law Firm, P.C. - Dripping Springs, TX

    Starting with an inventory of the Beneficiary’s current public benefits, we will examine possible future benefits and how they are affected by various life circumstances. We will discuss how to match resources to the Beneficiary’s needs and objectives to maximize overall benefits and to create a roadmap to the future for the Beneficiary.
  • 2:30 pm
    Austin Only
    0.75 hr
    Administration: The SNT Distribution Plan

    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX
    Nancy Sosa, Encore Trust - Austin, TX

    The presentation will include a dialogue between an attorney and trust officer that highlights the types of distributions that may be made from a SNT as well as alternatives to address beneficiary needs along with eligibility requirements. The speakers will address such issues as who is responsible for filing taxes, allocation of responsibilities and personal interactions.
  • 3:30 pm
    Austin Only
    0.75 hr
    Taxes

    Mary T. Schmitt Smith, Beier Howlett, PC - Bloomfield Hills, MI

    This session will survey one of the Trustee’s primary responsibilities: Taxation. Mary will address estate, gift tax issues as well as preview available income tax options for reporting income for both first party and third party Special Needs Trusts.
  • 4:15 pm
    Austin Only
    0.50 hr
    Housing

    Molly Dear Abshire, Wright Abshire, Attorneys - Bellaire, TX

    How to determine whether elder clients and those with disabilities may be able to qualify for low-cost housing, including “public housing” and “Section 8,” income and asset restriction, trust rules and transfer rules.
  • 4:45 pm
    Austin Only
    0.75 hr
    Everything That Can Go Wrong with SNTs and How to Fix It

    Ronald R. Cresswell Esq., Locke Liddell & Sapp LLP - Dallas, TX

    Everything from soup to nuts on how to fix broken SNTs.

Conference Faculty

Molly Dear Abshire

Wright Abshire, Attorneys
Bellaire, TX

Michael B. Cohen

Plaza Of The Americas
Dallas, TX

Ronald R. Cresswell Esq.

Locke Liddell & Sapp LLP
Dallas, TX

Deborah A. Green

Law Offices Of Deborah Green
Austin, TX

Glenn M. Karisch

Austin, TX

Renee C. Lovelace

The Lovelace Law Firm, P.C.
Dripping Springs, TX

Pi-Yi G. Mayo CELA

Law Office of Pi-Yi Mayo
Baytown, TX

Mary T. Schmitt Smith

Beier Howlett, PC
Bloomfield Hills, MI

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Nancy Sosa

Encore Trust
Austin, TX

Planning Committee

Michael J. Esposito

The University of Texas School of Law
Austin, TX

Deborah A. Green

Law Offices Of Deborah Green
Austin, TX

Glenn M. Karisch

Austin, TX

Renee C. Lovelace

The Lovelace Law Firm, P.C.
Dripping Springs, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Credit Info

MCLE Credit
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.
MCLE Credit
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Key Dates

Austin – Feb 9, 2005 – Eidman Courtroom
Conference Concluded
Video Replay: Galveston – Aug 10, 2005 – Moody Gardens
Conference Concluded
Buy
Austin
Last day for Standard Registration early registration: Feb 1, 2005

Add $50 for registrations received after this time

Last day for cancellation (full refund): Feb 4, 2005
Last day for cancellation (partial refund): Feb 7, 2005

$50 processing fee applied

Galveston
Last day for Standard Registration early registration: Aug 10, 2005

Add $-125 for registrations received after this time

Last day for cancellation (full refund): Aug 12, 2005
Last day for cancellation (partial refund): Aug 12, 2005

$0 processing fee applied

Venue

Eidman Courtroom

727 E. Dean Keeton Street
Austin, TX

speaker

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

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