2016 Special Needs Trusts - The National Conference

October 19-21, 2016
The Vinoy Renaissance St. Petersburg Resort & Golf Club
St. Petersburg, Florida

Celebrating 18 years, the National Conference on Special Needs Trusts and Special Needs Planning 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 two pre-conference intensives, followed by the two-day national conference.

Pre-Conferences: Wednesday, October 19, 2016
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. Additionally, on Thursday, October 20, there will be three breakfast roundtable presentations. This is included in the registration for the Pooled Trusts Intensive.

National Conference | October 20–21, 2016
This year, the National Conference has a new format. 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). Lunch will feature keynote speaker Charlie Weis, a noted football coach who served as head coach for the Kansas Jayhawks, Notre Dame Fighting Irish, as well as an offensive coordinator for several NFL teams. Friday afternoon we will host breakout sessions, and conclude with a general session—The Update by Robert B. Fleming.

 

 

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 Trusts and Special Needs Planning.

Conference Sponsor

www.Team-Risk.com

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Wireless Sponsor

www.SEtrustco.com

 

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Name Badge Sponsor

www.MassMutual.com

 

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Registration and Conference Bag Sponsor

www.NYSARCtrustservices.org

 

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Wednesday Lunch Sponsor

www.RENinc.com

 

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Thursday Lunch Sponsor

www.EnableSavings.com

 

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Friday’s Lunch Sponsor

www.Bayada/com

 

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Wednesday’s Break Sponsor

www.SpecialNeedsAlliance.org

 

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 Thursday’s Break Sponsor

www.GuardianTrusts.org

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Friday’s Break Sponsor

 

www.StewartHome.com 

Stewart Home and School

 

 

Wednesday’s Breakfast Sponsor

www.InteractiveLegal.com

 

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Thursday’s Breakfast Sponsor

www.ElderCounsel.com

 

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Friday’s Breakfast Sponsor

www.CumberlandTrust.com

 

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Exhibitors

 

Academy of Special Needs Planners

www.specialneedsplanners.com

 

Academy of Special Needs Planners


Bok Financial

www.bokfinancial.com

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Care Bridge International, Inc.

www.carebridgeinc.com

 

Care Bridge International

 

 

The Centers

www.Centersweb.com

 

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Colvent Group Inc

www.ColventGroup.com 

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Commonwealth Community Trust

www.TrustCCT.org

 

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Family Network on Disabilities Trust Services

www.FNDUSA.org

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GT Independence

www.gtindependence.com

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Good Shepherd Fund

www.GoodShepherdFund.org

 

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HWA International, Inc.

www.HWAinternational.com

 

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Key Private Bank

www.key.com

 

Key Private Bank

 

 

Krause Financial Services

www.Medicaidannuity.com

 

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Life Enrichment Trust, Inc.

www.lifeenrichmenttrust.org

 

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Medivest

www.medivest.com


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Members Trust Company

www.memberstrust.com

 

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Mobility Support Systems

www.MobilitySupportSystems.com

 

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National Academy of Elder law Attorneys, Inc.

www.NAELA.org

 

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National Care Advisors

www.NationalCareAdvisors.com

 

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Premier Software

www.premiersoftware.com

Premier Software

 

Stephen's Place

www.stephensplace.org

 

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True Link Financial

www.TrueLinkFinancial.com

 

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Wells Fargo Special Needs Trust Services

www.WellsFargo.com

 

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