20^th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

Austin Feb 15-16, 2024 DoubleTree by Hilton Hotel Austin
Conference Concluded

Live Webcast Feb 15-16, 2024
Conference Concluded

Overview

The 20th 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.

Event Schedule

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

Day 1 February 15, 2024
Day 2 February 16, 2024

Time

Credit

Subject

Speaker
Thursday Morning, Feb. 15, 2024
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 Dear Abshire, Wright Abshire Attorneys, P.C. - Bellaire, TX

Molly Dear Abshire, Wright Abshire Attorneys, P.C. - Bellaire, TX
9:45 am

1.00 hr ethics

The Ethics of SNT Administration

In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical.

Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL
Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX

Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL
Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
10:45 am

15-Minute Break
11:00 am

0.75 hr
0.25 hr ethics

Redlining the Basics with 1st Party SNT

Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT.

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

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
11:45 am

0.75 hr
0.25 hr ethics

Maximizing Public Benefits: Overview

Planning for public benefits can be daunting. This presentation walks attendees through the paper, with stops along the way for basics, practice tips, and hidden gems in the paper.

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

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
12:30 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Thursday Afternoon, Feb. 15, 2024
Presiding Officer:
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor

American National Bank of Texas - Trust Dept.
1:00 pm

0.75 hr ethics

Empowering Individuals with Special Needs: Harnessing AI in the Legal Representation of Clients with Special Needs

The potential for AI in the special needs community is truly life-changing. AI has the potential to significantly increase inclusivity and independence and to transform the way attorneys and advocates communicate and interact with clients with special needs.

Melissia Riddle, Hardie Alcozer - Austin, TX

Melissia Riddle, Hardie Alcozer - Austin, TX
1:45 pm

15-Minute Break
2:00 pm

0.75 hr ethics

What We Say and Do Matters: People First or Identity First, Appropriate Behavior of Us and our Staff

Discuss the various approaches to ensuring that clients with disabilities are treated with the respect and dignity they deserve and is ethically required. Gain insight on how to approach family members, clients, and other professionals as well as practical dos and don'ts when handling cases where the client has limitations.

Amanda E. Carter, Matthew Harris Law, PLLC - Lubbock, TX
Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX

Amanda E. Carter, Matthew Harris Law, PLLC - Lubbock, TX
Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
2:45 pm

0.50 hr

A View from HHSC

Gain insight on the topic of the termination of the special needs trust when a beneficiary passes away and there is a Medicaid lien owed. Hear the basics of the requirements of the Medicaid pay-back provision, how to contact the Texas Health and Human Services Commission (HHSC) to verify the Medicaid lien and obtain the lien payoff, and the process of settling the lien with the agency.

Leslea Pickle, Texas Department of Health and Human Services - Austin, TX

Leslea Pickle, Texas Department of Health and Human Services - Austin, TX
3:15 pm

15-Minute Break
3:30 pm

0.50 hr

Unraveling the Nuances of ABLE Accounts with Real-Life Examples

Learn how to creatively use ABLE accounts through real world examples alongside SNTs. Explore the nuances of ABLE accounts, the changes coming, how to use an ABLE account to enhance quality of life and encourage saving, while protecting benefits.

Ashley Melero, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO

Ashley Melero, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO
4:00 pm

1.00 hr
0.25 hr ethics

Medicaid in Depth – the Battle to Preserve Benefits

In The Trenches: The battle to establish and maintain Medicaid benefits happens not only at the law office, but also at the client's home, with financial planners, and corporate trustees. Gain insight into how parents, professionals, and family members protect and fight for Medicaid eligibility for the most vulnerable population, while focusing on the day-to-day care needs of the individual.

Moderator:
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Panelists:
Haley D. Greer, The Arc of Texas - Austin, TX
Laurie Mann, Cedar Park, TX
Allison Schaberg, Consolidated Planning Group - Sugar Land, TX

Moderator:
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Panelists:
Haley D. Greer, The Arc of Texas - Austin, TX
Laurie Mann, Cedar Park, TX
Allison Schaberg, Consolidated Planning Group - Sugar Land, TX
5:00 pm
Austin Only

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

Join program faculty and attendees for drinks and hors d'oeuvres.
Thank You to Our Reception Sponsor
Legacy Enhancement Trust

Time

Credit

Subject

Speaker
Friday Morning, Feb. 16, 2024
Presiding Officer:
Margaret Svoboda, American National Bank of Texas - Rockwall, TX
8:00 am
Austin Only

Conference Room and Exhibit Hall Opens

Includes continental breakfast.
8:30 am

0.75 hr

A Quick Trust Tax Tutorial

You don’t need to be a tax lawyer, but every special-needs planner should know at least the basics of trust income tax. Explore key rules in an accessible way for non-tax practitioners.

Eric Reis, UNT Dallas College of Law - Dallas, TX

Eric Reis, UNT Dallas College of Law - Dallas, TX
9:15 am

0.75 hr
0.25 hr ethics

Maximizing Public Benefits: New Developments

A discussion of new developments in the law of disability benefits, and of recent updates to this paper, that trustees of Special Needs Trusts need to know about.

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

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
10:00 am

15-Minute Break
10:15 am

1.00 hr

SSA Regional Trust Leads Presentation Regarding SSI Trusts

For trusts established with the assets of an individual on or after 01/01/00, the Social Security Administration follows specific policy regarding disbursements from the trust, earnings on and additions to the trust, and posteligibility changes in the trust’s resource status. This session provides a summary of the policy for trust principal that is not a resource and for trust principal that is a resource, including examples. Please submit your questions in advance to ConferenceQA@utcle.org.

Moderator:
Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
Panelist:
Amanda Flood, U.S. Social Security Administration - Dallas, TX

Moderator:
Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
Panelist:
Amanda Flood, U.S. Social Security Administration - Dallas, TX
11:15 am

1.00 hr
0.50 hr ethics

Supported Decision-Making Concepts in a SNT

States are passing Supported Decision-Making laws across the country to assist persons with disabilities to be more engaged in decision making that affects their lives and supports. Join a panel of practitioners who cover the basics of Supported Decision-Making and how to incorporate Supported Decision-Making concepts in a special needs trust. Also, explore challenges a trustee might encounter while working with a Supported Decision-Making agreement in meeting their fiduciary duties.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Lindsey S. Drake, Drake Law, PLLC - Austin, TX
Haley D. Greer, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Lindsey S. Drake, Drake Law, PLLC - Austin, TX
Haley D. Greer, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO
12:15 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Friday Afternoon, Feb. 16, 2024
Presiding Officer:
Nancy Sosa, Cadence Bank - Austin, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor
Happy State Bank & Trust Co.
12:45 pm

0.75 hr

Overcoming School Challenges – A Collaborative Approach

Having school-aged clients with a disability can provide unique challenges in their care. Discuss these challenges and potential solutions from the collaborative perspective of an education consultant and a nurse case manager.

Ann Koerner, National Care Advisors - Morgan Hill, CA
Kristen Sabo, National Care Advisors - Philadelphia, PA

Ann Koerner, National Care Advisors - Morgan Hill, CA
Kristen Sabo, National Care Advisors - Philadelphia, PA
1:30 pm

30-Minute Break and Exhibitor Announcements
2:00 pm

0.50 hr

Leaving Non-IRA Retirement Benefits to SNTs

Many clients leave retirement benefits to an SNT for a disabled child. We know the rules for IRAs and 401(k)s, but this presentation covers the different rules for other retirement plans. Learn about the specific requirements for naming an SNT as a beneficiary of Teacher Retirement System (TRS), Military Survivor Benefit Program, and other government pensions.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall, True Link Financial - Denver, CO

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall, True Link Financial - Denver, CO
2:30 pm

0.75 hr

Common Benefits Termination Problems

Public Benefit programs for the disabled such as Medicaid and Supplemental Security Income are income and resource-tested, meaning that the disabled individual must also maintain eligibility based on specific income and resource criteria to continue receiving benefits. When changes to income and resources occur, the disabled individual (or their representative payee) may receive letters from Social Security and/or HHS notifying them that their benefits are being terminated, and worse, that an overpayment has occurred and they must return some of the benefits paid to them. Practitioners in special needs and elder law learn the common causes for changes to a disabled individual’s income and resources that cause cessation of benefits and overpayments; how to respond to Social Security when a cessation and overpayment notice is received; tools for re-establishing eligibility for benefits; and how to properly advise fiduciary caregivers and supporters of the disabled who are involved in the process (guardians, trustees, and representative payees).

Adriane S. Grace, Law Office of Adriane S. Grace, PLLC - Plano, TX

Adriane S. Grace, Law Office of Adriane S. Grace, PLLC - Plano, TX
3:15 pm

0.75 hr

Welcome Home! Best Practices with Special Needs Trust Real Estate Ownership

Trustees of special needs trusts have unique considerations when purchasing and owning real property. Learn about the pros and cons of owning real estate in a trust.

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

Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX
4:00 pm

Adjourn

Day 1 February 15, 2024
Day 2 February 16, 2024

Download Schedule

Conference Faculty

Molly Dear Abshire

Wright Abshire Attorneys, P.C.
Bellaire, TX

Amanda E. Carter

Matthew Harris Law, PLLC
Lubbock, TX

Jennifer L. Coulter

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

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

Lindsey S. Drake

Drake Law, PLLC
Austin, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Amanda Flood

U.S. Social Security Administration
Dallas, TX

Adriane S. Grace

Law Office of Adriane S. Grace, PLLC
Plano, 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

Ann Koerner

National Care Advisors
Morgan Hill, CA

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Laurie Mann

Cedar Park, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Ashley Melero

The Arc of Texas
Austin, TX

Rebecca C. Morgan

Stetson University College of Law
Gulfport, FL

Leslea Pickle

Texas Department of Health and Human Services
Austin, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Eric Reis

UNT Dallas College of Law
Dallas, TX

Melissia Riddle

Hardie Alcozer
Austin, TX

Kristen Sabo

National Care Advisors
Philadelphia, PA

Allison Schaberg

Consolidated Planning Group
Sugar Land, TX

Peter J. Wall

True Link Financial
Denver, CO

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

Ramona Brush

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 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

Marilyn G. Miller

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

Beth Owens

American National Bank & Trust
Houston, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Patricia Flora 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 – 13.25 hrs | 4.00 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 – 13.25 hrs | 4.00 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 | 5.00 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 – 13.00 hrs | 4.00 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 – 13.25 hrs | 4.00 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) – 15.50 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) – 16.00 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 – 16.00 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.

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

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 – 13.25 hrs | 4.00 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 – 13.25 hrs | 4.00 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 | 5.00 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 – 13.00 hrs | 4.00 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 – 13.25 hrs | 4.00 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) – 15.50 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/

CPA - Other States – Expected – 16.00 hrs

You may use this accounting certificate to self-report your CPA credit to various states. Use this handy registry guide for state-by-state rules: https://www.nasbaregistry.org/cpe-requirements

ICB Certified Trust and Financial Advisor (CTFA) – 16.00 hrs

Attendee Instructions for Submitting ABA CE Credit

TX Accounting CPE – 16.00 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 15-16, 2024 – DoubleTree by Hilton Hotel Austin

Conference Concluded

Live Webcast – Feb 15-16, 2024

Conference Concluded

Buy

Austin
Live Webcast

Individual
Last day for $545.00 Early Bird pricing: Oct 13, 2023
Last day for $645.00 Regular pricing: Jan 31, 2024
$745.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $480.00 Early Bird pricing: Oct 13, 2023
Last day for $580.00 Regular pricing: Jan 31, 2024
$680.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $415.00 Early Bird pricing: Oct 13, 2023
Last day for $515.00 Regular pricing: Jan 31, 2024
$615.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Feb 9, 2024
$50 processing fee applied after this date
Last day for cancellation: Feb 12, 2024

Venue

DoubleTree by Hilton Hotel Austin

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

Accommodations

A limited number of rooms have been reserved at a special rate of $184 per night. Our special room rate is available until January 22, or until the room block is exhausted, whichever comes first. You can reserve by calling 800-866-3126 and mentioning "UT Law Special Needs Trusts" or by booking online here.

Parking Information

Daily or Overnight Self-parking: $10

Our Sponsors

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

Legacy Enhancement Trust

Legacy Enhancement Trust
www.legacyenhancement.org/

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.
Cadence Asset Management & Trust

Cadence Asset Management & Trust
cadencebank.com/wealth-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.
American National Bank of Texas - Trust Dept.

American National Bank of Texas - Trust Dept.
www.anbtx.com

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!
Happy State Bank & Trust Co.

Happy State Bank & Trust Co.
happytrust.com/

“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.
Austin Trust Company

Austin Trust Company
www.austintrust.com/

Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking, receiving charter number T-001 in 1987. We remain the only locally owned and controlled institution that offers a full range of fiduciary services. Whether you have a straightforward trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. To find out more about how we strive to go Beyond Wealth Management, please visit us at austintrust.com.
American National Bank & Trust

American National Bank & Trust
www.amnat.com/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.
Frost Bank

Frost Bank
frostbank.com

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $48.6 billion in assets at June 30, 2023. 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.
National Care Advisors

National Care Advisors
www.nationalcareadvisors.com

National Care Advisors, founded in 2008, is a national nurse consulting firm providing life care planning, quality of life assessment, third-party benefit analysis, educational and litigation consulting as well as case management services for individuals with special needs and disabilities.

We work with attorneys, financial planners, trustees and their client families in all 50 states to navigate the complex financial and legal climate surrounding insurance, government benefits, and future cost projections. Sustainable quality of life should be attainable for any who seek it, no matter their abilities or special needs. Our case managers and consultants work to maximize quality of life within the available scope of resources. Learn more about us at www.nationalcareadvisors.com
Special Considerations

Special Considerations
www.specialconsiderations.com/

Special Considerations stands out as the leading end-of-life planning establishment in the country, catering specifically to the needs of the special needs community. We firmly believe that every individual with special needs deserves a dignified and respectable end of life, and our solutions, accessible to one and all, make this a reality.

The hallmark of our enterprise is the Funeral Insurance Plan, which incorporates an Irrevocable Funeral Expense Trust. Our newest solution and addition to our portfolio, the Special Considerations Irrevocable Funeral Expense Trust, is an exceptional offering that bridges the gap when Goods and Services are required by state regulations. Both are compliant with Medicaid and SSI regulations, qualify as spend-down expenses and complement Special Needs Trusts- whether pooled or individual.
True Link Financial

True Link Financial
www.truelinkfinancial.com/

True Link Financial, Inc., provides financial solutions for people with complex needs and those who care for them. As a dedicated partner to professional trustees throughout the country, True Link's online platform helps trustees manage spending, record-keeping, and reporting for more than 17,000 beneficiaries.

True Link Financial Advisors, LLC, provides investment management for 25+ pooled special needs trusts, bringing the expertise of nationally recognized investment professionals with decades of experience from leading financial institutions. Nonprofit trustees and other fiduciaries entrust us to manage more than $1 billion in assets.

Learn more at www.truelinkfinancial.com/investment-management
WealthCounsel

WealthCounsel
www.wealthcounsel.com/

State-of-the-art drafting software and workflow solutions, practice-building coaching programs, legal content marketing services, continuing legal education (CLE), and a nationwide community of like-minded attorneys—WealthCounsel has all you need to practice efficiently and confidently.
Wells Fargo Bank Special Needs Trust Services

Wells Fargo Bank Special Needs Trust Services
wellsfargo.com

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.

Special Needs Trusts

Overview

Event Schedule

Thursday Morning, Feb. 15, 2024

Thursday Afternoon, Feb. 15, 2024

Friday Morning, Feb. 16, 2024

Friday Afternoon, Feb. 16, 2024

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

DoubleTree by Hilton Hotel Austin

Accommodations

Parking Information

Our Sponsors

Legacy Enhancement Trust

Cadence Asset Management & Trust

American National Bank of Texas - Trust Dept.

Happy State Bank & Trust Co.

Austin Trust Company

American National Bank & Trust

Frost Bank

National Care Advisors

Special Considerations

True Link Financial

WealthCounsel

Wells Fargo Bank Special Needs Trust Services

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