2013 Special Needs Trusts - The National Conference

Oct. 16-18, 2013
Loews Don CeSar Hotel
St. Pete Beach, Fla.

Celebrating 15 years, Special Needs Trusts - The National Conference will provide an in-depth review of major issues presented in the creation, administration and monitoring of special needs trusts. The conference offers excellent speakers on basic and advanced topics for a variety of professionals who work in the field.

2013 Special Needs Trusts - The National Conference Materials Order Form

2013 Special Needs Trusts - The National Conference Program

The Pre-Conference: Pooled Trustees (Wednesday, Oct. 16, 2013)
This pre-conference will focus on issues for pooled trust administrators, attorneys and those who work with pooled trustees.

The Pre-Conference: The Tax Intensive (Wednesday, Oct. 16, 2013)
This pre-conference will focus on tax-related questions and answers that elder law attorneys must know.

The Conference (Oct. 17-18, 2013)
The National Conference is hosting a two-day main conference offering excellent speakers and support materials on basic and advanced topics for a variety of professionals who work in the field.

Session Highlights Include:

• POMS Change - Now What
• Over 65 and Transfers - An Update
• Working Together - Forging Relationships with Disability Organizations
• SSI Update
• Tax Matters for Pooled Trustees
• The SNT Decision-Tree
• You Just Think You Know the POMS - The POMS Roadmap, Why You Need to Care About the POMS and Really How To Use Them
• Yes It Is Your First SNT: The Five Key Drafting Issues and How to Address Them
• The ACA in 2014 - Six Things to Know About the ACA Affecting the Special Needs Families
• Tax Issues in 2013 and Beyond
• SNT Supporting Beneficiaries in Diminishing Public Benefits - Trustees Budgeting and Making Decisions; Counseling Clients On New Realities
• Family Relationships, Living Arrangements and the Impact On the Public Benefits
• Third-Party Reviews of Distributions; Anticipating Questions by the Court, Guardian Ad Litems and Agencies
• Appealing to Social Security for a Different Result - When SSA Says No, How to Convince Them You Are Right...and Get Paid
• The State of the Union: SNTs in 2013 and Beyond
• Consumer Protections in the Affordable Care Act
• The Trustee's Responsibility (or Not) to Oversee Public Benefit Access: Trust Law and Drafting Suggestions
• Third-Party SNTs - More Than Testamentary Dispositions
• MSA, Liens and Ahliborn Progeny - Still a Puzzle? Regulations and Process
• Set-Asides in Settlement Cases - Not Just for Medicare Anymore
• What Every SNT Lawyer Needs to Know About Special Education Advocacy
• The Update

Thank you to our sponsors

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Looking for visibility and a platform to make face-to-face connections? Sponsorships are available.