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CLE on Changes & Trends Affecting Special Needs Trusts

By Gerry W. Beyer

CLEThe University of Texas at Austin School of Law is holding a CLE entitled, 13th Annual Changes and Trends Affecting Special Needs Trusts: A Guide for Attorneys, Financial Advisors and Trust Officers, which will take place February 8–9, 2017, at the Radisson Hotel and Suites in downtown Austin, Texas. Provided below is a description of the event:

The 13th 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:

  • Essentials for special needs trusts decision-making, including a practical “decision tree” analysis for determining the need for and type of SNT from C. Reaves, plus the fundamental rules for protecting your client’s eligibility for SSI and Medicaid
  • A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winstonwith advice and tips for practitioners in handling the trust review process
  • Strategies and best practices for maintaining SSI eligibility once an SNT is created with Patricia F. Sitchler and Nancy Sosa
  • Practical applications and case studies demonstrating the use of ABLE Accounts and special needs trusts from Stephen W. Dale
  • A HIPAA Compliance Survival Guide to protect you and your practice from fines and penalties after the expansion of Texas House Bill 300
  • Tips and challenges in planning for the crowdfunding beneficiary from Mary Alice Jackson
  • Supported Decision-Making Agreements and understanding key issues and pitfalls in representing parties using these agreements
  • Current issues and trends from the Texas Health and Human Services Commission (HHSC)
  • Discussion on a variety of other SNT essentials, including Decanting and SNTs; SNT Modification and Reformations; and more
  • An interactive presentation on the Ethics of Joint Representation with Rebecca C. Morgan
  • Earn up to 2.50 hours of ethics, plus network with program faculty and attendees at the Thursday Evening Reception

If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don’t miss this program!

Posted in:
Conferences & CLE, Estate Planning - Generally and Trusts