Sole Benefit Trusts: What, When, and Why
Jennifer L. Coulter
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
Let’s Not Fight – Drafting to Avoid Litigation
Angela Odensky,
Erin W. Peirce
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
Buying A House Step-By-Step: A Roadmap for SNT Trustees
Anna M. Méndez,
Margaret Svoboda
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
ABLE Updates
Vanessa Goodson,
Anna Mallett
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
Medicare Primer Including Recent Changes to Part D
Pi-Yi Mayo
Presented at the
2025 Changes and Trends Affecting Special Needs Trusts
Issue Spotting: Case Management and Advocacy
Michael S. Cognetti
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
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