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Materials 3

2018 National Conference on Special Needs Planning and Special Needs Trusts
Thursday, October 18 & Friday, October 19, 2018

Conference Full Materials

Thursday, Oct. 18

7:15 - 8:05 a.m.

The Professor Flowers Ethics Breakfast!
Roberta K. Flowers

8:30 - 9:20 a.m.

Twenty Years of SNT Planning - My, How Time Flies!
Craig C. Reaves

9:20 - 10:10 a.m.

Tax Reform, and Year End Tax Planning for Self-Settled and Third Party Trusts: What SNT Planners Need to Know
Bradley J. Frigon

10:30 - 11:20 a.m.

Navigating the IRA Minefield: Lessons Learned from PLR 201021038
Dennis M. Sandoval

11:20 a.m. - 12:10 p.m.

The Mechanics of Fixing Problems: Decanting and Other Answers
Mary E. O’Byrne

1:15 - 2:05 p.m. - Breakout Session 1

Directed Trusts in the Context of SNTs
William Lucius / Shirley B. Whitenack

Not All Animals Are Created Equal: The Legal Difference Between Service Animals and Emotional Support Animals
The Honorable Ed Kinkeade

Friend, Can You Spare A Form?
Jane Skelton

2:25 - 3:15 p.m. - Breakout Session 2

What the SNT Lawyer Needs to Know about Reviewing Annual Statements and Evaluating Investments
Peggy R. Hoyt

Writing a SNT to be Flexible in a Quickly Changing World
Elizabeth Noble Rollings Friman

When the Trustee or Trust Protector Needs An Attorney to Protect the Beneficiary’s Rights and Benefits
Hyman G. Darling

3:25 - 4:15 p.m. - Breakout Session 3

The Mechanics of Establishing a (d)(4)(A) SNT After the Special Needs Trusts Fairness Act
Michael J. Amoruso

ABLE Accounts: A Fresh Perspective from an ABLE Program Administrator and Trustee
Stephen W. Dale / Doug Jackson

It’s Not Your Mother’s PSNT - What PSNTs Offer to Special Needs Planners
Megan Brand

4:20 - 5:10 p.m. - Breakout Session 4

Understanding Structured Settlements
Michael W. Goodman

Ethical Issues with Self-Settled Trusts
Elizabeth Noble Rollings Friman

Public Benefits 101
Laurie Hanson


Friday, Oct. 19

8:30 - 9:20 a.m.

An Update From SSA
Scott Logan (Mary O’Byrne, Moderator)

  • No Materials
  • No PowerPoint

9:20 - 10:10 a.m.

Q&A with Ken Brown on Trusts, ABLE Accounts, SSI and Related Topics
Ken Brown (Mary O’Byrne, Moderator)

10:30 - 11:20 a.m.

Trust Distribution Requests from Beyond the River Styx
Robert W. Fechtman

12:35 - 1:25 p.m. - Breakout Session 1

The Impact of TCJA on SNTs Owning Pass Through Entities
Bradley J. Frigon

Public Benefits 202
Bryn Poland

Success From the Get Go: Beginning and Marketing Your Special Needs Estate Planning Practice
Emma H. Barry / Elizabeth Noble Rollings Friman

1:30 - 2:20 p.m. - Breakout Session 2

State Taxation of Special Needs Trusts
Janet L. Lowder

Love and Marriage and the SNT Beneficiary
Mary Alice Jackson

The Trustee’s Duty to Report: Safeguarding the Trust
Robert Fleming (replacing H. Amos Goodall)

2:40 - 3:10 p.m. - Breakout Session 3

What SNT Trustees Need to Know About HUD Reverse Mortgages
Chung-Yiu “Andrew” Lee

Advising Persons with Disabilities (and their support teams) About Maximizing Sexual Health and Safety
Emma H. Barry / Kristen M. Lewis

Life Insurance as an Effective Planning Tool
Peter W. Fleming, III

3:20 - 4:10 p.m. - Breakout Session 4

Public Benefits Jeopardy
Stuart D. Zimring

A Job for Everyone: Employment for Individuals with Disabilities
Amanda Heystek

Medicaid Liens and Other State Liens
Lisa Nachmias Davis

4:15 - 5:00 p.m.

The Update
Robert W. Fechtman / Robert B. Fleming

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

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