Estate Planning Workshop

Live Webcast – Dec 4, 2020

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And join us on Wednesday for the 68th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

Special Needs Trusts

Live Webcast – Feb 18-19, 2021

The 17th Annual Changes and Trends Affecting Special Needs Trusts virtually 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 virtual program includes:   An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, transfers to pooled trusts, and ABLE updates and basics. SNT Lagniappe – Forms to Support Your SNT Practice. The Masters of SNT—What I Know Now That I Wish I Had Known Back Then. Learn about tax basics of a SNT along with information on planning for the estate tax exemption. Insight on the housing problems and solutions for housing beneficiaries and real estate in trusts. A variety of other SNT topics, including program benefits for family caregivers, guiding family trustees, reporting for trusts, SSI applications process for children and adults, and more. A virtual exhibit hall highlighting the services and products offered by our sponsors and exhibitors.