About

The 14th 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:
  • Special needs trusts basics including current trends and pitfalls with Craig C. Reaves, plus an overview and understanding of available public benefits programs.
  • A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process; plus updates, advice, and practice tips for practitioners from Mary E. O’Byrne and Kenneth Brown.
  • Case law and legislative updates from Mary Alice Jackson.
  • The latest developments in the use of ABLE accounts; plus practical discussion on using (or not using) ABLE with Stephen W. Dale, Haley D. Greer, and Nancy Sosa.
  • Practical applications in the intersection of real estate and special needs trusts.
  • Current issues and trends from the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS).
  • Discussion on a variety of other SNT essentials, including decanting and SNTs, understanding structured settlements, and more.
  • Up to 2.50 hours of ethics, plus opportunities to 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

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Feb. 15, 2018
    Presiding Officer:
    Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
  • 8:00 am
    Registration Opens

    Includes continental breakfast.

    Thank You to Our Breakfast Sponsor
    Bank of Texas
  • 8:50 am
    Welcoming Remarks

  • 9:00 am
    1.00 hr
    SNT Basics and Beyond – Top Trends and Pitfalls

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

    Special needs trusts have been part of our lives for many years and have been adapting to law changes and agency interpretations since the beginning. Review this evolution up to the current status of what works, and what doesn’t, when designing and drafting these trusts. 
  • 10:00 am
    1.00 hr
    0.50 hr ethics
    Maximizing Public Benefits

    H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX
    Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

    Clients and trust beneficiaries come to us to solve their current care needs and plan for the future. Often where a client or trust beneficiary lives determines what public benefits programs are available now and could be available later. Hear an overview of the continuum of care settings and what public benefit programs can help pay for care in each setting, as well as an update of recent changes to public benefits.
     
  • 11:00 am
    Break

  • 11:15 am
    0.75 hr
    0.25 hr ethics
    Seven Timeless Principles of SNT Planning

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

    While laws, regulations, and rules impacting public benefits and trusts change frequently, certain planning principles do not change. Discuss steps in the SNT design process to address individual circumstances, including basic program types, budgets, grantor and beneficiary expectations, and distribution planning.
     
  • 12:00 pm
    Pick Up Lunch

    Included in registration.
  • Thursday Afternoon, Feb. 15, 2018
    Presiding Officer:
    Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
  • LUNCHEON PRESENTATION
  • 12:20 pm
    0.50 hr
    30 Apps in 30 Minutes

    Leah Cohen, arrangeCARE - Austin, TX
    Michael J. Curran, Michael Curran, PC - Austin, TX

    A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers.
  • 12:50 pm
    Break to visit vendors

  • 1:20 pm
    0.75 hr
    Case Law Update/Legislative Update

    Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX

    Review significant cases from the past year, including trends represented in those cases and suggestions for attorneys working with special needs clients.
  • 2:05 pm
    0.50 hr
    View from HHSC

    Kymberly K. Oltrogge, TX Health & Human Services Commission - Austin, TX

    A discussion of current issues and trends from the Texas Health and Human Services Commission.
  • 2:35 pm
    0.75 hr
    View from CMS

    Sally Stalcup, Centers for Medicare & Medicaid Services - Dallas, TX

    A discussion with a representative of the Centers for Medicare & Medicaid Services of current issues related to the Medicare Secondary Payer provisions. What's new, what's not.
  • 3:20 pm
    0.75 hr
    ABLE Act Update

    Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA

    An update on the ABLE Act, with strategies about how to use this new tool to enhance your practice including case studies to illustrate how to use ABLE Accounts, as well as how to educate your clients and community.
  • 4:05 pm
    Break

  • 4:15 pm
    0.75 hr
    Ways You Should and Shouldn’t Use ABLE

    Moderator:
    Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
    Panelists:
    Haley D. Greer, The Arc of Texas - Austin, TX
    Nancy Sosa, Cadence Bank - Austin, TX

    The ABLE Act is a new tool that opens up new possibilities and challenges in providing quality of life for persons with disabilities. Examine the practical do’s and don’ts, from the viewpoint of a trustee of a special needs trust, that will assist planners in meeting their clients objectives. 
     
  • 5:00 pm
    0.50 hr
    0.25 hr ethics
    Decanting: A Solution for Defective or Problematic Trusts

    Scott Stebler, Stebler & Sulak, PLLC - Austin, TX
    Co-Author:
    Sarah Sulak, Stebler & Sulak, PLLC - Austin, TX

    Recent legislative changes have made it easier to use the Texas decanting statutes to fix problems with defective or problematic trusts, but decanting is still far from being the solution for every trust dilemma. Learn how and when decanting can be used effectively and what risks or potential problems may arise in the process.
  • 5:30 pm
    Adjourn to reception

    Thank You to Our Reception Sponsor
    Frost Wealth Advisors
  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Feb. 16, 2018
    Presiding Officer:
    Peyton Taylor, Texas Bankers Association - Austin, TX
  • 8:00 am
    Conference Room Opens

    Includes continental breakfast.
  • 8:30 am
    0.75 hr
    Making Sense of Structured Settlements

    Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
    Co-Author:
    Carola Davis, Davis Settlement Partners - New Braunfels, TX

    Structured settlements are often used to fund court-created SNTs in the personal injury context. Drafting attorneys and trustees need an understanding of the fundamental concepts of a structured settlement annuity and the effects one will have on the funding and administration of a trust.  
  • 9:15 am
    0.50 hr
    The Intersection of Real Estate and SNTs

    Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX

    Real estate plays an important role in special needs trusts. Learn to deed property into and out of a trust, as well as other practical applications when real estate and special needs trusts intersect.
  • 9:45 am
    0.50 hr
    0.25 hr ethics
    When Immigration Issues and SNTs Collide

    Moderator:
    Bryn A. Poland, Law Office of Pi-Yi Mayo - Baytown, TX
    Panelist:
    Matthew Badders, Frost Wealth Advisors - San Antonio, TX
    Daniel Peter Berner, Berner Law - Austin, TX

    What options might trustees and attorneys have when their trust beneficiaries or their families face immigration issues? This panel discussion will cover views from a trustee, public benefits attorney, and an immigration attorney.
  • 10:15 am
    Break

  • 10:30 am
    1.00 hr
    SSA Regional Trust Leads Presentation Regarding SSI Trusts

    Moderator:
    Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
    Amanda Flood, U.S. Social Security Administration - Dallas, TX
    Dana Marquez, U.S. Social Security Administration - Dallas, TX

    A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including key players and their roles. Plus, hear SNT drafting errors "Top 10 List" and the latest policy and procedures regarding SNT reviews, including a Q&A session.
  • 11:30 am
    1.00 hr
    Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More

    Mary E. O'Byrne, O'Byrne Law, LLC - Lutherville, MD
    Kenneth Brown, Former Policy Team Lead, SSA (retired), Attorney at Law - Baltimore, MD

    Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts.
  • 12:30 pm
    Pick Up Lunch 

    Included in registration.
  • Friday Afternoon, Feb. 16, 2018
    Presiding Officer:
    Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
  • LUNCHEON PRESENTATION
  • 12:50 pm
    1.00 hr ethics
    Borrowed Trouble: Common Conflicts and Mistakes to Avoid in Your Estate Planning Practice

    Jason S. Scott, Osborne, Helman, Knebel & Scott, LLP - Austin, TX

    Practical advice from a fiduciary litigator on avoiding conflicts and mistakes in your estate planning practice, with a focus on attorney-client privilege and work product privilege issues in special needs trust representations.
  • 1:50 pm
    Break

  • 2:05 pm
    Vendor Announcements

  • 2:20 pm
    0.50 hr
    The Arc of Texas Master Pooled Trusts: Differences and Resources

    Haley D. Greer, The Arc of Texas - Austin, TX

    Dive into which of the four options from The Arc of Texas Master Pooled Trust is right for your client or your situation, which ones are recommended as well as the distinct characteristics and advantages of each trust. Learn more about the new Toolkit for beneficiaries and their representatives so that you can better educate your clients on the ins and outs of the Master Pooled Trust.  
  • 2:50 pm
    0.50 hr
    0.25 hr ethics
    Disabled Military Child Protection Act

    Tresi Weeks, The Weeks Law Firm, PLLC - Plano, TX

    The recently enacted statute allows members of the military to name a special needs trust for their child as a beneficiary of their survivor benefit plan. Discuss the procedures required in order to name the trust as a beneficiary, as well as issues regarding the certification that the drafting attorney must sign before the designation is accepted.
  • 3:20 pm
    Adjourn

Conference Faculty

Matthew Badders

Frost Wealth Advisors
San Antonio, TX

Daniel Peter Berner

Berner Law
Austin, TX

Kenneth Brown

Former Policy Team Lead, SSA (retired), Attorney at Law
Baltimore, MD

Leah Cohen

arrangeCARE
Austin, TX

Michael J. Curran

Michael Curran, PC
Austin, TX

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

Carola Davis

Davis Settlement Partners
New Braunfels, TX

H. Clyde Farrell

Farrell, Burdett & Johnson PLLC
Austin, TX

Amanda Flood

U.S. Social Security Administration
Dallas, TX

Haley D. Greer

The Arc of Texas
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Renée C. Lovelace

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

Dana Marquez

U.S. Social Security Administration
Dallas, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Mary E. O'Byrne

O'Byrne Law, LLC
Lutherville, MD

Kymberly K. Oltrogge

TX Health & Human Services Commission
Austin, TX

Bryn A. Poland

Law Office of Pi-Yi Mayo
Baytown, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Craig C. Reaves

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

Jason S. Scott

Osborne, Helman, Knebel & Scott, LLP
Austin, TX

Nancy Sosa

Cadence Bank
Austin, TX

Sally Stalcup

Centers for Medicare & Medicaid Services
Dallas, TX

Scott Stebler

Stebler & Sulak, PLLC
Austin, TX

Sarah Sulak

Stebler & Sulak, PLLC
Austin, TX

Tresi Weeks

The Weeks Law Firm, PLLC
Plano, TX

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

H. Clyde Farrell

Farrell, Burdett & Johnson PLLC
Austin, TX

Terry Lynn Garrett

The Garrett Law Firm, PLLC
Austin, TX

Haley D. Greer

The Arc of Texas
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

Bryn A. Poland

Law Office of Pi-Yi Mayo
Baytown, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Nancy Sosa

Cadence Bank
Austin, TX

Peyton Taylor

Texas Bankers Association
Austin, TX

Tresi Weeks

The Weeks Law Firm, PLLC
Plano, 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.  
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
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
This conference has been approved by the American Bankers Association (ABA) Institute of Certified Bankers (ICB) 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 an ICB Certification Certificate of Completion at the conference for your records. ICB Members self-report these credits at www.icbmembers.org
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

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.
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, 2018 – DoubleTree by Hilton Hotel Austin
Conference Concluded
Buy
Austin
Last day for Individual early registration: Feb 7, 2018

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Feb 7, 2018

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Feb 7, 2018

Add $50 for registrations received after this time

Last day for cancellation (full refund): Feb 9, 2018
Last day for cancellation (partial refund): Feb 12, 2018

$50 processing fee applied

Venue

speaker

6505 N. Interstate 35
Austin, TX 78752-4346
512-454-3737
800-866-3126 (reservations)
Map

Accommodations

$159 room rate good through January 15, 2018 (subject to availability). 

Book your room online here or call the reservations department at 1-800-347-0330 and reference the group code "Special Needs Trusts Conference". The online link and group code will be active until the room block is full or the cutoff date of 01/15/2018, whichever comes first. 

Parking Information

Daily or Overnight Self-parking: $8 
Valet Parking: $18

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