University of Texas School of Law


2019 Special Needs Trusts eConference

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The 15th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. This year’s program includes:
  • An overview of special needs trusts, including an examination of different types of SNTs—third-party, self-settled, and sole benefit SNTs—and their potential uses and benefits.
  • Case law and legislative updates.
  • A special presentation from the SSA’s Regional Trust Leads with must-have insight on the review process; plus tips on submitting your trust review for approval and avoiding the appeal.
  • Considerations and best practices in working with ABLE programs across the country.
  • Discussion on the increasing importance of preparing Medicaid assessments and appeals, and advice for navigating that process.
  • An examination of trustee obligations and best practices, including an opportunity to ask your questions during an “Ask the Experts” portion of the panel.
  • A variety of other SNT essentials, including trust reformation do’s and don’ts, divorce actions and SNTs, understanding SSI work incentive programs and CLASS, and more.
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Course expired: 2/28/2019

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