University of Texas School of Law
14th Annual Changes and Trends Affecting
Special Needs Trusts
A Guide for Attorneys, Financial Advisors and Trust Officers
Austin Feb 15-16, 2018 DoubleTree by Hilton Hotel Austin
$495 Individual  |  $545 after Feb 7
PRESENTED BY
The University of Texas School of Law
The Wealth Management and Trust Division of the Texas Bankers Association

EVENT SPONSORS
Bank of Texas
Cadence Bank, Trust & Wealth Services
Frost Wealth Advisors

SPONSORS
American National Bank of Texas
Happy State Bank & Trust Co.
TEAM Risk Management Strategies

EXHIBITORS
Adaptive Driving Access
Colvent Group
Cumberland Trust
National Care Advisors, LLC
True Link Financial
Wells Fargo Bank

UT Law CLE

2018 Changes and Trends Affecting Special Needs Trusts

Program Features
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!

UT Law CLE

2018 Changes and Trends Affecting Special Needs Trusts

11/24/17
Schedule

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

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. 

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

10:00 am

1.00 hr
0.50 hr ethics

Maximizing Public Benefits

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.
 

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

11:00 am
Break

11:15 am

0.75 hr
0.25 hr ethics

Seven Timeless Principles of SNT Planning

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.
 

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

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

A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers.

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

 
12:50 pm
Break to visit vendors

1:20 pm

0.75 hr

Case Law Update/Legislative Update

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

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

2:05 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

2:35 pm

0.75 hr

View from CMS

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.

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

3:20 pm

0.75 hr

ABLE Act Update

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.

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

4:05 pm
Break

4:15 pm

0.75 hr

Ways You Should and Shouldn’t Use ABLE

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. 
 

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

5:00 pm

0.50 hr
0.25 hr ethics

Decanting: A Solution for Defective or Problematic Trusts

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.

Scott Stebler, Stebler & Sulak, PLLC - Austin, TX

5:30 pm
Adjourn to reception

Thank You to Our Reception Sponsor
Frost Wealth Advisors

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

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.  

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

9:15 am

0.50 hr

The Intersection of Real Estate and SNTs

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.

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

9:45 am

0.50 hr
0.25 hr ethics

When Immigration Issues and SNTs Collide

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.

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

10:15 am
Break

10:30 am

1.00 hr

SSA Regional Trust Leads Presentation Regarding SSI Trusts

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.

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

11:30 am

1.00 hr

Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More

Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts.

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

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

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.

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

 
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

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.  

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

2:50 pm

0.50 hr
0.25 hr ethics

Disabled Military Child Protection Act

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.

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

3:20 pm
Adjourn

UT Law CLE

2018 Changes and Trends Affecting Special Needs Trusts

Faculty

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
H. Clyde Farrell
Farrell & Pak 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
Shari L. Nichols
Texas Health and Human Services Commission
Austin, TX
Mary E. O'Byrne
O'Byrne Law, LLC
Lutherville, MD
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
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 & Pak 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

UT Law CLE

2018 Changes and Trends Affecting Special Needs Trusts

Key Dates

Austin

  • Last day for Individual 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

UT Law CLE

2018 Changes and Trends Affecting Special Needs Trusts

Hotel / Venue

Austin

DoubleTree by Hilton Hotel Austin

6505 N Interstate 35
Austin, TX 78752-4346
512-454-3737
800-347-0330 (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

UT Law CLE

2018 Changes and Trends Affecting Special Needs Trusts

Sponsors