Overview

The 17th Annual Changes and Trends Affecting Special Needs Trusts virtually 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 virtual program includes:
 
  • An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, transfers to pooled trusts, and ABLE updates and basics.
  • SNT Lagniappe – Forms to Support Your SNT Practice.
  • The Masters of SNT—What I Know Now That I Wish I Had Known Back Then.
  • Learn about tax basics of a SNT along with information on planning for the estate tax exemption.
  • Insight on the housing problems and solutions for housing beneficiaries and real estate in trusts.
  • A variety of other SNT topics, including program benefits for family caregivers, guiding family trustees, reporting for trusts, SSI applications process for children and adults, and more.
  • A virtual exhibit hall highlighting the services and products offered by our sponsors and exhibitors.

Conference Faculty

Jennifer L. Coulter

Townsend Allala, Coulter, & Kludt, PLLC
El Paso, TX

Richard A. Courtney

Courtney Elder Law Associates
Jackson, MS

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Terry Lynn Garrett

The Garrett Law Firm, PLLC
Austin, TX

Haley D. Greer

The Arc of Texas
Austin, TX

John B. Henry III

Law Office of John B. Henry, III, PLLC
Bellaire, 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

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Dennis M. Sandoval

Attorney at Law
Riverside, CA

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, 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

Elisa Dillard Rainey—Co-Chair

Rainey & Rainey, Attorneys at Law LP
Waco, TX

April Rogers—Director

The University of Texas School of Law
Austin, TX

Chelsea Brown

Texas Bankers Association
Austin, TX

Leah Cohen

arrangeCARE
Austin, TX

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

Randy Drewett

Randy E. Drewett, P.C.
Beaumont, TX

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

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Nancy Sosa

Cadence Bank
Austin, TX

Tresi Weeks

The Weeks Law Firm, PLLC
Plano, TX

Credit Info

MCLE Credit
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
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 to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion .

MCLE credit is presented based on a 60-minute credit hour.
Other Credit
No Additional Credit Information.
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Live Webcast – Feb 18-19, 2021
Live Webcast
Last day for Individual early registration: Feb 18, 2021

Add $0 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Feb 18, 2021

Add $0 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Feb 18, 2021

Add $0 for registrations received after this time

Last day for cancellation (full refund): Feb 12, 2021

$50 processing fee applied after this date

Last day for cancellation: Feb 15, 2021

Our Sponsors

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

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