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Materials 2

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

Pre-Conference: Pooled Trusts Intensive - Full Materials

8:05 - 9:00 a.m.

The 2018 Public Benefits Update
Neal A. Winston

9:00 - 10:00 a.m.

Managing Caregiver Burnout and Compassion Fatigue
Kevin E. Hansen / Kerry Tedford-Coles

10:00 - 10:50 a.m.

Ensuring the Sexual Health and Safety of PSNT Beneficiaries
Emma H. Barry / Kristen M. Lewis

11:05 - 11:55 a.m. - Breakout Session 1

Staying Alive, Staying Exempt and Staying Solvent: Issues Which Put Tax-Exempt Status At Risk
James M. McCarten

How The Executive Director Shapes the Organization
John Dickerson

Setting Expectations with the Beneficiary and Family
Eric DeGroot

1:10 - 2:00 p.m. - Breakout Session 2

Special Issues Presented by the Older Beneficiaries (over 65) Opening Accounts
Ron M. Landsman

Vulnerable Individuals: Balancing Individual Autonomy with the PSNT Duty and Liability
Megan Brand / Caitlin Janicki

De-escalating Danger: Dealing with Beneficiaries Who are Volatile
Corporal Keith Jackson

2:10 - 3:00 p.m. - Breakout Session 3

Teaching Your Staff Financial Literacy: A Discussion on the Basics of Budgeting
Peter Wall (Replaincing Reilly F. Morrison)

Employment and Careers for Individuals with Disabilities
James Emmett

Those Distribution Requests Just Keep Getting Weirder and Weirder
Robert W. Fechtman

3:15 - 4:05 p.m. - Breakout Session 4

Implicit Bias and Individuals with Disabilities
Crystal C. Coombes

You Want the Trust to Pay for What?? - Handling Questionable Distribution Requests
Shirley B. Whitenack

Safety for Caregivers and Care Managers When Working in a Hoarded Home or Simply “Lived In” Home
Matt Paxton

4:10 - 5:00 p.m. - Breakout Session 5

The PSNT Preparing for and Surviving Audits
John Dickerson

Planning for and Implementing Organizational Change
Heidi J. Flatt

When the Beneficiary and Law Enforcement Cross Paths: Mental Health Units in the Sheriff’s Office
Sergeant Joleen Bowman / Lieutenant Steve Wagner

2018 Speakers
Thank You 2018 Sponsors & Exhibitors

Attendee List SNT 2018

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Save the Date!
2019 Special Needs Trusts Conference
October 16-18, 2019
Vinoy Renaissance St. Petersburg Resort & Golf Club
https://www.stetson.edu/law/conferences/homepages/

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