Trusts and Estates / Probate
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Special Needs Trusts

Austin – AT&T Conference Center – Feb 10-11, 2022

Live Webcast – Feb 10-11, 2022

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.

  • Total Credit Hours:
  • 13.50 | 3.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Studio Webcasts

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Medicaid Matters and Probate Proceedings

STUDIO WEBCAST – Dec 9, 2021

2:00 p.m. to 3:00 p.m. (1.00 hr) Join Stephanie as she explores how to protect homes from the Medicaid Estate Recovery Program [MERP] through probate proceedings, in addition to understanding the basics of protecting homes from the reach of MERP in the first place. Independent administrations may not always be the best choice, particularly in cases where no statutory waivers apply.  If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Recent Developments Affecting Estate Planning

Stanley M. Johanson
Presented at the 2021 Stanley M. Johanson Estate Planning Workshop

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Has UPIA Been Sacked? A Guide to the Uniform Fiduciary Income and Principal Act

Kelly Perez
Presented at the 2021 Stanley M. Johanson Estate Planning Workshop

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Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts

Catherine Bright Haws, R. Eric Viehman
Presented at the 2021 Stanley M. Johanson Estate Planning Workshop

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Drafting and Interpreting Trust Distribution Provisions That: Say What You Mean and Mean What You Say

Leslie Kiefer Amann
Presented at the 2021 Stanley M. Johanson Estate Planning Workshop

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Tales from the Trenches: Current Issues in Estate and Gift Tax Audits and Litigation

John W. Porter
Presented at the 2021 Stanley M. Johanson Estate Planning Workshop

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The View from 30, 000 feet – Medicaid Myths All Attorney's Should Know

Stephanie Townsend Allala
Presented at the 2021 The View from 30,000 Feet: Medicaid Myths All Attorneys Should Know

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Estate Planning for Retirement Plans in View of the SECURE Act

Karen S. Gerstner
Presented at the 2021 Estate Planning, Guardianship and Elder Law Conference

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What Every Estate Planner Needs to Know About Pooled Trusts

Karen Dunivan Konvicka, Joanne Marcus
Presented at the 2021 Estate Planning, Guardianship and Elder Law Conference

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