Issue Spotting: Case Management and Advocacy
Michael S. Cognetti
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
Taxation of SNTs, Including Court Created Trusts
Chris Klemme,
Derik Torres
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
Sole Benefit Trusts: What, When, and Why
Jennifer L. Coulter
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
A View from HHSC
Leslea Pickle
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
Case Law Update
Robert W. Fechtman,
Elizabeth Noble Rollings Friman,
Elisa Dillard Rainey
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
ABLE Updates
Vanessa Goodson,
Anna Mallett
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
Don’t Modify that Trust: Reform It! When and How to Reform a Trust that Needs to be an SNT
David F. Johnson
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
The Logistics of Resigning and Transferring a Trust to New Trustee
Scott Stebler
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
Standards and Best Practices for Pooled Trusts
Stephen W. Dale,
Haley D. Greer,
John B. Henry III,
Peter J. Wall
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
It’s 2025—What About SECURE 2.0 and the Estate Tax?
John R. Strohmeyer
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts