eConference
2018 Special Needs Trusts eConference
Contains material from Feb 2018
2018 Special Needs Trusts eConference
4.75 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?
Very good course, a wealth of information.
This conference is always an amazing resource. I found the presenters to be very engaging, which helped keep attention sharp even during the more technical parts and/or the parts that are not as relevant to my practice area. A+ job overall.
Technical Questions?
512.475.6700
service@utcle.org
The 14th Annual Changes and Trends Affecting Special Needs Trusts eConference 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:
- Special needs trusts basics including current trends and pitfalls with Craig. C. Reaves, plus an overview and understanding of available of public benefits programs.
- A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process; plus updates, advice, practice tips for practitioners from Mary E. O’Byrne and Kenneth Brown.
- Case law and legislative updates from Mary Alice Jackson.
- The latest developments in the use of ABLE accounts; plus practical discussion on using (or not using) ABLE with Stephen W. Dale, Haley D. Greer, and Nancy Sosa.
- Practical applications in the intersection of real estate and special needs trusts.
- Current issues and trends from the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS).
- Discussion on a variety of other SNT essentials, including decanting and SNTs; understanding structured settlements; and more.
Includes: Audio Paper Slides
Preview mode.
You must be signed in, have purchased this eConference,
and the eConference must be active
to have full access.
Preview Sessions
Show session details
1.
SNT Basics and Beyond – Top Trends and Pitfalls (Feb 2018)
Craig C. Reaves
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 1
—60 mins
SNT Basics and Beyond – Top Trends and Pitfalls (Feb 2018)
Special needs trusts have been part of our lives for many years and have been adapting to law changes and agency interpretations since the beginning. Review this evolution up to the current status of what works, and what doesn’t, when designing and drafting these trusts.
Originally presented: Feb 2018 Special Needs Trusts
Craig C. Reaves,
Reaves Law Firm, P.C. - Kansas City, MO
Show session details
2.
Maximizing Public Benefits (Feb 2018)
H. Clyde Farrell, Christina Lesher
1.00
0.50
0.00
Preview Materials
Download session materials for offline use
Session 2
—57 mins
Maximizing Public Benefits (Feb 2018)
Clients and trust beneficiaries come to us to solve their current care needs and plan for the future. Often where a client or trust beneficiary lives determines what public benefits programs are available now and could be available later. Hear an overview of the continuum of care settings and what public benefit programs can help pay for care in each setting, as well as an update of recent changes to public benefits.
Originally presented: Feb 2018 Special Needs Trusts
H. Clyde Farrell,
Farrell, Burdett & Johnson PLLC - Austin, TX
Christina Lesher,
The Law Office of Christina Lesher, PC - Houston, TX
Show session details
3.
Seven Timeless Principles of SNT Planning (Feb 2018)
Renée C. Lovelace
0.75
0.25
0.00
Session 3
—45 mins
Seven Timeless Principles of SNT Planning (Feb 2018)
While laws, regulations, and rules impacting public benefits and trusts change frequently, certain planning principles do not change. Discuss steps in the SNT design process to address individual circumstances, including basic program types, budgets, grantor and beneficiary expectations, and distribution planning.
Originally presented: Feb 2018 Special Needs Trusts
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX
Show session details
4.
30 Apps in 30 Minutes (Feb 2018)
Leah Cohen, Michael J. Curran
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Session 4
—29 mins
30 Apps in 30 Minutes (Feb 2018)
A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers.
Originally presented: Feb 2018 Special Needs Trusts
Leah Cohen,
arrangeCARE - Austin, TX
Michael J. Curran,
Michael Curran, PC - Austin, TX
Show session details
5.
Case Law Update/Legislative Update (Feb 2018)
Mary Alice Jackson
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 5
—40 mins
Case Law Update/Legislative Update (Feb 2018)
Review significant cases from the past year, including trends represented in those cases and suggestions for attorneys working with special needs clients.
Originally presented: Feb 2018 Special Needs Trusts
Mary Alice Jackson,
Mary Alice Jackson, P.C. - Austin, TX
Show session details
6.
View from HHSC (Feb 2018)
Kymberly K. Oltrogge
0.25
0.00
0.00
Preview Materials
Download session materials for offline use
Paper
(pdf)
6 pgs
Session 6
—21 mins
View from HHSC (Feb 2018)
A discussion of current issues and trends from the Texas Health and Human Services Commission.
Originally presented: Feb 2018 Special Needs Trusts
Kymberly K. Oltrogge,
TX Health & Human Services Commission - Austin, TX
Show session details
7.
View from CMS (Feb 2018)
Sally Stalcup
0.75
0.00
0.00
Session 7
—41 mins
View from CMS (Feb 2018)
A discussion with a representative of the Centers for Medicare & Medicaid Services of current issues related to the Medicare Secondary Payer provisions. What's new, what's not.
Originally presented: Feb 2018 Special Needs Trusts
Sally Stalcup,
Centers for Medicare & Medicaid Services - Dallas, TX
Show session details
8.
ABLE Act Update (Feb 2018)
Stephen W. Dale
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 8
—45 mins
ABLE Act Update (Feb 2018)
An update on the ABLE Act, with strategies about how to use this new tool to enhance your practice including case studies to illustrate how to use ABLE Accounts, as well as how to educate your clients and community.
Originally presented: Feb 2018 Special Needs Trusts
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Show session details
9.
Ways You Should and Shouldn’t Use ABLE (Feb 2018)
Stephen W. Dale, Haley D. Greer, Nancy Sosa
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 9
—41 mins
Ways You Should and Shouldn’t Use ABLE (Feb 2018)
The ABLE Act is a new tool that opens up new possibilities and challenges in providing quality of life for persons with disabilities. Examine the practical do’s and don’ts, from the viewpoint of a trustee of a special needs trust, that will assist planners in meeting their clients objectives.
Originally presented: Feb 2018 Special Needs Trusts
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer,
The Arc of Texas - Austin, TX
Nancy Sosa,
Cadence Bank - Austin, TX
Show session details
10.
Decanting: A Solution for Defective or Problematic Trusts (Feb 2018)
Scott Stebler, Sarah Sulak
0.50
0.25
0.00
Preview Materials
Download session materials for offline use
Session 10
—30 mins
Decanting: A Solution for Defective or Problematic Trusts (Feb 2018)
Recent legislative changes have made it easier to use the Texas decanting statutes to fix problems with defective or problematic trusts, but decanting is still far from being the solution for every trust dilemma. Learn how and when decanting can be used effectively and what risks or potential problems may arise in the process.
Originally presented: Feb 2018 Special Needs Trusts
Scott Stebler,
Stebler & Sulak, PLLC - Austin, TX
Sarah Sulak,
Stebler & Sulak, PLLC - Austin, TX
Show session details
11.
Making Sense of Structured Settlements (Feb 2018)
Elisa Dillard Rainey, Carola Davis
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 11
—43 mins
Making Sense of Structured Settlements (Feb 2018)
Structured settlements are often used to fund court-created SNTs in the personal injury context. Drafting attorneys and trustees need an understanding of the fundamental concepts of a structured settlement annuity and the effects one will have on the funding and administration of a trust.
Originally presented: Feb 2018 Special Needs Trusts
Elisa Dillard Rainey,
Rainey & Rainey, Attorneys at Law LP - Waco, TX
Carola Davis,
Davis Settlement Partners - New Braunfels, TX
Show session details
12.
The Intersection of Real Estate and SNTs (Feb 2018)
Kristen Quinney Porter
0.50
0.00
0.00
Session 12
—27 mins
The Intersection of Real Estate and SNTs (Feb 2018)
Real estate plays an important role in special needs trusts. Learn to deed property into and out of a trust, as well as other practical applications when real estate and special needs trusts intersect.
Originally presented: Feb 2018 Special Needs Trusts
Kristen Quinney Porter,
Kristen Quinney Porter, LLC - New Braunfels, TX
Show session details
13.
When Immigration Issues and SNTs Collide (Feb 2018)
Bryn A. Poland, Matthew Badders, Daniel Peter Berner
0.50
0.25
0.00
Session 13
—32 mins
When Immigration Issues and SNTs Collide (Feb 2018)
What options might trustees and attorneys have when their trust beneficiaries or their families face immigration issues? This panel discussion will cover views from a trustee, public benefits attorney, and an immigration attorney.
Originally presented: Feb 2018 Special Needs Trusts
Bryn A. Poland,
Law Office of Pi-Yi Mayo - Baytown, TX
Matthew Badders,
Frost Wealth Advisors - San Antonio, TX
Daniel Peter Berner,
Berner Law - Austin, TX
Show session details
14.
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2018)
Pi-Yi Mayo, Amanda Flood, Dana Marquez
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Paper
(pdf)
5 pgs
Session 14
—60 mins
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2018)
A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including key players and their roles. Plus, hear SNT drafting errors "Top 10 List" and the latest policy and procedures regarding SNT reviews, including a Q&A session.
Originally presented: Feb 2018 Special Needs Trusts
Pi-Yi Mayo,
Law Office of Pi-Yi Mayo - Baytown, TX
Amanda Flood,
U.S. Social Security Administration - Dallas, TX
Dana Marquez,
U.S. Social Security Administration - Dallas, TX
Show session details
15.
Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More (Feb 2018)
Mary E. O'Byrne, Kenneth Brown
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 15
—59 mins
Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More (Feb 2018)
Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts.
Originally presented: Feb 2018 Special Needs Trusts
Mary E. O'Byrne,
O'Byrne Law, LLC - Lutherville, MD
Kenneth Brown,
Former Policy Team Lead, SSA (retired), Attorney at Law - Baltimore, MD
Show session details
16.
Borrowed Trouble: Common Conflicts and Mistakes to Avoid in Your Estate Planning Practice (Feb 2018)
Jason S. Scott
1.00
1.00
0.00
Preview Materials
Download session materials for offline use
Session 16
—57 mins
Borrowed Trouble: Common Conflicts and Mistakes to Avoid in Your Estate Planning Practice (Feb 2018)
Practical advice from a fiduciary litigator on avoiding conflicts and mistakes in your estate planning practice, with a focus on attorney-client privilege and work product privilege issues in special needs trust representations.
Originally presented: Feb 2018 Special Needs Trusts
Jason S. Scott,
Osborne, Helman, Knebel & Scott, LLP - Austin, TX
Show session details
17.
The Arc of Texas Master Pooled Trusts: Differences and Resources (Feb 2018)
Haley D. Greer
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Session 17
—25 mins
The Arc of Texas Master Pooled Trusts: Differences and Resources (Feb 2018)
Dive into which of the four options from The Arc of Texas Master Pooled Trust is right for your client or your situation, which ones are recommended as well as the distinct characteristics and advantages of each trust. Learn more about the new Toolkit for beneficiaries and their representatives so that you can better educate your clients on the ins and outs of the Master Pooled Trust.
Originally presented: Feb 2018 Special Needs Trusts
Haley D. Greer,
The Arc of Texas - Austin, TX
Show session details
18.
Disabled Military Child Protection Act (Feb 2018)
Tresi Weeks
0.50
0.25
0.00
Preview Materials
Download session materials for offline use
Session 18
—31 mins
Disabled Military Child Protection Act (Feb 2018)
The recently enacted statute allows members of the military to name a special needs trust for their child as a beneficiary of their survivor benefit plan. Discuss the procedures required in order to name the trust as a beneficiary, as well as issues regarding the certification that the drafting attorney must sign before the designation is accepted.
Originally presented: Feb 2018 Special Needs Trusts
Tresi Weeks,
The Weeks Law Firm, PLLC - Plano, TX