15^th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

Austin Feb 7-8, 2019 DoubleTree by Hilton Hotel Austin
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
Frost Wealth Advisors
Cadence Bank, Trust & Wealth Services

SPONSORS
American National Bank of Texas
Bank of Texas
Happy State Bank and Trust Co.
Independent Life
TEAM Risk Management Strategies
True Link Financial

EXHIBITORS
Adaptive Driving Access
Colvent Group
Cumberland Trust
Heritage Auctions
Jackson Private Wealth & Trust
Medivest Benefit Advisors
National Care Advisors, LLC
Texas ABLE Program – A Savings Program for Texans with Disabilities
The Arc of Texas Master Pooled Trust
Wells Fargo Bank

Download Brochure (PDF)

Overview

The 15th 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:

An overview of special needs trusts, including an examination of different types of SNTs—third-party, self-settled, and sole benefit SNTs—and their potential uses and benefits.
Case law and legislative updates.
A special presentation from the SSA’s Regional Trust Leads with must-have insight on the review process; plus tips on submitting your trust review for approval and avoiding the appeal.
Considerations and best practices in working with ABLE programs across the country.
Discussion on the increasing importance of preparing Medicaid assessments and appeals, and advice for navigating that process.
An examination of trustee obligations and best practices, including an opportunity to ask your questions during an “Ask the Experts” portion of the panel.
A variety of other SNT essentials, including trust reformation do’s and don’ts, divorce actions and SNTs, understanding SSI work incentive programs and CLASS, and more.

Earn up to 15.00 hours of Texas MCLE credit, with 3.25 hours of ethics. Plus, interact with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

Event Schedule

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

Day 1 February 7, 2019
Day 2 February 8, 2019

Time

Credit

Subject

Speaker
Thursday Morning, Feb. 7, 2019
Presiding Officer:
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
8:00 am

Registration Opens

Includes continental breakfast.
8:35 am

Welcoming Remarks
8:45 am

1.00 hr
0.50 hr ethics

Maximizing Public Benefits

Make note of top tips for establishing and maintaining public benefits, especially SSI, Medicaid, Medicare Savings Programs, Disabled Adult Child; and an update on the latest and greatest recent changes in public benefits.

H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
9:45 am

0.75 hr
0.25 hr ethics

Special Needs Trusts Overview and Third-Party SNTs

An overview of Special Needs Trusts, defining the different types of SNTs and explaining how these trusts are used to benefit individuals with disabilities. Special emphasis is given to how Third-Party SNTs are utilized in both lifetime and testamentary estate planning.

Randy Drewett, Attorney at Law - Beaumont, TX
10:30 am

Break
10:45 am

0.75 hr
0.25 hr ethics

Self-Settled SNTs

Balancing the needs and managing the expectations of beneficiaries, courts, trustees, personal injury attorneys, ad litems and beneficiaries’ families, all while meeting the requirements of the Social Security Administration and HHSC can be a monumental task. Gain insight in the complexities of drafting self-settled trusts and navigating the relationships of the parties involved.

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
11:30 am

0.50 hr
0.25 hr ethics

The (c)(2)(B)(iii) Sole Benefit SNT

Discuss what to look for when using this “cousin” of the (d)(4)(A) trust for sanction-free Medicaid transfer planning.

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
12:00 pm

Pick Up Lunch

Included in registration.
Thursday Afternoon, Feb. 7, 2019
Presiding Officer:
Terry Lynn Garrett, The Garrett Law Firm, PLLC - Austin, TX
LUNCHEON PRESENTATION
12:20 pm

0.50 hr

30 More Apps in 30 Minutes

Hear an updated survey of new, 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
1:05 pm

0.50 hr

Pooled Trusts: A Creative Solution for Thorny Problems

Situations come up where a traditional special needs trust isn’t the best option and Pooled Trusts can provide a beneficial alternative. Not sure if there is a trustee available? Too much for an ABLE account? No viable family members available to serve? Pooled Trusts can serve as a your solution! Learn about the creative solutions The Arc of Texas and other pooled trusts can provide.

Haley D. Greer, The Arc of Texas - Austin, TX
1:35 pm

0.75 hr

Case Law and Legislative Update

An analysis of recent Texas, regional, and national cases involving special needs trusts.

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
2:20 pm

0.50 hr

A View from the 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
Leslea Tate Pickle, Texas Department of Health and Human Services - Austin, TX
2:50 pm

Break
3:00 pm

1.00 hr

SNT Practitioner and ABLE Programs: Working Together

With many ABLE programs now available across the nation, how does an SNT Practitioner know which one(s) to work with and how to gain the best advantages for you and your client? Hear the perspectives of ABLE experts as they answer questions about the considerations and best practices for SNTs and ABLE plans to work together.

Moderator:
Tresi Weeks, The Weeks Law Firm, PLLC - Plano, TX
Panelists:
Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Linda Fernandez, Texas Comptroller of Public Accounts - Austin, TX
Doug Jackson, STABLE Accounts - Columbus, OH
4:00 pm

0.50 hr

Trust Reformation in Texas: The Do's and Don'ts, Hows and Whys, Whens and When Nots for Trust Reformation

Confusion abounds about the differences between trust modification, trust amendment, and trust reformation. Learn about trust reformation, how to do it, and when to do it.

Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
4:30 pm

1.00 hr

Medicaid Appeals

Medicaid has gone to managed care for medically fragile children and adults over the age of 21. This change in how services are delivered impact how our clients access care, and their ability to qualify medically for the benefits. Hear a discussion of denials based on medical necessity, and learn how practitioners can prepare their clients for assessments and appeals.

Moderator:
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Panelists:
Peter Thomas Hofer, Disability Rights Texas - Austin, TX
Hannah Mehta, Protect Texas Fragile Kids - Dallas, TX
5:30 pm

Adjourn to 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. 8, 2019
Presiding Officer:
Peyton Taylor, Texas Bankers Association - Austin, TX
8:00 am

Conference Room Opens

Includes continental breakfast.
8:15 am

0.75 hr
0.25 hr ethics

Supplemental Security Income: It’s All About Work!

The amount of SSI one receives when working is determined by a formula, and Medicaid continues until a recipient earns significant income. Understanding the work incentive programs associated with SSI that allow the recipient informed choice about how to manage employment opportunities, SSA disability cash, and medical benefits lead to successful employment outcomes.

Sara Kendall, Texas Workforce Commission - Vocational Rehabilitation Division - Austin, TX
Commentator:
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
9:00 am

0.50 hr

The Working Medicaid Waiver Recipient (CLASS)

There are times when an individual may have CLASS but not SSI. Explore the ways to work in the workforce while maintaining CLASS eligibility.

Nehtra Davis, Texas Health and Human Services Commission - Austin, TX
Commentator:
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
9:30 am

0.75 hr

A Walk through the POMS: Section by Section Updates

Review and explore how to search for specific issues in the Social Security Administration’s (SSA) Program Operations Manual System (POMS), which is the operational reference used by SSA staff to conduct SSA's daily business. The presentation will also examine the POMS that are specific to special needs trusts, with a special focus on recent revisions that were issued March of 2018.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Renée C. Lovelace, The Lovelace Law Firm, P.C. - 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 the effect of updated trust policy on trust reviews. In addition, hear about the types of trust cases that require second-level review, drafting errors, and statistics regarding the number of trust cases SSA processes.

Amanda Flood, U.S. Social Security Administration - Dallas, TX
Dana Marquez, U.S. Social Security Administration - Dallas, TX
11:30 am

0.75 hr

Working with SSA: Tips on How to Avoid the Appeal

Gain tips on how to submit your trust for review so that you can get it approved and avoid a need for an appeal.

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
12:15 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Feb. 8, 2019
Presiding Officer:
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
LUNCHEON PRESENTATION
12:35 pm

0.75 hr ethics

Outstanding Debts vs. Medicaid Payback: Does Death Kill the Debt?

Discuss how a trustee should handle a variety of claims, debts, or expenses of the trust, or of the deceased beneficiary, before Medicaid payback. Can a trustee pay for funeral expenses, outstanding caregiving expenses, legal expenses, reimbursements to family members, etc. before reimbursing state Medicaid agencies, or does Medicaid reimbursement trump all?

Scott Stebler, Stebler & Sulak, PLLC - Austin, TX
Co-Author:
Sarah Sulak, Stebler & Sulak, PLLC - Austin, TX
1:20 pm

Break and Vendor Annoucements
1:50 pm

1.00 hr

Divorce Actions and SNTs

Explore what to expect when counseling clients and/or their children with disabilities when parents’ divorce, and when alimony or child support awards place public benefits in jeopardy. What do the courts think? What are the SSA rules?

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Keith D. Maples, Noelke Maples St. Leger Bryant, LLP - Austin, TX
2:50 pm

0.75 hr ethics

SNT Trustee Obligations and Trust Administration Best Practices

Discuss the challenges facing fiduciaries when navigating complex public benefits issues and regulatory oversight. “Best practice” tips that will assist with managing SNT beneficiary expectations while simultaneously limiting professional liability and providing the utmost in service to clients with disabilities will also be provided.

Peter J. Wall, True Link Financial - Denver, CO
3:35 pm

1.00 hr
0.25 hr ethics

Ask the Experts: Trustee Obligations and Administration

Trustees, bring your questions because the experts will be addressing concerns about Trustee obligations and administrations issues while administering a trust.

Moderator:
Nancy Sosa, Cadence Bank - Austin, TX
David Estes, Texas Regional Bank - McAllen, TX
Panelists:
Haley D. Greer, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO
4:35 pm

Adjourn

Day 1 February 7, 2019
Day 2 February 8, 2019

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

Nehtra Davis

Texas Health and Human Services Commission
Austin, TX

Randy Drewett

Attorney at Law
Beaumont, TX

David Estes

Texas Regional Bank
McAllen, TX

H. Clyde Farrell

Farrell, Burdett & Johnson PLLC
Austin, TX

Linda Fernandez

Texas Comptroller of Public Accounts
Austin, TX

Amanda Flood

U.S. Social Security Administration
Dallas, TX

Haley D. Greer

The Arc of Texas
Austin, TX

Peter Thomas Hofer

Disability Rights Texas
Austin, TX

Doug Jackson

STABLE Accounts
Columbus, OH

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Sara Kendall

Texas Workforce Commission - Vocational Rehabilitation Division
Austin, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Renée C. Lovelace

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

Keith D. Maples

Noelke Maples St. Leger Bryant, LLP
Austin, TX

Dana Marquez

U.S. Social Security Administration
Dallas, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Hannah Mehta

Protect Texas Fragile Kids
Dallas, TX

Marilyn G. Miller

Marilyn G. Miller, Attorney at Law
Dripping Springs, TX

Shari L. Nichols

Texas Health and Human Services Commission
Austin, TX

Leslea Tate Pickle

Texas Department of Health and Human Services
Austin, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Nancy Sosa

Cadence Bank
Austin, TX

Scott Stebler

Stebler & Sulak, PLLC
Austin, TX

Sarah Sulak

Stebler & Sulak, PLLC
Austin, TX

Peter J. Wall

True Link Financial
Denver, CO

Tresi Weeks

The Weeks Law Firm, PLLC
Plano, TX

Planning Committee

Patricia F. Sitchler—Co-Chair

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Renée C. Lovelace—Co-Chair

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

Joanna Jefferson—Director

The University of Texas School of Law
Austin, 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, 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

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, 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

Austin

MCLE Credit

Texas – 15.00 hrs | 3.25 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 Monday. 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

California – 15.00 hrs | 3.25 hrs Ethics

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 must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 17.50 hrs | 4.00 hrs Ethics

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and 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) – 15.00 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 your CFP license number and other information in order to do so. Accreditation Coordinator Laura Tolin will follow up with you to obtain this information within 7 days of the conference.

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

ICB Certified Trust and Financial Advisor (CTFA) – 12.75 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 and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission

National Accounting CPE – 18.00 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.

TX Accounting CPE – 18.00 hrs

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 are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. 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 7-8, 2019 – DoubleTree by Hilton Hotel Austin

Conference Concluded

Buy

Austin

Individual
Last day for $525.00 Regular pricing: Jan 30, 2019

$575.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $473.00 Regular pricing: Jan 30, 2019

$523.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $420.00 Regular pricing: Jan 30, 2019

$470.00 for registrations received after this time

Last day for cancellation (full refund): Feb 1, 2019

$50 processing fee applied after this date

Last day for cancellation: Feb 4, 2019

Venue

DoubleTree by Hilton Hotel Austin

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

Accommodations

$169 room rate good through January 16, 2019 (subject to availability).

Book your room online here or call the reservations department at 1-800-866-3126 and reference the group code "SNT". The online link and group code will be active until the room block is full or the cutoff date of 01/16/2019, whichever comes first.

Parking Information

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

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 $38 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.
frostbank.com
Cadence Bank, Trust & Wealth Services

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
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!
anbtx.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.
bankoftexas.com
Happy State Bank and Trust Co.

“The town without a frown,” Happy, Texas, got its first bank in 1908, then called First State Bank of Happy. In 1989, 10 local families from Canyon, Texas purchased the $10 million dollar bank that was listed as the 812th largest bank in Texas. Happy State Bank is now the 20th largest bank with 35 branches in 25 markets, and an asset size of $3.4 billion. In addition to being named a “Best Banks to Work For” five years in a row by American Banker, Happy is ranked the 3rd Best Bank in Texas and the 26th Best Bank in the Nation by Forbes. The Happy Trust Company was added in 2002 and currently manages over 400 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.
happybank.com
Independent Life

Independent Life is a highly rated and regulated Texas-domiciled structured settlement annuity provider. Injury victims and their families achieve better outcomes using Independent Life because of our enhanced medical underwriting program, our experienced leadership team, and our singular focus on structured settlements. Our expertise includes the application of structured settlements to special needs trusts and Medicare set-asides – all of which you can access through a national network of structured settlement consultants.
independent.life
TEAM Risk Management Strategies

TEAM Risk Management Strategies (www.team-risk.com) is a leading provider of outsourced household employment services, offering nationwide employer of record services to fiduciaries who manage trusts, estates, and guardianships which directly employ caregivers or other household service providers. TEAM provides a seamless solution to address both the hassles of employee administration as well as the considerable risk of employment-related liability. In addition to handling payroll processing, TEAM manages all recordkeeping and tax reporting, and provides full-service access to human resources and compliance experts. To ensure that fiduciaries and trust assets are fully protected, TEAM provides comprehensive workplace insurance and liability coverage, as well as compliance with ever-changing employment law. TEAM has served hundreds of the nation’s most prominent banks and financial institutions over the last 15 years and employs thousands of people in all 50 states.

team-risk.com
True Link Financial

True Link Financial is a financial services firm offering a range of money management tools, investment services, and software designed specifically for special needs trust and benefits eligibility management. Services for trust administrators include the True Link Card, an administrator-managed prepaid card featured in the Social Security Administration’s POMS, and software to manage disbursements, accounting, and reporting for pooled and individual trusts. True Link Financial Advisors, the company’s investment advisory arm, partners with more pooled trusts than any other investment advisor in the United States. Reduce your administrative burden, while allowing beneficiaries to make purchases with greater independence.

truelinkfinancial.com

15th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

Austin Feb 7-8, 2019 DoubleTree by Hilton Hotel Austin Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Feb. 7, 2019

Thursday Afternoon, Feb. 7, 2019

Friday Morning, Feb. 8, 2019

Friday Afternoon, Feb. 8, 2019

Conference Faculty

Leah Cohen

Michael J. Curran

Stephen W. Dale

Nehtra Davis

Randy Drewett

David Estes

H. Clyde Farrell

Linda Fernandez

Amanda Flood

Haley D. Greer

Peter Thomas Hofer

Doug Jackson

Mary Alice Jackson

Sara Kendall

Christina Lesher

Renée C. Lovelace

Keith D. Maples

Dana Marquez

Pi-Yi Mayo

Hannah Mehta

Marilyn G. Miller

Shari L. Nichols

Leslea Tate Pickle

Bryn A. Poland

Elisa Dillard Rainey

Patricia F. Sitchler

Nancy Sosa

Scott Stebler

Sarah Sulak

Peter J. Wall

Tresi Weeks

Planning Committee

Patricia F. Sitchler—Co-Chair

Renée C. Lovelace—Co-Chair

Joanna Jefferson—Director

Ashlee Bennett

Leah Cohen

Stephen W. Dale

Randy Drewett

H. Clyde Farrell

Terry Lynn Garrett

Haley D. Greer

Mary Alice Jackson

Christina Lesher

Pi-Yi Mayo

Elisa Dillard Rainey

Nancy Sosa

Peyton Taylor

Tresi Weeks

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

DoubleTree by Hilton Hotel Austin

Accommodations

Parking Information

Our Sponsors

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15^th Annual Changes and Trends Affecting

Austin Feb 7-8, 2019 DoubleTree by Hilton Hotel Austin
Conference Concluded