13^th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

Austin Feb 9-10, 2017 Radisson Hotel and Suites, Austin-Downtown
Conference Concluded

Buy

Related products: eConference Materials

PRESENTED BY
The University of Texas School of Law
The Wealth Management and Trust Division of the Texas Bankers Association

EVENT SPONSORS
American National Bank of Texas
Bank of Texas
Cadence Bank
Frost Wealth Advisors

Wi-Fi SPONSOR
Cumberland Trust and Investment Company

SPEAKERS SPONSORS
Happy State Bank and Trust Co.
TEAM Risk Management Strategies

EXHIBITORS
Adaptive Driving Access
Evergreen Private Care
InterActive Legal
Medivest Benefit Advisors
Mobility Support Systems, Inc.
National Care Advisors
Wells Fargo Wealth Management

Download Brochure (PDF)

Overview

The 13th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. This year’s program includes:

Essentials for special needs trusts decision-making, including a practical “decision tree” analysis for determining the need for and type of SNT from Craig. C. Reaves, plus the fundamental rules for protecting your client’s eligibility for SSI and Medicaid
A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winston with advice and tips for practitioners in handling the trust review process
Strategies and best practices for maintaining SSI eligibility once an SNT is created with Patricia F. Sitchler and Nancy Sosa
Practical applications and case studies demonstrating the use of ABLE Accounts and special needs trusts from Stephen W. Dale
A HIPAA Compliance Survival Guide to protect you and your practice from fines and penalties after the expansion of Texas House Bill 300
Tips and challenges in planning for the crowdfunding beneficiary from Mary Alice Jackson
Supported Decision-Making Agreements and understanding key issues and pitfalls in representing parties using these agreements
Current issues and trends from the Texas Health and Human Services Commission (HHSC)
Discussion on a variety of other SNT essentials, including Decanting and SNTs; SNT Modification and Reformations; and more
An interactive presentation on the Ethics of Joint Representation with Rebecca C. Morgan
Earn up to 2.50 hours of ethics, plus network with program faculty and attendees at the Thursday Evening Reception

If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program!

Event Schedule

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

Day 1 February 9, 2017
Day 2 February 10, 2017

Time

Credit

Subject

Speaker
Thursday Morning, Feb. 9, 2017
Presiding Officer:
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
9:30 am

Registration Opens

Includes light refreshments.
10:20 am

Welcoming Remarks
10:30 am

1.00 hr

Special Needs Trusts: Decision Tree Analysis

Learn how to utilize a decision tree approach to ask and answer key questions concerning a client's need for a special needs trust, and if one is needed, which type of special needs trust is the best choice.

Craig C. Reaves, Reaves Law Firm, P.C. - Kansas City, MO
11:30 am

1.00 hr
0.50 hr ethics

Maximizing Public Benefits

Review the fundamental rules and professional responsibilities every special needs attorney and trust officer should understand to protect eligibility of a trust beneficiary for SSI and Medicaid. Hear an update on recent SSI developments with a focus on trust policy; and an introduction to other important means tested benefits, including Medicaid waiver programs.

H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
12:30 pm

Pick Up Lunch

Included in registration.
Thursday Afternoon, Feb. 9, 2017
Presiding Officer:
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
LUNCHEON PRESENTATION
12:50 pm

0.75 hr ethics

Ethical Issues in Joint Representation

In this interactive presentation, examine the ethical issues that occur with multiple clients. Through hypothetical scenarios, learn how to spot issues and determine a resolution with client identification, conflicts of interest, and clients with diminished capacity.

Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL
1:35 pm

Break
1:50 pm

0.50 hr

Property Code vs. Estates Code: Which is Appropriate When Creating Your SNT?

Holly J. Gilman, Gilman & Associates, P.C. - Austin, TX
2:20 pm

0.50 hr

Court Accountings for Trusts Established Under Chapter 1301 of the Texas Estates Code

Trusts established under Chapter 1301 of the Texas Estates Code generally require the filing of court accountings “in the same manner and form that is required of a guardian of the estate.” Understand the basic requirements of such accountings, including both annual and final accountings, as well as when to seek court permission in advance for unusual or large disbursements, rather than surprising the court at the time of the accounting. Are there situations where a court accounting is not required on a 1301 Trust? Is the cost and hassle of a court accounting a reason to consider alternatives to a 1301 Trust? And are there things that a trustee can do to make the court accounting process proceed in a cost-efficient and timely manner?

Scott Stebler, Stebler & Sulak, PLLC - Austin, TX
Sarah Sulak, Stebler & Sulak, PLLC - Austin, TX
2:50 pm

0.75 hr

Maintaining SSI Eligibility Once the SNT is Created

Mission control: We have a trust! And the beneficiary has certain disabilities. How do you maintain eligibility and still provide quality of life distributions? Explore best practices and strategies for you and your client, including an initial meeting to set goals and control expectations, documenting the file with court orders and agency correspondence regarding payment of subrogation liens, obtaining a copy of the notice of change of circumstance (e.g., existence of a trust) that was filed with the relevant agencies, tips for establishing “safety nets” prior to reporting, sample notice language, potential distributions, and much more.

Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
Nancy Sosa, Cadence Bank - Austin, TX
3:35 pm

Break

Sponsored by American National Bank of Texas
3:45 pm

0.50 hr

SSA Ethical Rules: Mountains or Molehills

Hear a discussion on the Social Security Administration's real-life approach to whether fee approval is needed for preparing SNTs (a molehill) and whether trustees can pay family members to care for their beneficiaries (a mountain).

Constance R. Somers, Law Office Of Constance Somers - San Antonio, TX
4:15 pm

0.50 hr

View from HHSC

A discussion of current issues and trends from the Texas Health and Human Services Commission.

Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX
4:45 pm

0.50 hr ethics

A HIPAA Compliance Guide

Texas House Bill 300 expands the definition of “a covered entity” to any person who comes into possession of protected health information. Review the top issues and problems in previous investigated cases and explore the corrective actions taken to avoid fines and penalties from the Department of Justice and/or the Texas Attorney General’s Office.

Aleida Villarreal, Law Office of Aleida A. Villarreal - San Antonio, TX
5:15 pm

Adjourn to Sponsored Reception

Join program faculty and attendees for drinks and hors d'oeuvres.

Thank You to Our Reception Sponsor
Frost Wealth Advisors

Time

Credit

Subject

Speaker
Friday Morning, Feb. 10, 2017
Presiding Officer:
Peyton Taylor, Texas Bankers Association - Austin, TX
7:30 am

Conference Room Opens

Includes continental breakfast.
8:30 am

0.75 hr

Case Law Update

Review significant cases from the past year, including trends represented in those cases and suggestions for attorneys working with special needs clients.

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
9:15 am

0.75 hr
0.25 hr ethics

Representing Parties in Supported Decision-Making Agreements

Hear about practical issues attorneys and individuals face when using the new Supported Decision-Making Agreement as an alternative to guardianship. Learn about the types of clients who have not only signed but used a Supported Decision-Making Agreement (“SDMA”), and in what situations SDMA’s worked or did not work. Explore ideas about using the SDMA to deal with third parties, and what releases may enhance third parties’ cooperation. Review ethical issues, such as identifying the client, determining client capacity, and whether the supporter owes a fiduciary duty toward the individual with disabilities.

Tresi Moore Weeks, The Weeks Law Firm - Plano, TX
Richard Lavallo, Disability Rights Texas - Austin, TX
10:00 am

Break

Sponsored by Bank of Texas
10:15 am

1.00 hr

Getting It from the Source: SSA Regional Trust Lead Presentation Regarding SSI Trusts

A discussion with the Regional Trust Lead on the regional centralization of the SSI trust review process, including key players and their roles and the handling of reopenings and appeals. Plus, hear the newest developments in the review of SNTs, including the latest policy clarifications regarding trusts and manual notices, and the 90-day amendment period with a regional chief counsel opinion.

Commentator:
Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
Amanda Flood, U.S. Social Security Administration - Dallas, TX
11:15 am

1.00 hr

Working with SSA Part II: Updates, Practice Tips, and More

The Social Security Administration continues to implement changes to its trust review program and controls on the administration of Special Needs Trusts when SSI is involved. Hear tips on communicating with the SSA, the latest policy changes, techniques for avoiding problems, and what we should expect in the future.

Neal Winston, Winston Law Group, LLC - Somerville, MA
12:15 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Feb. 10, 2017
Presiding Officer:
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
LUNCHEON PRESENTATION
12:35 pm

0.75 hr

Advising and Distribution Plans

Explore how creating a distribution plan for a special needs trust can be a good tool to coordinate the activities of the SNT management team. Discuss the advantages of offering distribution advisement services, which can be a good source of sustainable revenue, and can assist the law firm to better serve the beneficiary in identifying problems before they happen and acting quickly to minimize disruption of benefit eligibility if threatened.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
1:20 pm

Break
1:35 pm

0.75 hr

Decanting and SNTs

The trust instrument actually governing administration in a particular instance may be less than ideal. Whether it is important to add specific “special needs” provisions, or to limit trustee discretion, or to provide for trustee succession—or any of a host of other changes that need to be considered—decanting, trust modification, and trust reform are often helpful concepts to master and apply capably.

Robert B. Fleming, Fleming & Curti, PLC - Tucson, AZ
2:20 pm

0.75 hr

Crowdfunding: Manna from Heaven, or Disaster in the Making?

The road to ineligibility is paved with good intentions. Crowdfunding sites (GoFundMe, Indiegogo, Kickstarter, to name a few) gather thousands and even hundreds of thousands of dollars for people in distress, including those with disabilities. What happens when public benefits are involved? How can SNT attorneys pre-plan or crisis plan for beneficiaries—and can SNTs play a role? ABLE accounts? Discuss our latest challenge: planning for the crowdfunding beneficiary.

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
3:05 pm

0.50 hr

ABLE: Practical Applications

ABLE Accounts are now available across the country. Through a series of case studies, review the advantages of this new tool and how it can work with a special needs trust, and learn how to use this new tool to better serve the beneficiary and enhance the special needs trust practice. Plus, explore how to partner with disability organizations and provide education in their communities about both ABLE Accounts and special needs trusts.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
3:35 pm

Break

Sponsored by Bank of Texas
3:45 pm

0.50 hr

Transitioning the Adult Disabled Child

Understand the use of the Pickle Amendment for an adult disabled child to obtain medicaid benefits.

Bryn A. Poland, Law Office of Pi-Yi Mayo - Baytown, TX
4:15 pm

0.50 hr ethics

Identifying Financial Exploitation

Financial scams are getting more sophisticated every year. Strangers, caregivers, and even family members sometimes target the accounts of people with cognitive impairments. Learn how to identify financial exploitation and options to prevent it.

Leah Cohen, arrangeCARE - Austin, TX
Michael J. Curran, Michael Curran, PC - Austin, TX
4:45 pm

0.50 hr

SNT Modifications and Reformations

Discuss the objective of avoiding SNT modifications when possible, the reasons why modifications or reformations promote a trust grantor’s intent, and how an attorney should proceed with the analysis and steps.

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
5:15 pm

Adjourn

Day 1 February 9, 2017
Day 2 February 10, 2017

Download Schedule

Conference Faculty

Leah Cohen

arrangeCARE
Austin, TX

Michael J. Curran

Michael Curran, PC
Austin, TX

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

H. Clyde Farrell

Farrell & Pak PLLC
Austin, TX

Robert B. Fleming

Fleming & Curti, PLC
Tucson, AZ

Amanda Flood

U.S. Social Security Administration
Dallas, TX

Holly J. Gilman

Gilman & Associates, P.C.
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Richard Lavallo

Disability Rights Texas
Austin, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Renée C. Lovelace

The Lovelace Law Firm, P.C.
Austin, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Rebecca C. Morgan

Stetson University College of Law
Gulfport, FL

Shari L. Nichols

Texas Health and Human Services Commission
Austin, TX

Bryn A. Poland

Law Office of Pi-Yi Mayo
Baytown, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Craig C. Reaves

Reaves Law Firm, P.C.
Kansas City, MO

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Constance R. Somers

Law Office Of Constance Somers
San Antonio, TX

Nancy Sosa

Cadence Bank
Austin, TX

Scott Stebler

Stebler & Sulak, PLLC
Austin, TX

Sarah Sulak

Stebler & Sulak, PLLC
Austin, TX

Aleida Villarreal

Law Office of Aleida A. Villarreal
San Antonio, TX

Tresi Moore Weeks

The Weeks Law Firm
Plano, TX

Neal Winston

Winston Law Group, LLC
Somerville, MA

Planning Committee

Renée C. Lovelace—Co-Chair

The Lovelace Law Firm, P.C.
Austin, TX

Patricia F. Sitchler—Co-Chair

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Ashlee Bennett

Texas Bankers Association
Austin, TX

Leah Cohen

arrangeCARE
Austin, TX

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

Randy Drewett

Attorney at Law
Beaumont, TX

H. Clyde Farrell

Farrell & Pak PLLC
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Joanna Jefferson

The University of Texas School of Law
Austin, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Nancy Sosa

Cadence Bank
Austin, TX

Peyton Taylor

Texas Bankers Association
Austin, TX

Tresi Moore Weeks

The Weeks Law Firm
Plano, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Credit Info

Austin

MCLE Credit

Texas – 13.75 hrs | 2.50 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 13.75 hrs | 2.50 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 16.50 hrs | 2.50 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Other Credit

Certified Financial Planner (CFP) – 22.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

ICB Certified Trust and Financial Advisor (CTFA) – 16.00 hrs

This conference has been approved by the American Bankers Association (ABA) for continuing education credits. Credit approvals are based on the relevance of the program to the ICB's certification exam outline. One credit is awarded for every 50 minutes of relevant instruction. You will receive a downloadable Certificate of Completion for your records. Self-report these credits at https://www.aba.com/training-events/certifications/certified-trust-and-fiduciary-advisor/maintain-ctfa.

Attendee Instructions for Submitting ABA CE Credit

» Attendees must self-submit credit by logging into their Certification Dashboard
» Hover over ‘ADD CE CREDIT’ and select ‘APPROVED NON-ABA CE’
» Enter key word(s) from program title or sponsor name(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission

National Accounting CPE – 16.50 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

Key Dates

Austin – Feb 9-10, 2017 – Radisson Hotel and Suites, Austin-Downtown

Conference Concluded

Buy

Austin

Individual
Last day for $475.00 Regular pricing: Feb 8, 2017

$525.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $430.00 Regular pricing: Feb 8, 2017

$480.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $380.00 Regular pricing: Feb 8, 2017

$430.00 for registrations received after this time

Last day for cancellation (full refund): Feb 3, 2017

$50 processing fee applied after this date

Last day for cancellation: Feb 6, 2017

Venue

Radisson Hotel and Suites, Austin-Downtown

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

Accommodations

$199 room rate good through January 9, 2017 (subject to availability).
Reserve your room online.

Parking Information

Daily Self-Parking: $4
Overnight Self-Parking: $10
Daily Valet Parking: $26

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Frost Wealth Advisors

Frost has a team of professionals who work together towards a common goal: to help you achieve financial security. Today the Frost Wealth Advisors are responsible for more than $30 billion in assets of individuals, families, businesses and non-profit institutions. You can count on us for investment management, trust administration, estate and financial planning, real estate, oil and gas management, retirement plan management, tax planning and wealth management. Frost has built a legacy of involvement with the communities it serves, especially with the organizations that provide for the betterment of the community. In fact, we have a dedicated group of specialists in our Public Finance Division who understand the specialized financing, treasury, investment and insurance needs of Texas governmental and non-profit institutions including educational, religious and healthcare organizations.
www.frostbank.com
Cadence Bank

Cadence Bank’s Trust Services Division, formerly Encore Trust, has been serving the trust and wealth management needs of clients in Texas for more than 50 years, and today manages approximately $1.5 billion in assets. Whether building, managing or transitioning your assets, our talented trust professionals can help you at every stage. Averaging 20 years’ experience each, our administrative team can advise you on investment services, estate and trust development and administration, and fiduciary services, both knowledgeably and efficiently. Personal service is the hallmark of every relationship we develop, and we remain steadfast on helping you achieve your financial goals. Cadence Trust has two locations in Houston, as well as full-service offices in Austin and Dallas.
cadencebank.com/
Happy State Bank and Trust Co.

Happy State Bank was charted in 1908 in Happy, Texas. In 1990, the then $10 million bank headquartered in Happy, Texas, was acquired by a group of Panhandle area investors and now is the 27th largest bank in Texas with over $2.8 Billion in total assets and 34 locations in 25 markets. The Happy Trust Company was added in 2002 and currently manages over 300 million dollars in assets. Happy’s trust team has over 300 years of combined experience providing expertise in farm and ranch management, securities portfolio services and mineral interest oversight. Consistent with Happy State Bank’s mission, the trust company thrives on building personal relationships with our clients while providing the highest level of fiduciary service. www.happybank.com/
TEAM Risk Management Strategies

TEAM Risk Management Strategies provides fiduciaries with risk mitigation services by eliminating employer liability for trusts which employ caregivers or other employees on behalf of trust beneficiaries. As the employer of record, TEAM provides a seamless solution to address the hassles of employee administration and protect the trust from employment-related risk. In addition to handling payroll processing, TEAM manages all record keeping and tax reporting and provides full-service access to Human Resources experts to support beneficiary needs and manage employee relations. To ensure that the assets of the trust are protected, TEAM becomes the employer of record and provides comprehensive workplace insurance and liability coverage, as well as compliance with ever-changing employment law. TEAM serves over 100 bank and trust companies and employs thousands of people in all 50 states.

team-risk.com
Cumberland Trust and Investment Company

Cumberland Trust is an independent partner to advisors providing comprehensive trust services to families. As a dedicated corporate fiduciary that does not manage money, we complete the family’s trusted team of advisors which often includes their estate planning attorney, financial advisor, and accountant. Each team member brings their own individual expertise to the table and, as a result, the family is better advised on the complexities of wealth transfer. Founded in 2001, Cumberland Trust has $2.4 billion in assets under administration. For more information, please visit us at cumberlandtrust.com.
cumberlandtrust.com
Bank of Texas

Whether you are setting up a trust, safekeeping account, private foundation, or arranging for estate management services, Bank of Texas offers the full range of fiduciary products in which we serve as the fiduciary or the agent for the fiduciary. Backed by the strength and stability of BOK Financial, a $33 billion regional financial services company that has been in the trust business since 1918, Bank of Texas provides high touch, personalized fiduciary services through an experienced and credentialed team of local experts. Not only do we serve as neutral third party personal representative for estates, we also administer all types of trusts including revocable, irrevocable, charitable, court created or special needs, with the goal of maximizing tax savings, avoiding probate where possible, and protecting your financial future. www.bankoftexas.com/en/Wealth-Management/index.page
American National Bank of Texas

At American National Bank of Texas, our values have served us well since 1875. Doing the right thing for our customers and employees is at the core of everything we do. In 1926 we expanded to include Trust Services, to meet the changing needs of our clients. Our Trust Department is filled with seasoned financial professionals who seek to build lifelong partnerships with our clients and their families. The only way to get to know a Trust Department is to spend time with its people – and our customers enjoy the personal relationships and attention we provide. Our approach to trust administration is especially well suited to Special Needs Trust beneficiaries and their families. We are dedicated to providing the additional time and expertise necessary to fully understand and meet the needs of our beneficiaries throughout their lifetimes. We serve throughout the state of Texas, and look forward to working with you!
www.anbtx.com

13th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

Austin Feb 9-10, 2017 Radisson Hotel and Suites, Austin-Downtown Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Feb. 9, 2017

Thursday Afternoon, Feb. 9, 2017

Friday Morning, Feb. 10, 2017

Friday Afternoon, Feb. 10, 2017

Conference Faculty

Leah Cohen

Michael J. Curran

Stephen W. Dale

H. Clyde Farrell

Robert B. Fleming

Amanda Flood

Holly J. Gilman

Mary Alice Jackson

Richard Lavallo

Christina Lesher

Renée C. Lovelace

Pi-Yi Mayo

Rebecca C. Morgan

Shari L. Nichols

Bryn A. Poland

Elisa Dillard Rainey

Craig C. Reaves

Patricia F. Sitchler

Constance R. Somers

Nancy Sosa

Scott Stebler

Sarah Sulak

Aleida Villarreal

Tresi Moore Weeks

Neal Winston

Planning Committee

Renée C. Lovelace—Co-Chair

Patricia F. Sitchler—Co-Chair

Ashlee Bennett

Leah Cohen

Stephen W. Dale

Randy Drewett

H. Clyde Farrell

Mary Alice Jackson

Joanna Jefferson

Christina Lesher

Pi-Yi Mayo

Kristen Quinney Porter

Nancy Sosa

Peyton Taylor

Tresi Moore Weeks

Wesley E. Wright

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Radisson Hotel and Suites, Austin-Downtown

Accommodations

Parking Information

Our Sponsors

Stay in the loop with UT Law CLE

13^th Annual Changes and Trends Affecting

Austin Feb 9-10, 2017 Radisson Hotel and Suites, Austin-Downtown
Conference Concluded