University of Texas School of Law

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Estate Planning

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Estate Planning
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Special Needs Trusts: Decision Tree Analysis

Craig C. Reaves
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 36 pgs
$25
Slides – 30 pgs
$25
Audio – 63 mins
$10
Paper – 36 pgs preview Slides – 30 pgs preview Audio preview

Maximizing Public Benefits

H. Clyde Farrell, Christina Lesher
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 197 pgs
$25
Slides – 24 pgs
$5
Audio – 56 mins
$10
Paper – 197 pgs preview Slides – 24 pgs preview Audio preview

Ethical Issues in Joint Representation

Rebecca C. Morgan
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 84 pgs
$25
Slides – 6 pgs
$5
Audio – 44 mins
$10
Paper – 84 pgs preview Audio preview

Property Code vs. Estates Code: Which is Appropriate When Creating Your SNT?

Holly J. Gilman
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 12 pgs
$25
Slides – 7 pgs
$5
Audio – 30 mins
$10
Paper – 12 pgs preview Audio preview

Court Accountings for Trusts Established Under Chapter 1301 of the Texas Estates Code

Scott Stebler, Sarah Sulak
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 72 pgs
$25
Slides – 14 pgs
$5
Audio – 32 mins
$10
Paper – 72 pgs preview Slides – 14 pgs preview Audio preview

SSA Ethical Rules: Mountains or Molehills

Constance R. Somers
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 39 pgs
$25
Paper – 9 pgs
$25
Audio – 28 mins
$10
Paper – 9 pgs preview Paper – 39 pgs preview Audio preview

Maintaining SSI Eligibility Once the SNT is Created

Patricia F. Sitchler, Nancy Sosa
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Slides
Part 1 – 29 pgs
Part 2 – 21 pgs
$25
Audio – 45 mins
$10
Slides – 29 pgs, 21 pgs preview Audio preview

View from HHSC

Kari Brock, Shari L. Nichols
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Slides – 8 pgs
$5
Slides – 15 pgs
$5
Audio – 32 mins
$10
Slides – 15 pgs preview Slides – 8 pgs preview Audio preview

A HIPAA Compliance Survival Guide

Aleida Villarreal
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 89 pgs
$25
Slides – 17 pgs
$5
Audio – 26 mins
$10
Paper – 89 pgs preview Slides – 17 pgs preview Audio preview

Case Law Update

Elisa Dillard Rainey
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 16 pgs
$25
Slides – 11 pgs
$5
Audio – 39 mins
$10
Paper – 16 pgs preview Slides – 11 pgs preview Audio preview
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