Past Webinar: 2014 Fundamentals of Special Needs Trusts Administration

Friday, April 25, 2014

1-4:30 p.m. EDT

Stetson University College of Law

This webinar will address challenging SNT administrative issues faced by trustees, attorneys, financial planners and money managers involved in Special Needs Trusts. 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 and at the end of this webinar, you will be able to understand:

  • The four standards used to determine when and how a trustee should make a distribution from a trust
  • How these standards are normally worded and interpreted
  • The rulings of the most influential court decisions on special needs, and how to apply those holdings to your practices
  • The provisions of the Affordable Care Act to beneficiaries of special needs trusts

The webinar will also feature a Q&A session. Questions can be submitted ahead of time on any topic. The cost to participate in the webinar is $125.

PDF Registration and Materials Order Form

2014 Webinar Schedule

1 - 1:10 p.m. EDT

Welcome and Introductions

Prof. Rebecca C. Morgan

1:10 - 2:10 p.m. EDT

The Impact of Case Law and How to Apply to Real Life

Robert B. Fleming

This session will examine the most influential court decisions on SNTs, what we learned from them, and how to incorporate the lessons learned to your real life cases.

2:10 - 3:10 p.m. EDT

Demystifying the Trust Standards

Craig C. Reaves

This session will describe the four standards used to describe when and how a trustee should should make a distribution from a trust and include examples of how these standards are normally worded and interpreted.

3:10 - 4:10 p.m. EDT

Dive On In, It's Smooth Sailing: Trustees, Beneficiaries and the ACA

Mary Alice Jackson

Four months into the implementation: What are the implications of the Affordable Care Act for beneficiaries who live in states which have adopted Medicaid expansion as opposed to those living in states which did not adopt expansion? What happens when your beneficiary moves to another state? A step-by-step analysis will be provided for Trustees to use when considering coverage under Medicaid or the ACA.

4:10 - 4:30 p.m. EDT

Q&A with Speakers

Robert B. Fleming, Mary Alice Jackson, Craig C. Reaves

*Questions can be submitted in advance and may cover topics other than those covered by the presentations.

4:30 p.m. EDT


Professor Rebecca Morgan

Professor Rebecca Morgan

Center for Excellence in Elder Law

The Center for Excellence in Elder Law was established to meet the increasing need for legal education and research in the field of law and aging. The center provides legal education to law students, attorneys, and judges in the field of elder and special needs law and produces scholarly research and writing on issues impacting those who are older and/or have special needs.

Online LL.M. in Elder Law

Students who wish to focus their studies on elder law can enroll in Stetson Law's online LL.M. in Elder Law program (application due by June 1), which offers the convenience of 24-hour access to academic courses. For more information, please contact us at [email protected] or 727-562-7393.