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Stetson University College of Law to sponsor 14th Annual Special Needs Trusts National Conference

StestonOn October 17-19, 2012at the Don CeSar Beach Resortin St. Pete Beach, Florida, the Stetson University College of Law is sponsoring the 14th Annual Special Needs Trusts National ConferenceHere is a description of the conference:

This year’s conference offers two pre-conferences. One pre-conference will focus on the technology and social media issues faced by attorneys and their staff. The other pre-conference will focus on issues for pooled trust administrators, attorneys and those who work with pooled trustees.

Pre-conference: Law Office Management Technology highlights:

  • What Law Office Staff Need to Know About Using Social Media in/for the Law Office
  • The Firm’s Digital Assets – How to Protect Them, How to Value Them, What to Do With Them
  • Developing Written Policies for All Sorts of Things in the Law Office

Pre-conference: Hot Topics About Pooled Trusts highlights:

  • Breaking News – Recent Developments For, About, or Affecting Pooled Trusts
  • Decision-Making for a Pooled SNT – Using a Decision Tree for SNT Distributions: Dealing with Clients and Attorneys
  • Pooled Trusts Meet Subsidized Housing: Understanding How SNTs Are Treated in the World of HUD Housing

The Conference (Oct. 18-19, 2012)

The National Conference is hosting a two-day main conference featuring excellent speakers and support materials on basic and advanced topics for a variety of professionals who work in the field.

Main conference highlights:

  • Goal-Based Investing and Management of the SNT – Different Investment Models and the Prudent Investor Rule
  • Focus on SNTs: Checklists to Keep You on Track
  • Marketing on Special Needs Practice – Five Tips in 60 Minutes
  • Update from Social Security
  • Reasons Why SSI Turns Down a SNT and How to Appeal
  • HUD Policy and SNTs – Bringing Finley v. City of Santa Monica to Your State
  • Fees – How Courts Interpret the Standard of Reasonableness
  • The Update: Cases and Breaking News About SNTs