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2018 National Conference on Special Needs Planning and Special Needs Trusts
Pre-Conference: Tax Intensive
Wednesday, October 17, 2018

Pre-Conference: Tax Intensive - Full Materials

8:20 - 9:10 a.m.

An Update on Recent Tax Developments, Including the Tax Cuts & Jobs Act of 2017
Howard Zaritsky

9:10 - 10:00 a.m.

The Tax Cuts & Jobs Act of 2017 (TCJA) Impact on Individuals with Disabilities
Robert B. Fleming

10:15 - 11:05 a.m.

The Anatomy of a Fiduciary Income Tax Return(s)
Hyman G. Darling

11:05 - 11:55 a.m.

The Anatomy of Individual Income Tax Returns for Those with Disabilities or Their Families
Hyman G. Darling

1:00 - 1:50 p.m. - Breakout Session 1

Understanding Taxes and Third Party Irrevocable Trusts
Richard Gershon

Magical Mystery Tour: Secrets to Naming a Special Needs Trust as Beneficiary of an IRA
Dennis M. Sandoval

1:50 - 2:40 p.m. - Breakout Session 2

A Practical Discussion of Income Tax Considerations in the Planning and Administration of Trusts
Debra Boje

"Choose Wisely" When Selecting Grantor Trust Provisions
Michael J. Amoruso

3:00 - 3:50 p.m. - Breakout Session 3

What You Need to Know About TCJA and MAGI
Richard Gershon

The Tax of Your Business after Tax Reform
James M. McCarten

4:00 - 4:50 p.m.

Just Ask Brad: The Day’s Tax Questions & Answers
Bradley J. Frigon

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2018 Speakers
Thank You 2018 Sponsors & Exhibitors

Attendee List SNT 2018

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2019 Special Needs Trusts Conference
October 16-18, 2019
Vinoy Renaissance St. Petersburg Resort & Golf Club

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