CLE Offers Update on Special Needs Trusts for 2010

January 21, 2010

The University of Texas School of Law and The Wealth Management and Trust Division of the Texas Bankers Association is sponsoring a CLE conference entitled 2010 Changes and Trends Affecting Special Needs Trusts on February 11 & 12, 2010.

A short description of the program is below:

Join attorneys, financial advisors and trust officers in Austin for Changes and Trends Affecting Special Needs Trusts, presented with The Wealth Management and Trust Division of the Texas Bankers Association. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don’t miss this program. 2010 program highlights include:

• Coverage of Hobbs and its impact on “sole benefit” distributions

• Dealing with Debt: Options and Resources for the Trustee

• Retirement plans and SNTs

• Agency panel with experts from the Social Security Administration and Texas Health and Human Services Commission

• Practical tips on drafting, modifying and interpreting SNT distribution clauses

• Nationally-recognized faculty, sessions for attorneys and trusts officers of all experience levels,great take-away materials, and more

Posted in:

Conferences & CLE, Disability Planning - Health Care, Disability Planning - Property Management and Estate Planning - Generally