18^th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

PRESENTED BY
The University of Texas School of Law
The Wealth Management and Trust Division of the Texas Bankers Association

Austin Feb 10-11, 2022 AT&T Conference Center
Conference Concluded

Live Webcast Feb 10-11, 2022
Conference Concluded

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Related products: eConference Materials

EVENT SPONSOR
Frost Wealth Advisors
Cadence Bank Trust & Asset Management

WEBCAST SPONSOR
American National Bank of Texas - Trust Dept.

CONFERENCE SPONSORS
American National Bank & Trust
Happy State Bank & Trust Co.
Legacy Enhancement Trust
National Care Advisors
Texas ABLE Program – A Savings Program for Texans with Disabilities
True Link Financial
Wells Fargo Bank Special Needs Trust Services

EXHIBITORS
BOK Financial
ElderCounsel LLC
LiveOak Living Community
Merrill Lynch- The Special Needs Team
TEAM Risk Management Strategies
The Arc of Texas Master Pooled Trust

Download Brochure (PDF)

Overview

The 18th 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:

A special luncheon presentation from Thomas Foley, Executive Director of the National Disability Institute.
An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, and ABLE updates.
Explore the art of focusing client appointments and staying on track, with Initial Client Meeting Guidance and Resources.
The Case Law Updates provides an analysis of recent Texas and national cases and legislation involving special needs trusts and ancillary issues.
Explore how Third-Party SNTs are taxed and how the failure to plan properly can affect the quality of life of the beneficiary.
Gain answers and clarity around the confusion and questions surrounding the benefits available to special needs children of retired, wartime veterans.
Network 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 10, 2022
Day 2 February 11, 2022

Time

Credit

Subject

Speaker
Thursday Morning, Feb. 10, 2022
Presiding Officer:
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
8:00 am
Austin Only

Registration and Exhibit Hall Opens

Includes continental breakfast.
8:35 am

Welcoming Remarks
8:45 am

1.00 hr

Special Needs Trusts 101: The Basics

An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples.

Molly Abshire, Wright Abshire, Attorneys - Bellaire, TX
9:45 am

0.75 hr
0.25 hr ethics

ABLE: Updates and Real-Life Application

Find an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. In coordination with Special Needs Trusts (SNTs) ABLE accounts can provide autonomy and expansion of permissible purchases for beneficiaries. Hear real life examples of how SNTs and ABLE accounts work together.

Haley D. Greer, The Arc Of Texas - Austin, TX
Doug Jackson, STABLE Accounts - Columbus, OH
10:30 am

15-Minute Break
10:45 am

1.00 hr
0.50 hr ethics

Maximizing Public Benefits

Review the basics of SSI, Medicaid and other disability benefits that trustees must know and protect; and catch up on recent changes and trends affecting trust beneficiaries who depend on those benefits.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
11:45 am

0.50 hr

Initial Client Meeting Guidance and Resources

Exploring the art of focusing client appointments and staying on track.

Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
12:15 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Thursday Afternoon, Feb. 10, 2022
Presiding Officer:
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
LUNCHEON PRESENTATION
12:45 pm

0.50 hr

Nothing About Us Without Us

Gain insight into the independent living movement and how the SNT practitioner can integrate the concepts of independent living into planning and administration of SNTs. Learn how the SNT practitioner can and should do more than just maintain eligibility for public benefits, but instead use the trust funds to help the beneficiary build financial stability and independence in their own lives. Focus on inclusion of the beneficiary in how the trust is managed to focus on their objectives – not necessarily what the trustee thinks is best for the beneficiary.

Thomas Foley, National Disability Institute - Washington, DC
1:15 pm

15-Minute Break
1:30 pm

0.75 hr

Case Law Update

An exploration and analysis of recent Texas and national cases and legislation involving special needs trusts and ancillary issues.

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
2:15 pm

1.00 hr ethics

Quality of Care and Choices for People with Disabilities

Persons with disabilities often have social, physical and mental health care needs that affect their quality of life. In this session, a Care Manager and a special needs planning attorney will address where and how to find resources to meet those needs, how to pay for those resources, and ethical and family dynamics concerns involved in obtaining quality care.

Ramona Brush, arrangeCARE - Austin, TX
Richard A. Courtney, Courtney Elder Law Associates - Jackson, MS
3:15 pm

15-Minute Break to Visit Exhibitors
3:30 pm

0.75 hr
0.25 hr ethics

How to Evaluate Requests/Make Proper Distributions from an SNT

Assuring that distributions are properly made from an SNT is key to protecting the interests of the beneficiary and preserving the trust as an exempt asset for purposes of SSI and Medicaid qualification. Whether you are advising a beneficiary regarding his or her rights or acting as a trust officer in weighing requests for particular distributions, it is important to understand the limitations upon and strategies for trust distributions.

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Nancy Sosa, Cadence Bank - Austin, TX
4:15 pm

0.75 hr

Pitfalls of Acting as a Successor Trustee: Taking Over a Disaster

Counseling SNT beneficiaries looking for successor trustees or advising potential successor trustees comes with its own unique set of challenges. Difficulties ranging from public benefits issues, confidentiality and privilege, prior and future accounting complications, investment considerations, beneficiary expectations, and tax filings (among other issues) can derail proper administration from the onset of a relationship and may expose a successor trustee to heightened liability. Such issues may also prove problematic for the SNT beneficiary. Speakers will provide insights and case studies from personal experiences while providing best practice tips for practitioners.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall, True Link Financial - Denver, CO
5:00 pm
Austin Only

Adjourn to Reception (5:00 p.m. - 6:00 p.m.)
Austin Only

Thank You to Our Reception Sponsor
Frost Wealth Advisors

Time

Credit

Subject

Speaker
Friday Morning, Feb. 11, 2022
Presiding Officer:
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
8:00 am
Austin Only

Conference Room and Exhibit Hall Opens

Includes continental breakfast.
8:20 am

Morning Annoucements
8:30 am

1.00 hr

The SSI Program and the POMS - Past, Present and Future

In order to have a successful trust practice, you have to be conversant in the SSA Program Operations Manual System (POMS). But do you really understand what the POMS are and why they are important? The Supplemental Security Income Restoration Act brings significant proposed changes to the SSI rules, including removing in-kind support and maintenance rules and raising exempt asset levels. This session will provide an overview of the POMS, POMS provisions that are important to know, and tips on getting the most out of SSI benefits when using a trust. Then we will do some future-casting on the most difficult and quirky SSI rules that need to change and the provisions of the SSI Restoration Act.

Kenneth Brown, Attorney at Law - Mt. Airy, MD
9:30 am

0.75 hr

Fiduciary Litigation Update 2020-2021

Cover recent statutory changes and case law updates. Discuss extending the rule against perpetuities, de jure versus de facto status as trustee, modifications to trusts, trust construction, temporary injunctions against trustees, trustee authority to sell real estate, trust management of closely held businesses, co-trustee management, exculpatory clauses, acceptance-of-the-benefits doctrine, will reformation, and more.

David F. Johnson, Winstead PC - Fort Worth, TX
10:15 am

15-Minute Break to Visit Exhibitors
10:30 am

1.00 hr

SSA Regional Trust Leads Presentation Regarding SSI Trusts

A discussion with the Regional Trust Leads on the SSI trust review business process, including field office technician and Office of the General Counsel roles. Hear the latest information regarding recurring drafting mistakes.

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

0.50 hr

Taxation of Third-Party Special Needs Trusts

Special needs planning attorneys must have a basic knowledge of the income taxation of SNTs. Explore through case studies how Third-Party SNTs are taxed, as grantor or non-grantor, complex, IRA or qualified disability trusts, and how the taxation can affect the trustee’s duties and the quality of life of the beneficiary.

Tresi Moore Weeks, The Weeks Law Firm, PLLC - Plano, TX
12:00 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Friday Afternoon, Feb. 11, 2022
Presiding Officer:
Haley D. Greer, The Arc Of Texas - Austin, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor
Cadence Bank Trust & Asset Management
12:30 pm

1.00 hr ethics

Effects of Isolation During the Covid-19 Pandemic for Older Adults

Review the impacts of isolation during the COVID-19 pandemic for older adults and their caregivers, such as depression, functional decline, disruption to services, and resilience. Discuss innovative services being delivered during the pandemic and implications for the future, including expansion of remote and hybrid services for socialization, health promotion, and well-being.

Amber M. Gum, University of South Florida - Tampa, FL
1:30 pm

Break and Vendor Announcements
2:00 pm

0.75 hr

The Cross-Section between Survivor's Benefits Plan, VA Pension, and SNTs

Gain answers and clarity around the confusion and questions surrounding the benefits available to special needs children of retired, wartime veterans. Does SBP negatively affect survivor's pension and can SBP be put into an SNT? Be sure not to miss this session.

Victoria L. Collier, Attorney at Law - Atlanta, GA
2:45 pm

1.00 hr

Financial Projections for Quality of Life Possible When Factoring in Public and Private Resources

Focus on the importance of financial projections within the expected public and private resources available in maintaining the quality of life for a person with a disability. In many cases resources are limited and hard choices must be made especially when it becomes apparent that a special needs trust will not last for the rest of the beneficiary’s life unless the rate of expenditures are limited. How should the funds be invested? Which expenditures should be encouraged, and which discouraged? How does the trustee deal with the beneficiary, family and providers? What tools such as online calculators are available and how to do you use them?

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Robert B. Fleming, Fleming & Curti, PLC - Tucson, AZ
Thomas Foley, National Disability Institute - Washington, DC
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Tyler, TX
3:45 pm

0.50 hr

Continuity of Care

People, processes and documents to promote continuity of care in changing circumstances.

Terry Garrett, The Garrett Law Firm, PLLC - Austin, TX
Melanie Ibarra-Herrera, The Garrett Law Firm, PLLC - Austin, TX
4:15 pm

Adjourn

Day 1 February 10, 2022
Day 2 February 11, 2022

Download Schedule

Conference Faculty

Molly Abshire

Wright Abshire, Attorneys
Bellaire, TX

Kenneth Brown

Attorney at Law
Mt. Airy, MD

Ramona Brush

arrangeCARE
Austin, TX

Victoria L. Collier

Attorney at Law
Atlanta, GA

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

Robert B. Fleming

Fleming & Curti, PLC
Tucson, AZ

Amanda Flood

U.S. Social Security Administration
Dallas, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Thomas Foley

National Disability Institute
Washington, DC

Terry Garrett

The Garrett Law Firm, PLLC
Austin, TX

Haley D. Greer

The Arc Of Texas
Austin, TX

Amber M. Gum

University of South Florida
Tampa, FL

John B. Henry III

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

Melanie Ibarra-Herrera

The Garrett Law Firm, PLLC
Austin, TX

Doug Jackson

STABLE Accounts
Columbus, OH

David F. Johnson

Winstead PC
Fort Worth, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Renée C. Lovelace

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

Dana Marquez

U.S. Social Security Administration
Dallas, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Nancy Sosa

Cadence Bank
Austin, TX

Peter J. Wall

True Link Financial
Denver, CO

Tresi Moore Weeks

The Weeks Law Firm, PLLC
Plano, TX

Planning Committee

Bryn A. Poland—Co-Chair

Mayo & Poland PLLC
Baytown, 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

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 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

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.
Tyler, TX

Pi-Yi Mayo

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 Moore Weeks

The Weeks Law Firm, PLLC
Plano, TX

MCLE Credit

Texas – 13.50 hrs | 3.00 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 Tuesday. 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, using the course number provided on your certificate of attendance.

California – 13.50 hrs | 3.00 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 16.00 hrs | 3.50 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you 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.

Pennsylvania – 13.50 hrs | 3.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 13.50 hrs | 3.00 hrs Ethics

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.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

Certified Financial Planner (CFP) – 16.00 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 that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

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

ICB Certified Trust and Financial Advisor (CTFA) – 16.50 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(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission

National Accounting CPE – 16.50 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 – 16.50 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 us at accreditation@utcle.org if you have additional questions.

MCLE Credit

Texas – 13.50 hrs | 3.00 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 Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. 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, using the course number provided on your certificate of attendance.

California – 13.50 hrs | 3.00 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 16.00 hrs | 3.50 hrs Ethics

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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. 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.

Pennsylvania – 13.50 hrs | 3.00 hrs Ethics

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 13.50 hrs | 3.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

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

Certified Financial Planner (CFP) – 16.00 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 that you claim the credit in your Briefcase and ensure your CFP number is add in your account.Contact us at accreditation@utcle.org if you have additional questions.

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

ICB Certified Trust and Financial Advisor (CTFA) – 16.50 hrs

Attendee Instructions for Submitting ABA CE Credit

TX Accounting CPE – 16.50 hrs

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 us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Feb 10-11, 2022 – AT&T Conference Center

Conference Concluded

Live Webcast – Feb 10-11, 2022

Conference Concluded

Buy

Austin
Live Webcast

Individual
Last day for $525.00 Regular pricing: Feb 10, 2022

$575.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $475.00 Regular pricing: Feb 10, 2022

$525.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $420.00 Regular pricing: Feb 10, 2022

$470.00 for registrations received after this time

Last day for cancellation (full refund): Feb 4, 2022

$50 processing fee applied after this date

Last day for cancellation: Feb 7, 2022

Individual
Last day for $525.00 Regular pricing: Feb 10, 2022

$575.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $475.00 Regular pricing: Feb 2, 2022

$525.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $420.00 Regular pricing: Feb 2, 2022

$470.00 for registrations received after this time

Last day for cancellation (full refund): Feb 4, 2022

$50 processing fee applied after this date

Last day for cancellation: Feb 7, 2022

Venue

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map

Accommodations

A limited number of rooms have been reserved at a special rate of $189 per night. Special room rate is available until January 14, or until the room block is exhausted, whichever comes first. You can reserve by calling 877-744-8822 and mentioning "Special Needs Trusts Conference" or by visiting their website here.

Parking Information

Parking is available in the hotel's attached garage, as well as Rowling Hall Garage. Both garage entrances are located on W 20th St. Guests may self-park or use the hotel's valet services at the University Avenue entrance. Parking rates are subject to change without notice.

Self-parking fees:

Hourly Parking:
0-30 minutes, $3
31-60 minutes, $4
1– 2 hours, $6
2– 3 hours, $9
3– 4 hours, $12
4– 5 hours, $15
5– 8 hours, $18
8– 24 hours, $21

Overnight Guests:
Hotel guests may obtain a parking card at the front desk for $21 per night.

Valet Parking Rates:

Daily valet: $21
Overnight valet: $35

Additional Information

The conference will take place in Zlotnik Ballroom in Rowling Hall, the new addition of the AT&T Conference Center. If you self-park in the AT&T Conference Center Garage, please take the conference center elevators to level “M1” and follow signs to Zlotnik Ballroom. If you park in Rowling Hall Garage, please take the elevators to level “B4” Zlotnik Ballroom.

Our Sponsors

Visit the Virtual Exhibit Hall

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

Frost Wealth Advisors

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $47 billion in assets at September 30, 2021. One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com.
frostbank.com
Cadence Bank Trust & Asset Management

At Cadence, we believe that a customized wealth strategy plays a critical role in helping clients achieve a fulfilling life and lasting legacy. Averaging 20 years of experience each, our administrative advisors listen first to better understand our client’s definition of success, their goals and unique family dynamics. Whether it is planning for retirement, establishing a court-created or special needs trust, developing a customized investment strategy or transferring wealth to the next generation, Cadence’s innovative wealth management solutions can help clients overcome roadblocks and build a path to financial success. Cadence Trust & Asset Management has full-service office locations in Houston, Austin and Dallas.
cadencebank.com/products-and-services/wealth-management-services
American National Bank of Texas - Trust Dept.

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
American National Bank & Trust

American National Bank & Trust strives to provide a comprehensive range of wealth management services to achieve your goals of financial security and success. Only by listening carefully to our clients’ dreams, concerns, and unique needs can we develop the appropriate solutions to help achieve each clients’ financial and estate planning goals.

Our trust officers have on average more than 23 years of experience and multiple certifications allowing them to deliver the top level of service to our current clients and their future generations. We have expertise in trusts, estate administration, guardianships, 1301 and 142 trusts, special needs trusts, investments, retirement planning, and other individualized wealth management services.

With trust and wealth management offices across the state of Texas and our corporate headquarters in Wichita Falls, Texas, we are able to provide local experts to help your clients with all of their planning needs.
You can find more information about American National Bank & Trust at www.amnat.com.
amnat.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
Legacy Enhancement Trust

Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with every aspect involved in trust administration; including establishment of the trust, funds disbursement and bill pay, nurse care management, benefits coordination, and much more.
legacyenhancement.org
National Care Advisors

The right care plan starts with having the right people at the table.
National Care Advisors was founded in 2008 specifically to serve individuals with special needs challenges. Our firm is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis as well as case management services to attorneys, financial planners, trustees and their client families in all 50 states.

A sustainable quality of life should be attainable for any who seek it, no matter their abilities or special needs. National Care Advisors works as a liaison for our clients in the complex legal and financial climate surrounding insurance, government benefits, and future care and quality of life cost projections.
Our case managers and consultants work with attorneys, trustees, financial planners, families, employers, and individuals with special needs and disability challenges to maximize quality of life within the available scope of resources.
nationalcareadvisors.com
Texas ABLE Program

The Texas ABLE Program: A savings program for Texans with disabilities. The Texas Achieving A Better Life Experience (Texas ABLE®) program gives Texans with disabilities and their families the opportunity to save for disability - related expenses in a tax-advantaged ABLE account. Your clients may be able to save for a loved one's disability expenses without affecting eligibility for public benefits.

Funds in an ABLE account can be used to pay for qualified disability expenses that relate to the beneficiary disability and are used to maintain or improve his or her health, independence or quality of life. Texas ABLE is based on federal and state legislation and is maintained by the state through the Texas Comptroller of Public Accounts.
Learn more and enroll online at TexasABLE.org. 844-4TX-ABLE (844-489-2253)
CustomerService@TexasABLE.org texasable.org
True Link Financial

True Link's investment management services with integrated banking solutions were built by and for professional fiduciaries and trustees. We work with you to analyze your clients’ time horizon, spending needs, tax situation, and risk tolerance to tailor an investment portfolio to your clients’ needs. With end-to-end digital workflows and integration with the True Link Visa® Prepaid Card, you can seamlessly manage your clients’ disbursements via Card, EFT, wire, and automated checking. True Link’s trust administration platform was designed to help trustees manage accounting, recordkeeping, budgeting, and disbursements under one unified system. Our team brings together experienced investment professionals from leading financial institutions alongside former fiduciaries and trust administrators who have spent decades in your shoes. With fiduciaries across the country relying on our investment management services and trust administration platform, True Link delivers more than your average financial advisor.

truelinkfinancial.com
Wells Fargo Bank Special Needs Trust Services

At Wells Fargo, the administration of Special Needs Trusts has been a core business offering since 1996. Currently, we serve over 1,200 clients and their families nationwide. To ensure that our clients receive knowledgeable and responsive service, Wells Fargo has assembled a dedicated team of fiduciary professionals who administer Special Needs Trusts, and other trusts, such as Settlement Preservation Trusts, for beneficiaries living with disabilities. This team works closely with other Wells Fargo professionals, including investment managers, to meet clients’ needs and goals. Wells Fargo assists clients with developing a budget and paying bills, coordinates tax payments, and connects clients with services and resources such as care managers and home health agencies. At Wells Fargo, our mission is to help our clients lead more comfortable, secure, and fulfilled lives.

wellsfargo.com

18th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers PRESENTED BY The University of Texas School of Law The Wealth Management and Trust Division of the Texas Bankers Association

Austin Feb 10-11, 2022 AT&T Conference Center Conference Concluded

Live Webcast Feb 10-11, 2022 Conference Concluded

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Overview

Event Schedule

Thursday Morning, Feb. 10, 2022

Thursday Afternoon, Feb. 10, 2022

Friday Morning, Feb. 11, 2022

Friday Afternoon, Feb. 11, 2022

Conference Faculty

Molly Abshire

Kenneth Brown

Ramona Brush

Victoria L. Collier

Richard A. Courtney

Stephen W. Dale

H. Clyde Farrell

Robert B. Fleming

Amanda Flood

Benecia Flores

Thomas Foley

Terry Garrett

Haley D. Greer

Amber M. Gum

John B. Henry III

Melanie Ibarra-Herrera

Doug Jackson

David F. Johnson

Christina Lesher

Renée C. Lovelace

Dana Marquez

Elisa Dillard Rainey

Nancy Sosa

Peter J. Wall

Tresi Moore Weeks

Planning Committee

Bryn A. Poland—Co-Chair

Elisa Dillard Rainey—Co-Chair

April Rogers—Director

Chelsea Brown

Stephen W. Dale

Randy Drewett

H. Clyde Farrell

Terry Garrett

Haley D. Greer

John B. Henry III

Mary Alice Jackson

Christina Lesher

Renée C. Lovelace

Pi-Yi Mayo

Kristen Quinney Porter

Patricia F. Sitchler

Nancy Sosa

Tresi Moore Weeks

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18^th Annual Changes and Trends Affecting

A Guide for Attorneys, Financial Advisors and Trust Officers

PRESENTED BY
The University of Texas School of Law
The Wealth Management and Trust Division of the Texas Bankers Association

Austin Feb 10-11, 2022 AT&T Conference Center
Conference Concluded

Live Webcast Feb 10-11, 2022
Conference Concluded