Conference participants

2017 National Conference on Special Needs Planning and Special Needs Trusts

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.