Stetson University

Fundamentals of Special Needs Trusts Administration Webinar Schedule

1 - 1:10 p.m. EDT
Welcome and Introductions
Prof. Rebecca C. Morgan

1:10 - 2:10 p.m. EDT
The Impact of Case Law and How to Apply to Real Life
Robert B. Fleming
This session will examine the most influential court decisions on SNTs, what we learned from them, and how to incorporate the lessons learned to your real life cases.

2:10 - 3:10 p.m. EDT
Demystifying the Trust Standards
Craig C. Reaves
This session will describe the four standards used to describe when and how a trustee should should make a distribution from a trust and include examples of how these standards are normally worded and interpreted.

3:10 - 4:10 p.m. EDT
Dive On In, It's Smooth Sailing: Trustees, Beneficiaries and the ACA
Mary Alice Jackson
Four months into the implementation: What are the implications of the Affordable Care Act for beneficiaries who live in states which have adopted Medicaid expansion as opposed to those living in states which did not adopt expansion? What happens when your beneficiary moves to another state? A step-by-step analysis will be provided for Trustees to use when considering coverage under Medicaid or the ACA.

4:10 - 4:30 p.m. EDT
Q&A with Speakers
Robert B. Fleming, Mary Alice Jackson, Craig C. Reaves
*Questions can be submitted in advance and may cover topics other than those covered by the presentations.

4:30 p.m. EDT
Adjourn

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