National Conference

2020 National Conference on Special Needs Planning and Special Needs Trusts

Wednesday, October 14, Thursday, October 15, & Friday, October 16, 2020

Live Webinar Sessions

Wednesday, October 14, 2020
1:10-2:00 p.m.

Our New Reality: Practicing Law During and After a Pandemic
Craig C. Reaves

2:10-3:00 p.m.

Fiduciary Litigation Update
Sean Murphy

3:10-4:00 p.m.

Ethical Considerations When Serving as or Representing Fiduciaries
Mary Radford

4:10-5:00 p.m.

Electronic Wills and Remote Notarization: Coming Soon to a State Near You
Robert B. Fleming and Bruce Stone

Thursday, October 15, 2020
1:05-1:55 p.m.

The Secure (“Setting Everyone Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act and Other Recent Developments in Estate Planning for Retirement Assets
Robert “Bob” Kirkland

2:05-2:55 p.m.

The SNT Trustee as a “Super” Fiduciary?
Shirley Whitenack

3:05-3:55 p.m.

The Good, the Bad, and the Unknown of Using ABLE Accounts
Stephen Dale, Bradley J. Frigon, and Peter Wall

Friday, October 16, 2020
1:10-1:50 p.m.

An Update from CMS
Gene Coffey

2:00-2:50 p.m.

Late Breaking News
Mary O’Byrne (moderator) and a panel of national experts

  • No Materials
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3:00-3:50 p.m.

Going Rogue: What to Do When Your Clients Don’t Take Your Advice
Stuart Zimring

4:00-5:00 p.m.

Case Law Update and Q&A
Robert W. Fechtman and Robert B. Fleming

Pre-Recorded Sessions

Professor Flowers’ Ethics Session - The Ethical Alligators in Fiduciary Representation: How to Avoid Being Bit by One
Roberta K. Flowers

Time to Terminate
Shirley Whitenack

Practical and Pesky Problems … and a Process Toolkit
Hyman G. Darling

When Parents … and Grandparents … Fail to Plan
Janet Lowder

Trust Law Basics
Regina “Gina” Spielberg

Non-Judicial Settlements Under the UTC
Shannon Laymon-Pecoraro

Addiction & Trusts – It Looks Great on Paper, But Does It Work?
Stuart Zimring

Community Property vs. Separate Property
Bruce Stone and Stuart Zimring

The Changing Face of Public Benefits (Basics)
Mary Alice Jackson

Choice of Entity: Decision Points for Income Tax and Benefits Planning
James McCarten

Pets, Guns, Cryptocurrency, Caregivers, Medicaid Appeals: Problematic Trust Administration Issues
Elizabeth Noble Rollings Friman

What Happens if your State Medicaid Rules are More Strict than the Federal Medicaid Statute Allows?
Laurie Hanson

Ken Brown’s SSI FAQs
Ken Brown

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  • No PowerPoint

When SNT Paying is Better than Entitlement Programs
Bryn Poland

The How-Tos of Drafting SNTs
David Banas

Ethics Session: Multi-Disciplinary Liability and Defining the Trustee’s Role
Peter Wall and Roberta Flowers

Trustees Sending Funds Electronically and What Goes Wrong: Security Issues and Importance of Process
Amos Goodall

Using Your SNT to Access and Keep Public Benefits (Basic)
Mary Alice Jackson

I Think My Trustee is Ripping Me Off
Cady Huss

10 Red Flags: How to Review Investments Like a Fiduciary
Darryl Lynch

Medicare Coverage for Individuals Under 65 with Disabilities (Advanced)
David A. Lipschutz

Save The Date

2021 Special Needs Trusts Conference
October 13-15, 2021

Vinoy Renaissance St. Petersburg Resort & Golf Club