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.