University of Texas School of Law
16th Annual Changes and Trends Affecting
Special Needs Trusts
Austin Feb 13-14, 2020 DoubleTree by Hilton Hotel Austin
$525 Individual  |  $575 after Feb 5
$475 Group (5-9 ppl)  |  $525 after Feb 5
$420 Group (10 or more ppl)  |  $470 after Feb 5
Related products: eConferences, Materials
EVENT SPONSORS
Frost Wealth Advisors
Bank of Texas
Cadence Bank, Trust & Wealth Services

SPONSORS
Ametros
Happy State Bank and Trust Co.
TEAM Risk Management Strategies
American National Bank of Texas
EXHIBITORS
Cumberland Trust
ElderCounsel
Legacy Enhancement Trust
LiveOak Living Community
Medivest Benefit Advisors
National Care Advisors, LLC
Secured Alliance

Wells Fargo Bank

UT Law CLE

2020 Changes and Trends Affecting Special Needs Trusts

Program Features
The 16th 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 essentials, including SNT Basics, Pooled SNTs: Guidelines for Best Practices, Maximizing Public Benefits (Basics), and Emerging Trends in SNTs.
  • Learn about the New POMs Clarification on the Fee Approval Requirements.
  • The SSA’s Regional Trust Leads discuss the regional centralization of the SSI trust review business process, including 2019 POMS update.
  • Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations.
  • An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits.
  • Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions.
  • A variety of other SNT topics, including Protecting and Maximizing Public Benefits (Advanced), Public Benefits for Children, IRA and SNTs, social security fee petitions, and more.
  • Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

UT Law CLE

2020 Changes and Trends Affecting Special Needs Trusts

11/20/19
Schedule

Thursday Morning, Feb. 13, 2020

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

SNT Basics

Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples.

Molly Abshire, Wright Abshire, Attorneys - Bellaire, TX

9:45 am

0.50 hr

Pooled SNTs: Guidelines for Best Practices

Examine the best practices guidelines developed as part of a recent Life Passages Planning Project. Discuss the various guidelines, why those were included, and review examples of their application.

Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL

10:15 am
Break

10:30 am

0.50 hr
0.25 hr ethics

Maximizing Public Benefits (Basics)

Hear an overview of public benefits and Medicaid programs for clients, including "waiver" programs and how to use them to provide long-term care services for clients. Discuss practice tips for new practitioners.

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

11:00 am

0.75 hr
0.25 hr ethics

Emerging Trends in SNTs

Imagine that you are a parent of a 17-year-old child named Kathy who has been diagnosed with Autism, and expected to live until she is 87 years old. Discuss challenges that Kathy’s trustee would need to address if her parents passed away over the next 70 years including current and future laws and regulations, ABLE Accounts, support systems and government aid. Highlight current challenges in different Social Security Administration Regions across the nation, and how those trends could affect the Texas Special Needs Trust practitioners.

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

11:45 am
Pick Up Lunch

Included in registration.

Thursday Afternoon, Feb. 13, 2020

Presiding Officer:
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX

LUNCHEON PRESENTATION

Thank You to Our Luncheon Sponsor
Bank of Texas

12:05 pm

0.50 hr

Letters of Intent for SNTs

Letters of intent are pivotal in future planning and are invaluable in administrating a trust. A letter of intent ensures the trustee knows the abilities, limitations, likes, dislikes, interests, routines, history, future, hopes and dreams of the beneficiary. Gain insight on the important aspects that should be included in a useful letter of intent.

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

 
12:35 pm
Break

12:50 pm

0.50 hr

Public Benefits for Children

Review public benefits and Medicaid programs for children. Learn tips on navigating clients through the various programs and bypassing wait lists.

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

1:20 pm

0.50 hr

Divorce and Disability / Child Support

An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits.

Keith D. Maples, Noelke Maples St. Leger Bryant, LLP - Austin, TX

1:50 pm

0.75 hr

A View from the HHSC

Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX

2:35 pm
Break

2:45 pm

0.50 hr
0.25 hr ethics

Protecting and Maximizing Public Benefits (Advanced)

Discuss recent changes in laws and policies affecting benefits. Hear the latest developments and strategies for protecting and maximizing benefits.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX

3:15 pm

1.00 hr
0.50 hr ethics

New POMs Clarification on the Fee Approval Requirements

Learn more about POMS GN 03920.007 and the questions it raised, the legislative and administrative advocacy that followed its release, and what may happen now that it has been archived.

Stacy Braverman Cloyd, National Organization of Social Security Claimants’ Representatives - Washington, DC
Constance R. Somers, Law Office Of Constance Somers - San Antonio, TX

4:15 pm

0.50 hr
0.25 hr ethics

Nuts and Bolts of Preparing a Fee Petition for Social Security Representation

After winning the case there are additional steps needed to finally get paid. Learn what is required in the client contract, how our first draft is prepared, terms to avoid, addressing the Judge’s concerns, getting clients assistance, where to send the completed fee petition, expected time needed for follow-up, and additional insight.  

John Driskill, Morgan & Weisbrod LLP - Dallas, TX

4:45 pm
Adjourn to Reception

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

Thank You to Our Reception Sponsor
Frost Wealth Advisors

Friday Morning, Feb. 14, 2020

Presiding Officer:
Peyton Taylor, Texas Bankers Association - Austin, TX

8:00 am
Conference Room Opens

Includes continental breakfast.

8:15 am

0.75 hr

Working with the Social Security Administration: Appeals, Overpayments and ISM Charges

Gain a better understanding of the timeline and process of appeals, options for managing overpayments, and strategies to eliminate in-kind support and maintenance charges.

Alison Packard, Packard Law Firm - San Antonio, TX

9:00 am

0.50 hr

IRAs and SNTs

Many parents’ IRAs and 401(k)s are a significant part of their estate, and they may want to leave it to their child with disabilities to provide for his or her future care. Explore various issues that arise when incorporating retirement benefits into special needs planning, including taxation and SSI/Medicaid disqualification. Whether the distribution is outright, over a period of years, or to a conduit or accumulation special needs trust, proper planning can maximize the benefit to the child with special needs.

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

9:30 am

1.00 hr

Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions (Case Studies)

Complexities abound with SNTs involving multiple decision makers and multiple states. Discuss creative solutions using ABLE accounts, automated distribution plans facilitated by True Link, experienced corporate trustees, and pooled trusts.

Moderator:
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
Panelists:
Haley D. Greer, The Arc of Texas - Austin, TX
Nancy Sosa, Cadence Bank - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO

10:30 am
Break

10:45 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 2019 POMS updates. In addition, hear about drafting errors, including case examples.

Amanda Flood, U.S. Social Security Administration - Dallas, TX
Dana Marquez, U.S. Social Security Administration - Dallas, TX

11:45 am

0.50 hr
0.25 hr ethics

Immigration Benefits/Issues

Learn about immigrants’ eligibility for public benefits and how varying immigrant status and applying for benefits may affect sponsors, recipients and family members in a “deterrence only” policy environment.

Terry Lynn Garrett, The Garrett Law Firm, PLLC - Austin, TX
Melanie Ibarra, The Garrett Law Firm, PLLC - Austin, TX

12:15 pm
Pick Up Lunch

Included in registration.

Friday Afternoon, Feb. 14, 2020

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

LUNCHEON PRESENTATION

12:35 pm

0.50 hr

Quality of Life Tools: Bloom Where You Are Planted 

The goal of quality of life considerations is to help make your clients/beneficiaries feel valued and to appreciate life despite their challenges. In most cases, distribution requests between beneficiaries and professionals are framed as necessities or needs rather than improving their quality of  life. Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations.

Leah Cohen, arrangeCARE - Austin, TX

 
1:05 pm
Break and Vendor Annoucements

1:35 pm

0.75 hr

Powers of Appointment in Special Needs Planning: Mystical Authority Made Magical!

Define the role and use of powers of appointment in the context of public benefits, tax, and dispositive wishes so that problems can be solved rather than created.  

G. Mark Shalloway, Shalloway & Shalloway - West Palm Beach, FL

2:20 pm

0.50 hr

Home Sweet Home?

Hear common considerations and unusual issues surrounding the ownership and maintenance of a house for a trust beneficiary. 

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Nancy Sosa, Cadence Bank - Austin, TX

2:50 pm

1.00 hr ethics

Special Needs Trusts Ethics Jeopardy

Cover various categories of ethical issues SNT attorneys, using the Texas Disciplinary Rules of Professional Conduct, where the answers are in the form of questions. Get ready to volunteer to play Special Needs Trusts Ethics Jeopardy!

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

3:50 pm
Adjourn

UT Law CLE

2020 Changes and Trends Affecting Special Needs Trusts

Faculty

Conference Faculty

Molly Abshire
Wright Abshire, Attorneys
Bellaire, TX
Stacy Braverman Cloyd
National Organization of Social Security Claimants’ Representatives
Washington, DC
Leah Cohen
arrangeCARE
Austin, TX
Stephen W. Dale
The Dale Law Firm, PC
Pacheco, CA
John Driskill
Morgan & Weisbrod LLP
Dallas, TX
H. Clyde Farrell
Farrell & Johnson PLLC
Austin, TX
Amanda Flood
U.S. Social Security Administration
Dallas, TX
Terry Lynn Garrett
The Garrett Law Firm, PLLC
Austin, TX
Haley D. Greer
The Arc of Texas
Austin, TX
Melanie Ibarra
The Garrett Law Firm, PLLC
Austin, TX
Mary Alice Jackson
Boyer & Boyer P.A.
Sarasota, FL
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
Rebecca C. Morgan
Stetson University College of Law
Gulfport, FL
Shari L. Nichols
Texas Health and Human Services Commission
Austin, TX
Alison Packard
Packard Law Firm
San Antonio, TX
Elisa Dillard Rainey
Rainey & Rainey, Attorneys at Law LP
Waco, TX
G. Mark Shalloway
Shalloway & Shalloway
West Palm Beach, FL
Constance R. Somers
Law Office Of Constance Somers
San Antonio, TX
Nancy Sosa
Cadence Bank
Austin, TX
Peter J. Wall
True Link Financial
Denver, CO
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
April Rogers—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
H. Clyde Farrell
Farrell & 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
Boyer & Boyer P.A.
Sarasota, FL
Christina Lesher
The Law Office of Christina Lesher, PC
Houston, TX
Pi-Yi Mayo
Mayo & Poland PLLC
Baytown, TX
Bryn A. Poland
Mayo & Poland PLLC
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

2020 Changes and Trends Affecting Special Needs Trusts

Credit Information

MCLE Credit

Texas
13.50 hrs  |  2.75 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
Additional Information
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.  
California
13.50 hrs  |  2.75 hrs Ethics
Additional Information
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.  
Oklahoma
16.00 hrs  |  3.00 hrs Ethics
Additional Information
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.
Other States
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

Certified Financial Planner (CFP) – Expected
13.50 hrs
ICB Certified Trust and Financial Advisor (CTFA) – Expected
13.50 hrs
Additional Information
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
National Accounting CPE
16.00 hrs
Additional Information
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.
TX Accounting CPE
16.00 hrs
Additional Information
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.  

UT Law CLE

2020 Changes and Trends Affecting Special Needs Trusts

Key Dates

Austin

  • Last day for Individual early registration: Feb 5, 2020
    Add $50 for registrations received after this time
  • Last day for Group (5-9 ppl) early registration: Feb 5, 2020
    Add $50 for registrations received after this time
  • Last day for Group (10 or more ppl) early registration: Feb 5, 2020
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Feb 7, 2020
  • Last day for cancellation (partial refund): Feb 10, 2020
    $50 processing fee applied

UT Law CLE

2020 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
800-866-3126 (reservations)
Map

Accommodations

$169 room rate good through January 22, 2020 (subject to availability). 

Book your room online here or call the reservations department at 1-800-866-3126 and reference the group name "UT Law Special Needs Trust". The online link and group code will be active until the room block is full or the cutoff date of 1/22/2020, whichever comes first. 

Parking Information

Daily or Overnight Self-parking: $8 
Valet Parking: $20

UT Law CLE

2020 Changes and Trends Affecting Special Needs Trusts

Sponsors