University of Texas School of Law

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Trusts and Estates / Probate

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Special Needs Trusts

Austin – Feb 7-8, 2019 – DoubleTree by Hilton Hotel Austin

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. Earn up to 15.00 hours of Texas MCLE credit, with 3.25 hours of ethics. Plus, interact with program faculty, colleagues, and exhibitors at the Thursday Evening Reception. more »

Total Credit Hours:
15.00 | 3.25 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 2018 Stanley M. Johanson Estate Planning Workshop

Paper – 19 pgs
$25
Video – 76 mins
$35
Paper – 19 pgs preview Video preview

Fathers, Mothers, Sisters, Brothers and Others: Shower the People You Love With "Tangential" Planning

Rhonda H. Brink
Presented at the 2018 Stanley M. Johanson Estate Planning Workshop

Paper – 130 pgs
$35
Video – 53 mins
$25
Paper – 130 pgs preview Video preview

Financial Abuse of Elders and Other At-Risk Adults: The Crime of the Twenty-First Century

Kristen M. Lewis
Presented at the 2018 Stanley M. Johanson Estate Planning Workshop

Paper – 88 pgs
$35
Video – 65 mins
$25
Paper – 88 pgs preview Video preview

Of Mice and Metadata: Ethics, Client Confidentiality, and the Duty of Competence in the Digital Age

Bernard E. ("Barney") Jones
Presented at the 2018 Stanley M. Johanson Estate Planning Workshop

Paper – 19 pgs
$25
Slides – 24 pgs
$15
Paper – 19 pgs preview Slides – 24 pgs preview

Ten Tools Every Estate Planner Should Know How to Use

Mickey R. Davis
Presented at the 2018 Stanley M. Johanson Estate Planning Workshop

Paper – 54 pgs
$35
Slides – 16 pgs
$15
Paper – 54 pgs preview Slides – 16 pgs preview

Introduction, Overview and Understanding the Fundamentals of the Special Needs Trusts and the SNT Attorney's Role

Elisa Dillard Rainey, Patricia F. Sitchler
Presented at the 2018 When Personal Injury Settlements Meet Special Needs Planning

Slides – 23 pgs
$15
Video – 56 mins
$25
Slides – 23 pgs preview Video preview

Consultation with Personal Injury Attorney and Guardian Ad Litem

Glenn W. Cunningham, Luke Dow, Elisa Dillard Rainey, Patricia F. Sitchler
Presented at the 2018 When Personal Injury Settlements Meet Special Needs Planning

Video – 36 mins
$25
Video preview

Consultation with the Personal Injury Attorney, Guardian Ad Litem and Trustee

Glenn W. Cunningham, Luke Dow, Elisa Dillard Rainey, Patricia F. Sitchler, Nancy Sosa
Presented at the 2018 When Personal Injury Settlements Meet Special Needs Planning

Slides – 10 pgs
$15
Video – 44 mins
$25
Slides – 10 pgs preview Video preview

Drafting the Special Needs Trust

Elisa Dillard Rainey, Patricia F. Sitchler, Nancy Sosa
Presented at the 2018 When Personal Injury Settlements Meet Special Needs Planning

Slides – 8 pgs
$15
Video – 31 mins
$25
Slides – 8 pgs preview Video preview

Consultation with the Personal Injury Attorney, Guardian Ad Litem, and Settlement Annuity Broker

Elisa Dillard Rainey, Glenn W. Cunningham, Carola Davis, Luke Dow, Elisa Dillard Rainey, Patricia F. Sitchler
Presented at the 2018 When Personal Injury Settlements Meet Special Needs Planning

Paper – 12 pgs
$25
Slides – 16 pgs
$15
Video – 41 mins
$25
Paper – 12 pgs preview Slides – 16 pgs preview Video preview
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