About

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

  • Time
    Credit
    Subject
    Speaker
  • Thursday Afternoon, Jan. 31, 2008
    Presiding Officer:
    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX
  • 12:00 pm
    Registration Opens

  • 12:50 pm
    Welcoming Remarks

  • 1:00 pm
    0.75 hr
    0.25 hr ethics
    Special Needs Trust Overview

    Randy Drewett, Attorney at Law - Beaumont, TX

    An overview of self-settled and third-party SNTs – how they work, when to use them and related ethical issues.
  • 1:45 pm
    0.75 hr
    0.25 hr ethics
    Protecting and Maximizing Public Benefits

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

    Planning options – and related ethical issues – to ensure 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.
  • 2:30 pm
    1.00 hr
    Estate Planning for the Incapacitated Family Member

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

    This session discusses a wide range of estate planning essentials, including current disability planning documents with current forms such as durable power of attorney, medical power, directive to physicians, HIPPA authorization, and Designation of Guardian If Need Arises; advice and planning for parents of disabled children including testamentary or inter vivos SNTs, appointment as guardian when a disabled child attains age 18, etc.; and a discussion of long term care insurance products currently on the market including key features which should be included in those insurance contracts.
  • 3:30 pm
    Break

  • 3:45 pm
    0.50 hr
    Court-Created Trusts Including the 142 Trust Statute

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

    This presentation focuses on one of the most common ways to create a first-party special needs trust – using a court-created trust. It will focus particularly on trusts created under Section 142.005 of the Texas Property Code and will cover the significant changes to that statute that became effective September 1, 2007.
  • 4:15 pm
    0.75 hr
    0.25 hr ethics
    The Changing Face of the Traditional Special Needs Trust

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

    This presentation will focus on recognizing creative opportunities and expanded uses for Special Needs Trusts, including utilizing SNTs in family law cases to receive and hold court-ordered support for children and spouses with special needs, the ins and outs for the Trustee of handling trust distributions of support funds, and associated ethical issues to be considered.
  • 5:00 pm
    0.75 hr
    Amending the Special Needs Trust

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

    This presentation will address the issues that arise in conjunction with the process of amending special needs trusts and will include sample pleadings.
  • 5:45 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Feb. 1, 2008
  • 7:00 am
    Conference Opens

    Includes continental breakfast.
  • 7:30 am
    0.75 hr ethics
    Optional Ethics Breakfast

    The Noble Lawyer

    William J. Chriss, of counsel to Gravely & Pearson, L.L.P. - Austin, TX

    Ethics and professionalism viewed from the perspective of the bar throughout history.
  • 8:15 am
    Break

  • 8:30 am
    1.25 hrs
    0.25 hr ethics
    Advising Trustees on Trust Distributions in Desperate Circumstances: When Every Call is an Emergency

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

    A care manager, trustee, and attorney discuss how to serve a trust beneficiary's best interests when working on cases with too little money, too many needs, and constant crises. The session includes how to promote a higher level of benefits for the beneficiary and work to reduce stress for the beneficiary, family, advocates, and service providers; plus addressing capacity questions, family demands, and challenging beneficiary requests.
  • 9:45 am
    0.50 hr
    Sustainable Home Care Plan: Is it an Oxymoron?

    Leah Cohen, arrangeCARE - Austin, TX

    A sustainable care plan organizes the full range of available Medicare/Medicaid benefits offered plus additional services which include care coordination, acute medical care, social/recreational activities, prescription drug benefits, chronic care benefits covering nursing home care, and a full range of home and community based services such as homemaker, personal care services, respite care, and transportation. Other pieces include the client and families approach to problem solving, assistive devices, home modification, eyeglasses, hearing aids, and dental care. Melding these disparate pieces into a service delivery system and keeping it going is sometimes a Herculean task. This presentation will give participants strategies to work towards that elusive goal.
  • 10:15 am
    Break

  • 10:30 am
    1.50 hrs
    0.25 hr ethics
    Housing, Housing, Housing: Ownership, Occupancy, Maintenance and Expansion

    Moderator:
    Pi-Yi Mayo, Attorney at Law - Baytown, TX
    Karen Kirks Alexander, KKA Architecture - Salisbury, NC
    B. Bailey Liipfert, Craige, Brawley, Liipfert & Walker, LLP - Winston-Salem, NC
    Commentators:
    Sara Eileen Dysart, Sara E. Dysart, P.C. - San Antonio, TX
    Renee C. Lovelace, Attorney at Law - Dripping Springs, TX
    Nancy Sosa, Encore Trust - Austin, TX

    This session examines many of the housing issues facing attorneys and trustees of special needs trusts. Who should own the home? How should the home be titled? How should an attorney or trustee manage trust distributions for building and maintaining a home? How can one deal with non-paying family member renters and other common issues? And how can attorneys, trustees and architects team up to manage housing issues more effectively?
  • Friday Afternoon, Feb. 1, 2008
    Presiding Officer:
    Renee C. Lovelace, Attorney at Law - Dripping Springs, TX
  • 12:00 pm
    Pick up Box Lunch

  • 12:15 pm
    0.75 hr
    Luncheon Presentation

    SNT Case Law Update

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

    This presentation will cover recent cases involving special needs trusts as well as other cases of note.
  • 1:00 pm
    Break

  • 1:15 pm
    0.75 hr
    Planning for Children with Special Needs Trusts

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

    The presentation will highlight Medicaid benefits available to children with disabilities, and to children of needy families, plus trusts and other planning techniques that can be implemented to protect both types of Medicaid benefits. Additionally, the presentation will include an overview of possible trust distributions focused on providing the highest quality of life for these little ones.
  • 2:00 pm
    1.00 hr
    Agency Panel: Questions, Answers and Options

    Moderator:
    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX
    Beth Brown, Social Security Administration - Dallas, TX
    Barry Ray Browning, Texas Department of Aging and Disability Services - Austin, TX
    Patsy Martin, Social Security Administration - Dalls, TX
    Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX
    Gayle Sandoval, Texas Department of Aging and Disability Services - Austin, TX
    John Stockton, Texas Health and Human Services Commission - Austin, TX

    A panel of government experts will address emerging issues arising in such programs as Supplemental Security Income, Medicaid and Medicaid Estate Recovery.
  • 3:00 pm
    0.50 hr
    When Good Trusts Go Bad

    Pi-Yi Mayo, Attorney at Law - Baytown, TX

    How to handle an appeal when your trust is turned down by Social Security Administration.
  • 3:30 pm
    Adjourn

Conference Faculty

Karen Kirks Alexander

KKA Architecture
Salisbury, NC

Beth Brown

Social Security Administration
Dallas, TX

Barry Ray Browning

Texas Department of Aging and Disability Services
Austin, TX

William J. Chriss

of counsel to Gravely & Pearson, L.L.P.
Austin, TX

Leah Cohen

arrangeCARE
Austin, TX

Ronald R. Cresswell

Locke Lord Bissell & Liddell LLP
Dallas, TX

Randy Drewett

Attorney at Law
Beaumont, TX

Sara Eileen Dysart

Sara E. Dysart, P.C.
San Antonio, 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

B. Bailey Liipfert

Craige, Brawley, Liipfert & Walker, LLP
Winston-Salem, NC

Renee C. Lovelace

Attorney at Law
Dripping Springs, TX

Patsy Martin

Social Security Administration
Dalls, TX

Pi-Yi Mayo

Attorney at Law
Baytown, TX

Rebecca C. Morgan

Stetson University College of Law
Gulfport, FL

Shari L. Nichols

Texas Health and Human Services Commission
Austin, TX

Gayle Sandoval

Texas Department of Aging and Disability Services
Austin, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Nancy Sosa

Encore Trust
Austin, TX

John Stockton

Texas Health and Human Services Commission
Austin, TX

Wesley E. Wright

Wright Abshire Attorneys
Bellaire, TX

Planning Committee

Renee C. Lovelace—Co-Chair

Attorney at Law
Dripping Springs, TX

Patricia F. Sitchler—Co-Chair

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Leah Cohen

arrangeCARE
Austin, TX

Ronald R. Cresswell

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

Glenn M. Karisch

The Karisch Law Firm, PLLC
Austin, TX

Pi-Yi Mayo

Attorney at Law
Baytown, TX

Shari M. Scholten

Wells Fargo/The Private Bank
Austin, TX

Nancy Sosa

Encore Trust
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.  
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
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 – Jan 31 - Feb 1, 2008
Conference Concluded
Buy
Austin
Last day for Standard Registration early registration: Jan 23, 2008

Add $50 for registrations received after this time

Last day for cancellation (full refund): Jan 25, 2008
Last day for cancellation (partial refund): Jan 28, 2008

$50 processing fee applied

Venue

Accommodations

$85.00 good through Jan 9, 2008

Parking Information

Free Self-Parking

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