University of Texas School of Law

Comprehensive Audio and Binders from live conferences–for research and self-study.

Available for download and shipping.

Results for Conference: Special Needs Trusts – All years remove
conference art

Changes and Trends Affecting
2019 Special Needs Trusts

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. more

2020 Live Conference coming up Feb 13 in Austin. Info and registration »
2020 Materials expected available 3-5 weeks from conference date.



conference art

Changes and Trends Affecting
2018 Special Needs Trusts

The 14th 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: Special needs trusts basics including current trends and pitfalls with Craig C. Reaves, plus an overview and understanding of available public benefits programs. A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process; plus updates, advice, and practice tips for practitioners from Mary E. O’Byrne and Kenneth Brown. Case law and legislative updates from Mary Alice Jackson. The latest developments in the use of ABLE accounts; plus practical discussion on using (or not using) ABLE with Stephen W. Dale, Haley D. Greer, and Nancy Sosa. Practical applications in the intersection of real estate and special needs trusts. Current issues and trends from the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS). Discussion on a variety of other SNT essentials, including decanting and SNTs, understanding structured settlements, and more. If you work with special needs trusts—or want to learn how to use, draft, fund, and administer them—don't miss this program! more



conference art

Changes and Trends Affecting
2017 Special Needs Trusts

The 13th 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: Essentials for special needs trusts decision-making, including a practical “decision tree” analysis for determining the need for and type of SNT from Craig. C. Reaves, plus the fundamental rules for protecting your client’s eligibility for SSI and Medicaid A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winston with advice and tips for practitioners in handling the trust review process Strategies and best practices for maintaining SSI eligibility once an SNT is created with Patricia F. Sitchler and Nancy Sosa Practical applications and case studies demonstrating the use of ABLE Accounts and special needs trusts from Stephen W. Dale A HIPAA Compliance Survival Guide to protect you and your practice from fines and penalties after the expansion of Texas House Bill 300 Tips and challenges in planning for the crowdfunding beneficiary from Mary Alice Jackson Supported Decision-Making Agreements and understanding key issues and pitfalls in representing parties using these agreements Current issues and trends from the Texas Health and Human Services Commission (HHSC) Discussion on a variety of other SNT essentials, including Decanting and SNTs; SNT Modification and Reformations; and more An interactive presentation on the Ethics of Joint Representation with Rebecca C. Morgan If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program!   more




conference art

Changes and Trends Affecting
2016 Special Needs Trusts

The 12th 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 presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winston with advice and tips for practitioners in handling the trust review process Updates on recent Texas legislation, including the possible impacts of new Supported Decision-Making Agreement Act, and exploration of the Texas ABLE Act with Stephen W. Dale A review of special needs trusts basics, including essential drafting tips and clauses from Craig C. Reaves; and the fundamental rules for protecting you client’s eligibility for SSI and Medicaid Current issues and trends from the Texas Health and Human Services Commission (HHSC) Discussion on SNTs and tax planning, as well as a specific guidance on IRAs and SNTs An exploration of veteran’s benefits and their impact on SNT planning An in-depth look at the value of consulting with an SNT attorney in winding up PI litigation to preserve benefits and avoid unintended consequences with Patricia F. Sitchler Earn up to 2.50 hours of ethics If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program! more




conference art

Changes and Trends Affecting
2015 Special Needs Trusts

The 11th Annual Changes and Trends Affecting Special Needs Trusts brings together leading 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.  2015 program highlights include: Special Needs Trusts Basics—the perfect foundation (and refresher!) for both new and experienced practitioners Gain unique insight into drafting and administering SNTs from a panel of experienced attorney-trustees Understand the options and opportunities in funding SNTs with IRAs Explore the role of Medicare in special needs trust planning and what it means to practitioners in Texas Learn the rules for calculating deemed income for SSI recipients Review the steps necessary to close administration of an SNT, including probate proceedings and Medicaid reimbursement requirements Hear updates and current issues from key agencies, including the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS) Learn more about available resources for your clients, including the Arc’s new online resource as well as options for affordable housing in Texas for adults with cognitive disabilities Earn up to 2.25 hours of ethics more




conference art

Changes and Trends Affecting
2014 Special Needs Trusts

Changes and Trends Affecting Special Needs Trusts features the latest updates and offers a great set of materials including sample forms, drafting tips, sample language and resources. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them, don't miss this program. This year’s program includes: Special Needs Trusts Basics on Thursday morning A look at recent changes to the POMs manual, office policies, and the status of ongoing efforts at the Social Security Administration Trustee Duties and Responsibilities to Beneficiaries of Special Needs Trusts Considerations in choosing a trustee SNT Transition Mechanics The Impact of the Affordable Care Act on SNTs Presentations by key agencies, including the Texas Health and Human Services Commission (HHSC) and the Texas Department of Aging and Disability Services (DADS) more




conference art

Changes and Trends Affecting
2013 Special Needs Trusts

Changes and Trends Affecting Special Needs Trusts brings together leading, national professionals in the SNT field, features the latest updates, and offers a great set of materials including sample forms, drafting tips and sample language. Hear directly from key agencies including the Centers for Medicare & Medicaid and Texas Health and Human Services Commission and gain expert insight on Medicare Set-Aside Trusts and working with the Social Security Administration.  The 2013 program highlights include: Luncheon presentation by Stephen Dale on Training Trustees on Working with the Disability Advocacy Community(ies) When You Are Right and SSA Is Wrong, What Do You Do? with David Lillesand Multiple sessions on drafting SNTs, including the SNT Language Roadmap; Drafting for Various Beneficiary Circumstances, and the popular Dirty Dozen, Part II: Blatant Drafting Mistakes New for 2013: Special Needs Trusts Basics If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program! more




conference art

2012 Special Needs Trusts

If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this important program! This program brings together leading professionals in the national SNT field, and offers a great set of take-away materials including sample forms, drafting tips, sample language and resources. Hear directly from key agencies like the Texas Health and Human Services Commission, the Centers for Medicare and Medicaid Services and the Social Security Administration. more



conference art

2011 Special Needs Trusts

This program brings together leading professionals in the SNT field, and offers a great set of take-away materials including sample forms, drafting tips, sample language and resources. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this important program. more



conference art

2010 Special Needs Trusts

This program brings together leading professionals in the SNT field, and offers a great set of seminar materials, including sample forms, resources and tool sets. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don’t miss this important program. more



conference art

2009 Special Needs Trusts

This program brings together leading professionals in the SNT field, and offers a great set of seminar materials, including sample forms, resources and tool sets. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don’t miss this important program. more



conference art

2008 Special Needs Trusts

While special needs trusts offer innovative planning opportunities for a growing client base, it has been very hard to find clear practical explanations, forms and tools to optimize the use and administration of these trusts. This program brings together leading professionals in the SNT field, and offers a great set of seminar materials, including sample forms, resources and tool sets. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don’t miss this important program. more



conference art

2007 Special Needs Trusts

While special needs trusts offer innovative planning opportunities for a growing client base, it has been very hard to find clear practical explanations, forms and tools to optimize the use and administration of these trusts. This program brings together leading professionals in the SNT field, and offers a great set of seminar materials, including sample forms, resources and tool sets. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don’t miss this important program. more



conference art

2006 Special Needs Trusts

The University of Texas School of Law in cosponsorship with the Trust Financial Services Division of the Texas Bankers Association is pleased to present an innovative training seminar on special needs trusts (SNTs). more



conference art

2005 Special Needs Trusts

The University of Texas School of Law in cosponsorship with the Trust Financial Services Division of the Texas Bankers Association is pleased to present an innovative training seminar on special needs trusts (SNTs). more



Back to top