Presented by The University of Texas School of Law and the Wealth Management and Trust Division of the Texas Bankers Association.

Major Sponsorship Provided by The Center for Special Needs Trust Administration

10.00 hours of credit have been accepted for credit by the CFP Board.

Overview

While special needs trusts offer innovative planning opportunities for a growing client base, it has been very hard to find clear practical explanations, forms and tools to optimize the use and administration of these trusts. This program brings together leading professionals in the SNT field, and offers a great set of seminar materials, including sample forms, resources and tool sets. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don’t miss this important program.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Time
    Credit
    Subject
    Speaker
  • Thursday Afternoon, Feb. 15, 2007
  • 1:00 pm
    0.50 hr
    Special Needs Trust Overview
    Understanding the purposes and uses of SNTs, including how to spot opportunities to use SNTs and analyze the options.

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

  • 1:30 pm
    0.75 hr
    Protecting and Maximizing Public Benefits
    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.

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

  • 2:15 pm
    1.00 hr
    Anatomy of a Special Needs Trust Part I: Third-Party Trusts
    This session will discuss the use of third-party special needs trusts in contrast to self-settled trusts, current Medicaid law in Texas with regard to defining the corpus as an unavailable resource as compared to national trends under the UTC and Restatement Third, and a practical discussion of drafting provisions to be included or to be avoided.

    Randy Drewett, Attorney at Law - Beaumont, TX
    H. Clyde Farrell, Attorney at Law - Austin, TX
    Wendelyn Wilkes, Broadway National Bank - San Antonio, TX

  • 3:30 pm
    0.33 hr
    Anatomy of a Special Needs Trust Part II: Sole-Benefit Trusts
    This presentation focuses on sole-benefit trusts as provided for in OBRA 1993. Discussions include the uses and advantages of such trusts, the various types of sole-benefit trusts, federal requirements for such trusts, sample case situations, and the relationship of sole-benefit trusts to Medicaid estate recovery. Also included are discussions as to whether and under what conditions a sole-benefit trust for the community spouse may still be considered to be a countable asset to the couple.

    Wesley E. Wright, Wright Abshire Attorneys - Bellaire, TX

  • 3:50 pm
    1.25 hrs
    Anatomy of a Special Needs Trust Part III: Self-Settled Trusts
    This session includes an overview of the uses for courtcreated self-settled trusts, self-settled seed trusts and self-settled pool trusts, including a walk-through on drafting typical language and tricky clauses.

    Deborah A. Green, Attorney at Law - Austin, TX
    Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX
    Shari M. Scholten, Wells Fargo/The Private Bank - Austin, TX

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Feb. 16, 2007
  • 8:30 am
    0.75 hr
    Administering a Special Needs Trust
    This session discusses creating a plan for making distributions from the SNT with a focus on long-term objectives and day-to-day challenges; how to pay vendors and disperse funds; how the beneficiary can pay basic bills; and questions about credit cards and gift cards. A question-and-answer session will follow.

    Leah Cohen, ArrangeCARE - Austin, TX
    Renee C. Lovelace, Attorney at Law - Dripping Springs, TX
    Nancy Sosa, Encore Trust Company - Austin, TX

  • 9:15 am
    0.75 hr
    Planning for Children with Special Needs Trusts
    The presentation will highlight Medicaid benefits available to children with disabilities (Title XIX benefits) and to children of needy families (Title XXI benefits), plus trusts and other planning techniques that can be implemented to protect both Title XIX and Title XXI benefits and distributions focused on providing the highest quality of life for these little ones.

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

  • 10:00 am
    0.25 hr
    Passing the Baton: Closing Letters and Guidance from Lawyer to Trustee
    What to tell the litigation attorney about a trustee’s duties, including an outline to address family expectations, a checklist of trustee duties, an annual calendar for trustee’s steps, and sources for trustee guides.

    Renee C. Lovelace, Attorney at Law - Dripping Springs, TX
    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX

  • 10:30 am
    1.00 hr
    Dancing with the Government: Questions, Answers and Options
    Assembled is an unprecedented panel of government experts who will address emerging issues arising in such programs as Supplemental Security Income, Medicare and Medicaid.

    Gary Martin, Centers for Medicare and Medicaid - Dallas, TX
    Shari L. Nichols, Health and Human Services Commission - Austin, TX
    Suzette Seng, Centers for Medicaid and Medicare - Dallas, TX
    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX
    Sally Stalcup, Centers for Medicare & Medicaid Services - Dallas, TX
    John Stockton, Health and Human Services Commission - Austin, TX
    Rick Williams, Social Security Administration (Retired) - Garland, TX

  • 11:30 am
    0.50 hr
    Medicare Set-Asides
    All things special needs trusts—they’re not just for workers’ comp cases anymore! Medicare’s position is that a set-aside trust is required in any personal injury case where damages include a claim for future medical expenses that may eventually be borne by Medicare. A representative of Medicare will answer all of your questions about the who, what, when, why and where concerning Medicare set-aside trusts.

    Pi-Yi Mayo, Attorney at Law - Baytown, TX
    Sally Stalcup, Centers for Medicare & Medicaid Services - Dallas, TX

  • Friday Afternoon, Feb. 16, 2007
  • 12:15 pm
    0.75 hr
    Case Law Update
    This presentation will cover recent cases involving special needs trusts as well as other cases of note.

    Mary Alice Jackson, Boyer & Jackson, P.A. - Austin, TX
    Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL

  • 1:15 pm
    0.50 hr
    Trustee Meets the INS: What to Do When Parents and/or Children are Out-of-Status
    Immigration issues are raising concerns for both attorneys and trust officers in advocating for parents and/or children who are out-of-status. This session will present an overview of those issues from a leading immigration attorney and discuss realistic options for dealing with out-of-status obstacles and trust administration.

    Deborah A. Green, Attorney at Law - Austin, TX
    David B. Thronson, University of Nevada Las Vegas - Las Vegas, NV

  • 1:45 pm
    1.00 hr
    Planning Pitfalls Involving Special Needs Trusts and How to Avoid Them
    A discussion of SNT potential problems and practical solutions including owning a residence in an SNT, structured settlement annuity issues, etc.

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

  • 2:45 pm
    0.75 hr
    Trust Modification: Fixing Problems with Special Needs Trusts
    An overview of the process for modifying trusts of special attention to SNTs and how to make them work.

    Deborah A. Green, Attorney at Law - Austin, TX
    Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX

Conference Faculty

Molly Dear Abshire

Wright Abshire, Attorneys
Bellaire, TX

Leah Cohen

ArrangeCARE
Austin, TX

Ronald R. Cresswell Esq.

Locke Lord Bissell & Liddell LLP
Dallas, TX

Randy Drewett

Attorney at Law
Beaumont, TX

H. Clyde Farrell

Attorney at Law
Austin, TX

Deborah A. Green

Attorney at Law
Austin, TX

Mary Alice Jackson

Boyer & Jackson, P.A.
Austin, TX

Glenn M. Karisch

The Karisch Law Firm, PLLC
Austin, TX

Renee C. Lovelace

Attorney at Law
Dripping Springs, TX

Gary Martin

Centers for Medicare and Medicaid
Dallas, TX

Pi-Yi Mayo

Attorney at Law
Baytown, TX

Rebecca C. Morgan

Stetson University College of Law
Gulfport, FL

Shari L. Nichols

Health and Human Services Commission
Austin, TX

Shari M. Scholten

Wells Fargo/The Private Bank
Austin, TX

Suzette Seng

Centers for Medicaid and Medicare
Dallas, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Nancy Sosa

Encore Trust Company
Austin, TX

Sally Stalcup

Centers for Medicare & Medicaid Services
Dallas, TX

John Stockton

Health and Human Services Commission
Austin, TX

David B. Thronson

University of Nevada Las Vegas
Las Vegas, NV

Wendelyn Wilkes

Broadway National Bank
San Antonio, TX

Rick Williams

Social Security Administration (Retired)
Garland, TX

Wesley E. Wright

Wright Abshire Attorneys
Bellaire, TX

Planning Committee

Leah Cohen

ArrangeCARE
Austin, TX

Ronald R. Cresswell Esq.

Locke Lord Bissell & Liddell LLP
Dallas, TX

Michael J Esposito

University Of Texas School Of Law
Austin, TX

H. Clyde Farrell

Attorney at Law
Austin, TX

Deborah A. Green

Attorney at Law
Austin, TX

Renee C. Lovelace

Attorney at Law
Dripping Springs, TX

Pi-Yi Mayo

Attorney at Law
Baytown, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, PC
San Antonio, 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.
Other Credit
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Austin – Feb 15-16, 2007 – Radisson Hotel and Suites on Town Lake
Conference Concluded
Buy
Austin
Last day for Standard Registration early registration: Feb 7, 2007

Add $50 for registrations received after this time

Last day for cancellation (full refund): Feb 9, 2007

$50 processing fee applied after this date

Last day for cancellation: Feb 12, 2007

Venue

speaker

111 E. Cesar Chavez Street
Austin, TX
512.478.9611 (reservations)

Accommodations

$125.00 good through Jan 15, 2007

Parking Information

Event parking complimentary for registrants

Our Sponsors

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