University of Texas School of Law

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Trusts and Estates / Probate

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Special Needs Trusts

Austin – Feb 13-14, 2020 – DoubleTree by Hilton Hotel Austin

The 16th 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 essentials, including SNT Basics, Pooled SNTs: Guidelines for Best Practices, Maximizing Public Benefits (Basics), and Emerging Trends in SNTs. Learn about the New POMs Clarification on the Fee Approval Requirements. The SSA’s Regional Trust Leads discuss the regional centralization of the SSI trust review business process, including 2019 POMS update. Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations. An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits. Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions. A variety of other SNT topics, including Protecting and Maximizing Public Benefits (Advanced), Public Benefits for Children, IRA and SNTs, social security fee petitions, and more. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception. more »

Total Credit Hours:
13.50 | 2.75 ethics    Credit Info
Specializations:
Estate Planning and Probate Law
Tax Law
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Results for 
Trusts and Estates / Probate

Recent Developments Affecting Estate Planning

Stanley M. Johanson
Presented at the 2019 Stanley M. Johanson Estate Planning Workshop

Paper – 21 pgs
$25

Succession Planning for Owners of the Successful Pass-Through Entity

Stephen M. Breitstone Esq., Jerome M. Hesch Esq.
Presented at the 2019 Stanley M. Johanson Estate Planning Workshop

Paper – 41 pgs
$35
Slides – 33 pgs
$25

Use and Misuse of Business Entities in Estate Planning: Miscellaneous Tax Issues

Richard B. Robinson
Presented at the 2019 Stanley M. Johanson Estate Planning Workshop

Paper – 24 pgs
$25
Slides – 6 pgs
$15

Dos and Don’ts of Estate Planning for Millennials

Christine Wakeman
Presented at the 2019 Stanley M. Johanson Estate Planning Workshop

Paper – 22 pgs
$25
Slides – 18 pgs
$15

Practice Tips for IRS Estate and Gift Tax Inquiries from Cradle to Grave

Josh O. Ungerman
Presented at the 2019 Stanley M. Johanson Estate Planning Workshop

Slides – 17 pgs
$15

Financial Powers of Attorney: Do You Want Fries With That Will?

Dianne Reis
Presented at the 2019 Estate Planning, Guardianship and Elder Law Conference

Paper – 19 pgs
$25
Slides – 10 pgs
$15
Audio – 38 mins
$15
Video – 39 mins
$25
Paper – 19 pgs preview Slides – 10 pgs preview Audio – 38 mins preview Video – 39 mins preview

Estate Planning 101

Bernard E. ("Barney") Jones
Presented at the 2019 Estate Planning, Guardianship and Elder Law Conference

Paper – 66 pgs
$35
Slides – 26 pgs
$25
Audio – 53 mins
$15
Video – 54 mins
$25
Paper – 66 pgs preview Slides – 26 pgs preview Audio – 53 mins preview Video – 54 mins preview

Medicaid Update

H. Clyde Farrell
Presented at the 2019 Estate Planning, Guardianship and Elder Law Conference

Paper – 76 pgs
$35
Slides – 13 pgs
$15
Audio – 44 mins
$15
Video – 44 mins
$25
Paper – 76 pgs preview Slides – 13 pgs preview Audio – 44 mins preview Video – 44 mins preview

Legislative Update

Craig Hopper, William D. Pargaman
Presented at the 2019 Estate Planning, Guardianship and Elder Law Conference

Paper – 47 pgs
$35
Slides – 25 pgs
$15
Audio – 43 mins
$15
Video – 44 mins
$25
Paper – 47 pgs preview Slides – 25 pgs preview Audio – 43 mins preview Video – 44 mins preview

Firearms in the Workplace

Ross Asher Jr.
Presented at the 2019 Estate Planning, Guardianship and Elder Law Conference

Paper – 23 pgs
$25
Slides – 7 pgs
$15
Audio – 29 mins
$15
Video – 29 mins
$25
Paper – 23 pgs preview Slides – 7 pgs preview Audio – 29 mins preview Video – 29 mins preview
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