Conference participants

2017 National Conference on Special Needs Planning and Special Needs Trusts

The 2017 Conference will take place at the Vinoy as scheduled. If you haven’t yet registered for the conference, there’s still time!

Oct. 18-20, 2017
The Vinoy Renaissance St. Petersburg Resort & Golf Club
St. Petersburg, Florida

Celebrating 19 years, the National Conference on Special Needs Planning and Special Needs Trusts will provide an in-depth review of major issues presented in special needs planning and in the creation, administration and monitoring of special needs trusts. This year’s conference features three pre-conference intensives, followed by the two-day national conference.

Pre-Conferences: Wednesday, Oct. 18, 2017

  • Tax Intensive: This full-day program, with breakouts, will focus on the tax issues in special needs planning.
  • Pooled Trusts Intensive: This full-day intensive program, with breakouts, will focus on issues for pooled trusts administrators, attorneys and others who work with pooled trusts. 
  • Veterans Benefits Intensive: This half-day program, will feature three hours of training on veterans benefits that will lead to VA accrediation and include a 90 minute discussion on veterans and special needs planning. VA accreditation requires approval from a State bar association and must also satisfy the requirements of 38 C.F.R. § 14.629(b)(1)(iii), Stetson University College of Law will apply to the state of Florida for CLE credit and the agenda will meet the requirements of 38 C.F.R. § 14.629(b)(1)(iii). Attendees will then be required to submit on their own for VA accreditation. 

National Conference | Oct. 19–20, 2017

  • The conference will start on Thursday morning with general sessions for everyone—regardless of experience level. The afternoon sessions will feature three tracks: basics, administration and advanced.
  • Friday morning sessions are for all experience levels, and will include a presentation by Kenneth Brown from the Social Security Administration (via video conference). Afternoon sessions will host breakouts and conclude with a general session—The Update by Robert B. Fleming.

Unable to Attend the Conference? You Have Options!

You can order a recording and read the conference materials. 

Visit Registration page to view options for those unable to attend. 

Stetson Law and the Center for Excellence in Elder Law wish to thank the following Sponsors and Exhibitors for their continuous support of the National Conference on Special Needs Planning and Special Needs Trusts

Conference Sponsor

media/2017 Team logo.png

 

Wireless Sponsor

Southeastern Trust Company

 

Name Badge Sponsor

 media/Capital First Logo.jpg

 

Registration and Conference Bag Sponsor

media/NYSARC Trust Services 2017 LOGO - New Color CMYK.png

 

Wednesday Lunch Sponsor

media/2017 RENPSG-FullLogoColor DIGITAL.png

 

Thursday Lunch Sponsor

BOK

 

Friday Lunch Sponsor

media/2017 BAYADA_logo.jpg

 

Beverage Sponsor

media/2017 Raymond James logo2.jpg

Wednesday Break Sponsor

media/2017 SNA LOGO.jpg

 

Thursday Break Sponsor

media/2017 Mass Mutual Logo.jpg

 

Friday Break Sponsor

media/2017 midland logo.jpg

 

Wednesday Breakfast Sponsor

media/2017 Colvent Group Solutions Logo.png

Thursday Break Sponsor

media/2017 Good Shepard Logo.jpg

 

Friday Breakfast Sponsor

media/2017 Cumberland Logo.jpg

 

Exhibitors

 

 Academy of Special Needs Planners                        media/2017 The Center for SNT Logo.jpg  

 

                media/2017 Elder Counsel LOGO.jpg          media/2017 Family Network Logo.png

 

 

       Guardian Trust        media/2017 IKOR-Logo.jpg

 

 

media/2017 Interactive Legal logo.jpg           media/2017 Key Private logo.jpg          media/2017 Krause Logo.jpg

 

 

media/2017 Medivest_Logo.png   media/2017 Members Trust.png   Mobility Support Systems

 

 

NAELA    media/2017 National Care Advisors logo.jpeg       media/2017 StephensPlace logo.jpg

 

 

media/2017 StewartHome logo.png          media/2017 True Link-logo-4color-notagline.jpg         media/2017 Wells Fargo logo.jpg