University of Texas School of Law

eConference

2020 Special Needs Trusts eConference

Contains material from Feb 2020 to Mar 2020

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The 16th 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 essentials, including SNT BasicsPooled SNTs: Guidelines for Best PracticesMaximizing Public Benefits (Basics), and Emerging Trends in SNTs.
  • Learn about the New POMs Clarification on the Fee Approval Requirements.
  • The SSA’s Regional Trust Leads discuss the regional centralization of the SSI trust review business process, including 2019 POMS updates.
  • Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations.
  • An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits.
  • Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions.
  • A variety of other SNT topics, including Protecting and Maximizing Public Benefits (Advanced)Public Benefits for Children, IRA and SNTs, social security fee petitions, and more.
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Total Credit Hours:
13.50 | 2.75 ethics     Credit Info

TX MCLE credit expires: 2/28/2021

Includes: Video Audio Paper Slides

$475  

Preview Sessions
Credit Hours
1. SNT Basics (Feb 2020)

Molly Abshire

1.00 0.00 0.00 1.00  

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Video (mp4) 59 mins
Audio (mp3) 59 mins
Paper (pdf) 52 pgs
Slides (pdf) 26 pgs

SESSION 1 — 59 mins, credit 1.00

Session 1:

SNT Basics (Feb 2020)

Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples.

Originally presented at: Feb 2020 Special Needs Trusts

Molly Abshire, Wright Abshire, Attorneys - Bellaire, TX

2. Pooled SNTs: Guidelines for Best Practices (Feb 2020)

Stephen W. Dale, Rebecca C. Morgan

0.50 0.00 0.00 0.50  

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Video (mp4) 29 mins
Audio (mp3) 29 mins
Paper (pdf) 23 pgs
Paper (pdf) 3 pgs
Paper (pdf) 5 pgs
Paper (pdf) 37 pgs
Paper (pdf) 33 pgs
Slides (pdf) 7 pgs

SESSION 2 — 29 mins, credit 0.50

Session 2:

Pooled SNTs: Guidelines for Best Practices (Feb 2020)

Examine the best practices guidelines developed as part of a recent Life Passages Planning Project. Discuss the various guidelines, why those were included, and review examples of their application.

Originally presented at: Feb 2020 Special Needs Trusts

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL

3. Maximizing Public Benefits (Basics) (Feb 2020)

Christina Lesher

0.50 0.25 0.00 0.50 | 0.25 ethics  

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Video (mp4) 28 mins
Audio (mp3) 28 mins
Paper (pdf) 250 pgs
Paper (pdf) 2 pgs
Slides (pdf) 9 pgs

SESSION 3 — 28 mins, credit 0.50 | 0.25 ethics

Session 3:

Maximizing Public Benefits (Basics) (Feb 2020)

Hear an overview of public benefits and Medicaid programs for clients, including "waiver" programs and how to use them to provide long-term care services for clients. Discuss practice tips for new practitioners.

Originally presented at: Feb 2020 Special Needs Trusts

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

4. Emerging Trends in SNTs (Feb 2020)

Stephen W. Dale

0.75 0.25 0.00 0.75 | 0.25 ethics  

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Video (mp4) 46 mins
Audio (mp3) 45 mins
Paper (pdf) 162 pgs
Paper (pdf) 7 pgs
Paper (pdf) 15 pgs
Paper (pdf) 2 pgs
Slides (pdf) 35 pgs

SESSION 4 — 46 mins, credit 0.75 | 0.25 ethics

Session 4:

Emerging Trends in SNTs (Feb 2020)

Imagine that you are a parent of a 17-year-old child named Kathy who has been diagnosed with Autism, and expected to live until she is 87 years old. Discuss challenges that Kathy’s trustee would need to address if her parents passed away over the next 70 years including current and future laws and regulations, ABLE Accounts, support systems and government aid. Highlight current challenges in different Social Security Administration Regions across the nation, and how those trends could affect the Texas Special Needs Trust practitioners.

Originally presented at: Feb 2020 Special Needs Trusts

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA

5. Letters of Intent for SNTs (Feb 2020)

Haley D. Greer

0.50 0.00 0.00 0.50  

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Video (mp4) 32 mins
Audio (mp3) 32 mins
Paper (pdf) 14 pgs
Slides (pdf) 8 pgs

SESSION 5 — 32 mins, credit 0.50

Session 5:

Letters of Intent for SNTs (Feb 2020)

Letters of intent are pivotal in future planning and are invaluable in administrating a trust. A letter of intent ensures the trustee knows the abilities, limitations, likes, dislikes, interests, routines, history, future, hopes and dreams of the beneficiary. Gain insight on the important aspects that should be included in a useful letter of intent.

Originally presented at: Feb 2020 Special Needs Trusts

Haley D. Greer, The Arc of Texas - Austin, TX

6. Public Benefits for Children (Feb 2020)

Christina Lesher

0.50 0.00 0.00 0.50  

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Video (mp4) 28 mins
Audio (mp3) 28 mins
Paper (pdf) 60 pgs
Slides (pdf) 15 pgs

SESSION 6 — 28 mins, credit 0.50

Session 6:

Public Benefits for Children (Feb 2020)

Review public benefits and Medicaid programs for children. Learn tips on navigating clients through the various programs and bypassing wait lists.

Originally presented at: Feb 2020 Special Needs Trusts

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

7. Divorce and Disability / Child Support (Feb 2020)

Keith D. Maples

0.50 0.00 0.00 0.50  

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Video (mp4) 30 mins
Audio (mp3) 29 mins
Paper (pdf) 30 pgs

SESSION 7 — 30 mins, credit 0.50

Session 7:

Divorce and Disability / Child Support (Feb 2020)

An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits.

Originally presented at: Feb 2020 Special Needs Trusts

Keith D. Maples, Noelke Maples St. Leger Bryant, LLP - Austin, TX

8. A View from the HHSC (Feb 2020)

Shari L. Nichols

0.75 0.00 0.00 0.75  

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Video (mp4) 46 mins
Audio (mp3) 46 mins
Slides (pdf) 29 pgs

SESSION 8 — 46 mins, credit 0.75

Session 8:

A View from the HHSC (Feb 2020)

A discussion of current issues and trends from the Texas Health and Human Services Commission.

Originally presented at: Feb 2020 Special Needs Trusts

Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX

9. Protecting and Maximizing Public Benefits (Advanced) (Feb 2020)

H. Clyde Farrell

0.50 0.25 0.00 0.50 | 0.25 ethics  

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Video (mp4) 31 mins
Audio (mp3) 30 mins
Paper (pdf) 1 pgs
Slides (pdf) 11 pgs

SESSION 9 — 31 mins, credit 0.50 | 0.25 ethics

Session 9:

Protecting and Maximizing Public Benefits (Advanced) (Feb 2020)

Discuss recent changes in laws and policies affecting benefits. Hear the latest developments and strategies for protecting and maximizing benefits.

Originally presented at: Feb 2020 Special Needs Trusts

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

10. New POMs Clarification on the Fee Approval Requirements (Feb 2020)

Stacy Braverman Cloyd, Constance R. Somers

1.00 0.50 0.00 1.00 | 0.50 ethics  

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Video (mp4) 55 mins
Audio (mp3) 54 mins
Paper (pdf) 56 pgs
Paper (pdf) 22 pgs
Paper (pdf) 3 pgs
Paper (pdf) 6 pgs

SESSION 10 — 55 mins, credit 1.00 | 0.50 ethics

Session 10:

New POMs Clarification on the Fee Approval Requirements (Feb 2020)

Learn more about POMS GN 03920.007 and the questions it raised, the legislative and administrative advocacy that followed its release, and what may happen now that it has been archived.

Originally presented at: Feb 2020 Special Needs Trusts

Stacy Braverman Cloyd, National Organization of Social Security Claimants’ Representatives - Washington, DC
Constance R. Somers, Law Office Of Constance Somers - San Antonio, TX

11. Nuts and Bolts of Preparing a Fee Petition for Social Security Representation (Feb 2020)

John Driskill, Tasha Dansby Roberts

0.50 0.25 0.00 0.50 | 0.25 ethics  

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Video (mp4) 29 mins
Audio (mp3) 29 mins
Paper (pdf) 27 pgs

SESSION 11 — 29 mins, credit 0.50 | 0.25 ethics

Session 11:

Nuts and Bolts of Preparing a Fee Petition for Social Security Representation (Feb 2020)

After winning the case there are additional steps needed to finally get paid. Learn what is required in the client contract, how our first draft is prepared, terms to avoid, addressing the Judge’s concerns, getting clients assistance, where to send the completed fee petition, expected time needed for follow-up, and additional insight.  

Originally presented at: Feb 2020 Special Needs Trusts

John Driskill, Morgan & Weisbrod LLP - Dallas, TX
Tasha Dansby Roberts, Morgan & Weisbrod LLP - Dallas, TX

12. Working with the Social Security Administration: Appeals, Overpayments and ISM Charges (Feb 2020)

Alison Packard

0.75 0.00 0.00 0.75  

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Video (mp4) 44 mins
Audio (mp3) 43 mins
Paper (pdf) 79 pgs
Slides (pdf) 45 pgs

SESSION 12 — 44 mins, credit 0.75

Session 12:

Working with the Social Security Administration: Appeals, Overpayments and ISM Charges (Feb 2020)

Gain a better understanding of the timeline and process of appeals, options for managing overpayments, and strategies to eliminate in-kind support and maintenance charges.

Originally presented at: Feb 2020 Special Needs Trusts

Alison Packard, Packard Law Firm - San Antonio, TX

13. IRAs and SNTs (Feb 2020)

Tresi Weeks

0.50 0.00 0.00 0.50  

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Video (mp4) 29 mins
Audio (mp3) 29 mins
Paper (pdf) 47 pgs
Paper (pdf) 19 pgs
Paper (pdf) 3 pgs
Paper (pdf) 3 pgs
Paper (pdf) 4 pgs
Slides (pdf) 37 pgs

SESSION 13 — 29 mins, credit 0.50

Session 13:

IRAs and SNTs (Feb 2020)

Many parents’ IRAs and 401(k)s are a significant part of their estate, and they may want to leave it to their child with disabilities to provide for his or her future care. Explore various issues that arise when incorporating retirement benefits into special needs planning, including taxation and SSI/Medicaid disqualification. Whether the distribution is outright, over a period of years, or to a conduit or accumulation special needs trust, proper planning can maximize the benefit to the child with special needs.

Originally presented at: Feb 2020 Special Needs Trusts

Tresi Weeks, The Weeks Law Firm, PLLC - Plano, TX

14. Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions (Case Studies) (Feb 2020)

Renée C. Lovelace, Haley D. Greer, Nancy Sosa, Peter J. Wall

1.00 0.00 0.00 1.00  

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Video (mp4) 62 mins
Audio (mp3) 62 mins
Paper (pdf) 6 pgs
Paper (pdf) 1 pgs
Paper (pdf) 14 pgs
Paper (pdf) 4 pgs
Slides (pdf) 25 pgs

SESSION 14 — 62 mins, credit 1.00

Session 14:

Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions (Case Studies) (Feb 2020)

Complexities abound with SNTs involving multiple decision makers and multiple states. Discuss creative solutions using ABLE accounts, automated distribution plans facilitated by True Link, experienced corporate trustees, and pooled trusts.

Originally presented at: Feb 2020 Special Needs Trusts

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
Haley D. Greer, The Arc of Texas - Austin, TX
Nancy Sosa, Cadence Bank - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO

15. SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2020)

Amanda Flood, Dana Marquez

1.00 0.00 0.00 1.00  

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Video (mp4) 55 mins
Audio (mp3) 55 mins
Slides (pdf) 18 pgs

SESSION 15 — 55 mins, credit 1.00

Session 15:

SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2020)

A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including 2019 POMS updates. In addition, hear about drafting errors, including case examples.

Originally presented at: Feb 2020 Special Needs Trusts

Amanda Flood, U.S. Social Security Administration - Dallas, TX
Dana Marquez, U.S. Social Security Administration - Dallas, TX

16. Noncitizens and Public Benefits (Feb 2020)

Terry Lynn Garrett, Melanie Ibarra

0.50 0.25 0.00 0.50 | 0.25 ethics  

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Video (mp4) 27 mins
Audio (mp3) 26 mins
Paper (pdf) 12 pgs
Slides (pdf) 7 pgs

SESSION 16 — 27 mins, credit 0.50 | 0.25 ethics

Session 16:

Noncitizens and Public Benefits (Feb 2020)

Learn about noncitizens' eligibility for public benefits and how various statuses may affect sponsors, recipients and family members in a “deterrence only” policy environment.

Originally presented at: Feb 2020 Special Needs Trusts

Terry Lynn Garrett, The Garrett Law Firm, PLLC - Austin, TX
Melanie Ibarra, The Garrett Law Firm, PLLC - Austin, TX

17. Quality of Life Tools: Bloom Where You Are Planted  (Mar 2020)

Leah Cohen

0.50 0.00 0.00 0.50  

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Video (mp4) 31 mins
Audio (mp3) 31 mins
Paper (pdf) 4 pgs
Paper (pdf) 1 pgs
Paper (pdf) 1 pgs
Paper (pdf) 1 pgs
Paper (pdf) 4 pgs
Slides (pdf) 18 pgs

SESSION 17 — 31 mins, credit 0.50

Session 17:

Quality of Life Tools: Bloom Where You Are Planted  (Mar 2020)

The goal of quality of life considerations is to help make your clients/beneficiaries feel valued and to appreciate life despite their challenges. In most cases, distribution requests between beneficiaries and professionals are framed as necessities or needs rather than improving their quality of  life. Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations.

Originally presented at: Feb 2020 Special Needs Trusts

Leah Cohen, arrangeCARE - Austin, TX

18. Powers of Appointment in Special Needs Planning: Mystical Authority Made Magical! (Feb 2020)

G. Mark Shalloway

0.75 0.00 0.00 0.75  

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Video (mp4) 44 mins
Audio (mp3) 43 mins
Paper (pdf) 13 pgs
Slides (pdf) 3 pgs

SESSION 18 — 44 mins, credit 0.75

Session 18:

Powers of Appointment in Special Needs Planning: Mystical Authority Made Magical! (Feb 2020)

Define the role and use of powers of appointment in the context of public benefits, tax, and dispositive wishes so that problems can be solved rather than created.  

Originally presented at: Feb 2020 Special Needs Trusts

G. Mark Shalloway, Shalloway & Shalloway - West Palm Beach, FL

19. Home Sweet Home? (Feb 2020)

Elisa Dillard Rainey, Nancy Sosa

0.50 0.00 0.00 0.50  

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Video (mp4) 32 mins
Audio (mp3) 31 mins
Paper (pdf) 31 pgs
Slides (pdf) 14 pgs

SESSION 19 — 32 mins, credit 0.50

Session 19:

Home Sweet Home? (Feb 2020)

Hear common considerations and unusual issues surrounding the ownership and maintenance of a house for a trust beneficiary. 

Originally presented at: Feb 2020 Special Needs Trusts

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

20. Special Needs Trusts Ethics Jeopardy (Feb 2020)

Mary Alice Jackson, Rebecca C. Morgan

1.00 1.00 0.00 1.00 | 1.00 ethics  

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Video (mp4) 57 mins
Audio (mp3) 57 mins
Slides (pdf) 28 pgs

SESSION 20 — 57 mins, credit 1.00 | 1.00 ethics

Session 20:

Special Needs Trusts Ethics Jeopardy (Feb 2020)

Cover various categories of ethical issues SNT attorneys, using the Texas Disciplinary Rules of Professional Conduct, where the answers are in the form of questions. Get ready to volunteer to play Special Needs Trusts Ethics Jeopardy!

Originally presented at: Feb 2020 Special Needs Trusts

Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL
Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL