PAST WEBINAR: 2017 SNT Webinar
Friday, May 5, 2017
1 - 5 p.m. EDT
Stetson University College of Law
This webinar will address challenging administrative issues faced by trustees, attorneys, financial planners and others involved in Special Needs Trust administration. The faculty of nationally known leaders in the field of special needs planning will update the audience on significant topics for administering a special needs trust.
At the end of this webinar, you will be able to understand:
- The recent updates to the Laws, Regulations and Public Policies
- Tax matters when making disbursements
- The Special Needs Trust Fairness Act and Existing SNTs
- Tools available to SNT Administrators
The webinar will also feature a closing Q&A session on problems in administration. Participants are encouraged to submit questions ahead of time on any topic. The cost to participate in the webinar is $150.
1:00 - 1:10 p.m. EDT
Welcome and Announcements
Professor Rebecca Morgan
1:10 - 2:00 p.m. EDT
Becoming a SNT Administrator
Travis D. Finchum
Serving as a SNT administrator is a lot like juggling while writing a scholarly paper. You must be knowledgeable about the law, regulations and policies, while managing staff and helping often-difficult beneficiaries. This session will cover what it takes to be an effective SNT administrator by someone who has been doing it successfully for many years.
2:00 - 3:00 p.m. EDT
A Primer on Tax When Making Distributions
This session will consider the tax implications for a grantor trust, disbursements that count for income tax purposes, income tax reporting and the impact on Medicaid eligibility, tax implications when trust pays beneficiary medical expenses and other topics that trustees must consider.
3:00 - 3:50 p.m. EDT
Changes in Laws and SSA Regulations (you know, the POMS) and How Those Impact the Administration of Your SNT
Mary Alice Jackson
Keeping up with all the change in the law, regulations, and POMS isn't easy, but we are making it easy just for you! During this session, Mary Alice Jackson will discuss changes in law, regulations and public policy, and how the changes might affect the administration of Special Needs Trusts.
3:50 - 4:40 p.m. EDT
SNT Administrators: More Choices Than You Think
Robert B. Fleming
SNT administrators do more than just administer a SNT. This session will look at the various services and products available, including ABLE accounts, 1st party SNTs, PSNTs and debit cards when administering the funds of a beneficiary with special needs.
4:40 - 5:00 p.m. EDT
Question and Answer Panel
Michael Cahill, Travis D. Fichum, Robert B. Fleming and Mary Alice Jackson
The day’s speakers will problem solve for the audience. Registrants may (and are encouraged to) submit their questions and problems in advance.
Michael L. Cahill
Attorney at Law
Cahill Law Firm P.A.
St. Petersburg, Florida
Michael Cahill is a certified public accountant licensed in the state of Florida, and he is licensed to practice law in the state of Florida and in Washington, D.C. He is admitted to practice law before the United States Supreme Court, the United States Tax Court, the United States District Court for the Middle District of Florida, and all Florida Circuit and County Courts.
Cahill earned his Bachelor of Arts (B.A.) in Economics from the University of South Florida, his Juris Doctor (J.D.) degree, cum laude, from Stetson University College of Law and his Master of Laws in Taxation (LL.M.) from the University of Alabama.
Cahill currently practices law at Cahill Law Firm P.A. in St. Petersburg, concentrating in the areas of estate planning, estate and trust administration, and tax planning. He is also an adjunct professor of law at Stetson University College of Law, where he teaches Federal Taxation of Estates Gifts and Trusts.
He is a frequent speaker at various public and continuing education seminars where he has presented on subjects such as estate planning, wills and advanced directives, the use of trusts in estate planning, tax issues facing the elderly, and related topics.
Travis D. Finchum
Attorney at Law
Special Needs Lawyers PA
Travis D. Finchum received his Bachelor of Science degree and law degree from the University of Florida. Finchum has been board certified since 2002 as an elder law specialist by the Florida Bar. He is the managing partner for the law firm Special Needs Lawyers, P.A. He is the chair of the Special Needs Trust Committee of the Florida Bar's Elder Law Section and past chair of the Elder Law Board Certification Committee. He is a member of the National Academy of Elder Law Attorneys and the Academy of Florida Elder Law Attorneys.
Finchum has served on the boards of numerous non-profit organizations that serve the frail, elderly and those with disabilities that focus on advocacy and local services for those with disabilities and mental illness. He currently serves on the Board of Directors for Florida's Voice on Developmental Disabilities, the Arc Tampa Bay Foundation, the Guardian Trust Foundation, Inc., and on the Advisory Board for the National Alliance on Mental Illness, Pinellas County Chapter.
Finchum frequently speaks on the topics of Medicaid qualification, special needs trusts, estate planning and taxation, including planning for incapacity and nursing home care, protecting assets from creditors, sheltering assets for family members with disabilities and public assistance programs. His practice also consists of probate, trust administration (particularly special needs trusts), trust reformation and sophisticated estate planning strategies. He sits on the faculty of the Lighting the Way Program providing statewide training on Guardianship and Guardianship Alternatives sponsored by the Florida Developmental Disabilities Council (www.guardianshiptraining.com).
Finchum has been a resident of Pinellas County since 1977, where he now lives with his wife Kiersten who is a registered nurse, his son Ethan and daughter Lillian.
Robert B. Fleming
Attorney at Law
Fleming & Curti PLC
Robert Fleming is the author of The Elder Law Answer Book, now available from Aspen Publishers. He is a fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. He has been certified as a specialist in Estate and Trust Law by the State Bar of Arizona's Board of Legal Specialization, and he is also a certified elder law attorney by the National Elder Law Foundation. Fleming is a member of the State Bar of Arizona (he was president of the Young Lawyers Section in 1978, Chair of the Probate and Trust Section in 1992, and chair of the Mental Health and Elder Law Section in 1999), and the Pima County Bar Association (he was president in 1986). Fleming is also a member of the Special Needs Alliance, the premier national organization of lawyers working with "special needs" trusts, and the Elder Law Alliance, an elite national group of a dozen lawyers with a common interest in improving the practice of elder law.
While serving as the Pima County, Arizona, Public Fiduciary (the Tucson area's public guardian's office), Fleming was one of the litigants in the Arizona Supreme Court case of Rasmussen v. Fleming, which established the right of incompetent patients (through their guardians) to refuse life-sustaining treatment when there is little prospect of recovery. He has also been actively involved in reviewing care at the Arizona State Hospital, and served as the Chair of the City of Tucson's city retirement plan for eight years.
Fleming & Curti, P.L.C. prides itself on use of up-to-date technology in the practice of law. In addition to speaking regularly on the use of Time Matters™ case management and HotDocs™ document assembly software, Fleming also manages an independent e-mail listserver for Time Matters™ users; interested lawyers and staff members can subscribeonline. You may want to check out the TimeMatters list archives. The firm also operates smaller listservers for other software programs used in the office, including Televantage, the telephone communications package in use at Fleming & Curti, PLC.
Fleming's primary personal interest is his family (wife Rhonda and their two children Erikand Robyn). The entire family practices Cha Yon Ryu, a combination martial arts discipline incorporating Korean Tae Kwon do, Korean Hapkido, Japanese Karate and Chinese Ch'uanfa.
Mary Alice Jackson
Attorney at Law
Mary Alice Jackson P.C.
Mary Alice Jackson is the sole shareholder in the firm of Mary Alice Jackson P.C. in Austin, Texas. She began practicing in the area of elder law in 1992, and has been Florida Bar Board certified in Elder Law since 1999. Jackson is licensed to practice in in both Texas and Florida. She has an AV Preeminent rating from Martindale Hubbell. She is a fellow of the National Academy of Elder Law Attorneys. She serves on the NAELA national public policy steering committee which identifies priorities for advocacy on the federal level. She is a past chair of the NAELA Senior Rights PAC, and is a member of the Texas Chapter of NAELA. Jackson is a member of the Special Needs Alliance, a national group of special needs practitioners, and serves on its Board of Directors. She is a frequent speaker on topics related to all aspects of elder law, special needs trust and planning, and public policy. She is an adjunct professor at her alma mater, Stetson University College of Law, and currently teaches Long Term Care Planning in the Elder Law LL.M program. Jackson holds a B.S. in government and an M.S.P.A. from Florida State University. She received her J.D. from her father’s alma mater, Stetson University College of Law in 1991. She was born in Winter Park, Florida and resides in Austin with her husband, Bob, and their standard poodle, Max. Max is a member of the Mary Alice Jackson P.C. staff and his picture can be found on the website.
Application will be made to The Florida Bar for CLE credits. Although we only apply for CLE in the state of Florida, we will proprovide a packet of materials via email to apply for CLE in another state. Stetson University College of Law does not pay the application fee for CLE application in states other than Florida. For more information, contact the Office of Professional Eduacation at firstname.lastname@example.org.