Changes and Trends Affecting
2023 Special Needs Trusts

2023 Live Conference coming up Feb 9 in Austin. Info and registration »
2023 Materials expected available 3-5 weeks from conference date.

The 19th 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: Thomas Foley, Executive Director of the National Disability Institute, will present Changing Expectations that reviews the cutting-edge programs that have helped people on SSI and SSDI earn more. An overview of special needs trusts essentials, including Special Needs Trusts 101, and Redlining the Basics of a SNT. What Happens When the Public Health Emergency Ends?, explores what to expect when the COVID-19 health emergency ends. Gain insight into resources in the legal, business development and practice management areas that may be helpful for building and growing a special needs planning practice Explore strategies for using a SNT to preserve means tested benefits for a minor child receiving child support. 3.00 hours of ethics credit, including Hazards of the Special Needs Trust Fairness Act – Assessing Beneficiary Capacity to Establish a SNT; Who Pays the Attorney’s Fees in Trust Litigation?. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception. Following the conference, attendees will receive supplemental on-demand programming to ensure they are able to satisfy their full 15.00/3.00 Texas MCLE requirement.

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Changes and Trends Affecting
2022 Special Needs Trusts

The 18th 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:   A special luncheon presentation from Thomas Foley, Executive Director of the National Disability Institute. An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, and ABLE updates. Explore the art of focusing client appointments and staying on track, with Initial Client Meeting Guidance and Resources. The Case Law Updates provides an analysis of recent Texas and national cases and legislation involving special needs trusts and ancillary issues. Explore how Third-Party SNTs are taxed and how the failure to plan properly can affect the quality of life of the beneficiary. Gain answers and clarity around the confusion and questions surrounding the benefits available to special needs children of retired, wartime veterans. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

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