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 Officers:
    In Austin: Renee C. Lovelace, The Lovelace Law Firm, P.C. - Dripping Springs, TX
    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX
  • 9:00 am
    Austin Only
    0.50 hr
    Special Needs Trusts Overview

    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX

    Understanding the purposes and uses of SNTs—how to spot opportunities to use SNTs and analyze the options.
  • 9:30 am
    Austin Only
    0.75 hr
    Protecting and Maximizing Public Benefits

    H. Clyde Farrell, Attorney At Law - Austin, TX

    How to be sure a trust’s beneficiary qualifies for the most important disability benefits: Supplemental Security Income, Medicaid, Social Security Disability Insurance and Medicare; and how to manage trust distributions to avoid losing benefits while enhancing the beneficiary’s quality of life.
  • 10:30 am
    Austin Only
    0.75 hr
    Drafting a Special Needs Trust

    Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX

    Different drafting provisions for Special Needs Trusts: when to use them, federal law requirements and Texas-specific issues.
  • 11:15 am
    Austin Only
    0.75 hr
    Funding Special Needs Trusts

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

    Presentation will cover the options and the steps for funding the SNT with cash, real property, structured settlement annuities and litigation awards.
  • Wednesday Afternoon
    Presiding Officer:
    In Austin: Renee C. Lovelace, The Lovelace Law Firm, P.C. - Dripping Springs, TX
  • 12:15 pm
    Austin Only
    0.75 hr
    Lunch Presentation: National Cases and Trends Involving Special Needs Trusts

    Katherine N. Barr, Sirote & Permutt, P.C. - Birmingham, AL

    An overview of cases around the country that impact Special Needs Trusts, and that help predict future drafting and administrative options.
  • 1:15 pm
    Austin Only
    0.75 hr
    People First: Promoting the Beneficiary’s Independence and Quality of Life

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

    Understanding the beneficiary’s needs, resources, objectives, and other specific circumstances is the first step in maximizing options when drafting, funding and administering a Special Needs Trust.
  • 2:00 pm
    Austin Only
    0.75 hr
    Administering a Special Needs Trust: The SNT Distribution Plan

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

    Discussion of distribution options, how the attorney and trustee can work together to develop annual distribution plans, alternatives to address benefi ciary needs, and public benefi ts eligibility requirements. Other issues such as who is responsible for fi ling taxes, allocation of responsibilities, and personal interactions will also be discussed.
  • 3:00 pm
    Austin Only
    0.75 hr
    Recent Changes in Trust Law

    Glenn M. Karisch, Austin, TX
    Shari M. Scholten, Wells Fargo/The Private Bank - Austin, TX

    This session addresses changes in the Texas Trust Code and other legislative updates with special emphasis on how the recent changes in Texas trust law affect drafting and administering court-created trusts.
  • 3:45 pm
    Austin Only
    0.75 hr
    Fixing Problems with Special Needs Trusts

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

    An overview of the many things that can go wrong with SNTs and how to fix many of these problems.

Conference Faculty

Katherine N. Barr

Sirote & Permutt, P.C.
Birmingham, AL

Ronald R. Cresswell Esq.

Locke Lord Bissell & Liddell LLP
Dallas, TX

H. Clyde Farrell

Attorney At 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

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Shari M. Scholten

Wells Fargo/The Private Bank
Austin, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Nancy Sosa

Encore Trust Company
Austin, TX

Planning Committee

Renee C. Lovelace—Co-Chair

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

Patricia F. Sitchler—Co-Chair

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Ronald R. Cresswell Esq.

Locke Lord Bissell & Liddell LLP
Dallas, TX

H. Clyde Farrell

Attorney At Law
Austin, TX

Deborah A. Green

Law Offices Of Deborah Green
Austin, TX

Glenn M. Karisch

Austin, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Shari M. Scholten

Wells Fargo/The Private Bank
Austin, TX

Nancy Sosa

Encore Trust Company
Austin, 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 – Jan 18, 2006 – InterContinental Stephen F. Austin Hotel
Conference Concluded
Video Replay: Galveston – Aug 9, 2006 – Moody Gardens
Conference Concluded
Buy
Austin
Last day for Standard Registration early registration: Jan 11, 2006

Add $50 for registrations received after this time

Last day for cancellation (full refund): Jan 13, 2006
Last day for cancellation (partial refund): Jan 16, 2006

$50 processing fee applied

Galveston
Last day for Standard Registration early registration: Aug 9, 2006

Add $50 for registrations received after this time

Last day for cancellation (full refund): Aug 9, 2006
Last day for cancellation (partial refund): Aug 9, 2006

$0 processing fee applied

Venue

speaker

701 Congress Avenue
Austin, TX
512-457-8800 (reservations)

speaker

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

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