2022 Fundamentals of Special Needs Trust Administration - Speakers
Megan Brand is the Executive Director of CFPD-Colorado Fund for People with Disabilities. Megan began her service at CFPD in 2003 and has been the Executive Director since 2010. Megan has a bachelor’s degree in social work from the College of St. Benedict and over 20 years of experience in working with people with disabilities, their families, service providers, attorneys, trustees, financial planners, guardians and other professionals. She leads a staff of 25 in administering the largest and longest-standing locally managed pooled trust in Colorado, as well as providing myriad of other services that offer protection, personalized attention, access to our network of organizations and services, and financial and benefit’s guidance. In addition to leading the staff, Megan currently serves as Vice President of the National Planned Lifetime Assistance Network, the Vice President of the Alliance of Pooled Trusts and is a frequent presenter in the community, both locally and nationally, on Special Needs Trusts and related topics.
Roberta K. Flowers is a professor of law at Stetson University College of Law. Within the Elder Law LL.M. program, Professor Flowers teaches Ethics in an Elder Law Practice. She also teaches Evidence, Criminal Procedure, and Professional Responsibility. While at Stetson, Professor Flowers has successfully coached trial teams, arbitration teams and moot court teams to national championships. She has served as the director of the Center for Excellence in Advocacy and as the William Reece Smith Jr. Distinguished Professor in Professionalism.
During her time at Stetson, Professor Flowers has received the university-level Excellence in Teaching Award, Most Inspirational Teacher Award from the Student Bar Association, and an award from the Student Bar Association for supporting student life. She also has received the university-level Homer and Dolly Hand Award for Excellence in Scholarship, the Dean's Award for Extraordinary Service, and been awarded the Distinguished Service Award four times. In 2005, the Florida Supreme Court awarded Professor Flowers the Faculty Professionalism Award.
Professor Flowers has lectured worldwide on the topic of ethics. She won a Telly Award for Excellence in Educational Films for having produced a series of educational videos on the ethical issues faced by prosecuting attorneys. Along with Professor Rebecca Morgan, she created a video series used to train and educate attorneys nationwide on the ethical dilemmas faced by elder law attorneys. The Florida Supreme Court awarded Professor Morgan and Professor Flowers the Florida Supreme Court Professionalism Award for their video productions. Additionally, with Professor Morgan, Professor Flowers designed the nation's first "elder friendly courtroom," which serves as model for courtrooms of the future.
Yolanda Mazyck, a native Pennsylvanian, and graduate of the University of Pittsburgh, relocated to the Washington, D.C. metropolitan area to manage Shared Horizons’ Pooled Special Needs Trust in January 2005.
Yolanda has over 30 years of nonprofit experience, primarily in the fields of substance abuse, criminal justice, and disabilities. She worked as a certified addictions counselor and intervention specialist for nine years before accepting the position as Director of the Neighborhood-based Family Intervention Center (NBFIC) in Sharon, Pennsylvania. During her 12 years as Director, she developed new initiatives for delinquent youth, their families, and other “at-promise” populations, preserving and supporting families in crisis.
Yolanda is honored to work with a dedicated staff and committed Board of Directors that embrace Shared Horizons’ person-centered trust management model and looks forward to expanding services to meet the needs of an increasingly diverse population of people with disabilities and their families.
Rebecca C. Morgan is the Boston Asset Management Chair in Elder Law. Professor Morgan teaches a variety of elder law courses in the J.D. and LL.M. programs and is the Director of the M.J. in Health Care Compliance. She is the successor co-author of Matthew Bender's Tax, Estate and Financial Planning for the Elderly, and its companion forms book (Lexis), a co-author of Representing the Elderly in Florida, (Lexis), The Fundamentals of Special Needs Trusts (Lexis), Ethics in an Elder Law Practice (ABA), Planning for Disability (Bloomberg BNA Portfolio), co-author of Elder Law in Context and Bankruptcy in Context (Aspen), as well as Mastering Interviewing and Counseling (Carolina Academic Press). Professor Morgan has authored a number of articles on a variety of elder law issues and has spoken a number of times on subjects of elder law. She is the co-editor of the Elder Law Prof Blog.
Professor Morgan is a member of the board of directors for the Center for Medicare Advocacy and currently serves as treasurer. She is a member of the board of directors for the American Society on Aging. She served as the eleventh president of the National Academy of Elder Law Attorneys and as past president of the board of directors of Justice in Aging. She served as chair for the American Association of Law Schools Section on Aging and the Law (twice) and of the Florida Bar Elder Law Section. She is on the faculty of the National Judicial College, a member of the American Law Institute (ALI), academic advisory board for the Borchard Center for Law and Aging, an academic fellow of the American College of Trusts & Estates Counsel (ACTEC), a NAELA fellow, and a member of NAELA's Council of Advanced Practitioners (chair 2012-2014). After a term on the Board of the ABA Commission on Law and Aging, she is a special advisor to the ABA Commission on Law and Aging.
Professor Morgan was the recipient of the 2003 Faculty Award on Professionalism from the Florida Supreme Court Commission on Professionalism. She received the NAELA Unaward in November 2004 from President Stu Zimring for her accomplishments in the field of elder law. Professor Morgan, along with Professor Roberta Flowers, received the 2005 Project Award on Professionalism from the Florida Supreme Court Commission on Professionalism. She received the 2006 Rosalie Wolf Memorial Elder Abuse Prevention Award from the National Committee for the Prevention of Elder Abuse. She received the Homer & Dolly Hand Award for Faculty Scholarship in May of 2008, and the NAELA President's Award from NAELA President Mark Shalloway in May of 2008. She received the Theresa Award from the Theresa Alexandra Russo Foundation in 2008. Professor Morgan was the 2009 recipient of the Treat Award from the National College of Probate Judges. In 2018 Professor Morgan received the Ben C. Willard alumni award for humanitarian achievements from Stetson University College of Law. She was inducted into Stetson Law’s Hall of Fame in 2018. In 2021, Professor Morgan received a lifetime achievement award from the Elder Law Section of the Florida Bar.
Craig C. Reaves has been Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation since the Charter class of 1995. Mr. Reaves is a Fellow and Past President of National Academy of Elder Law Attorneys (NAELA) and a Fellow of the American College of Trust and Estate Counsel (ACTEC). He has been selected for inclusion on the Kansas and Missouri Super Lawyers list for every year since 2005 and has been included in the current editions of The Best Lawyers in America since 2007. Mr. Reaves is the current Chair of the Board of Directors of the Kansas City Estate Planning Symposium. For the past twenty years he has been a lecturer and adjunct professor teaching an Elder Law course at the University of Kansas School of Law and also the University of Missouri-Kansas City School of Law.
Stuart D. Zimring was born in Los Angeles, California, December 12, 1946. He was admitted to the Bar in 1972, and is admitted to practice in California and U.S. District Court, Central and Northern Districts of California and the U.S. Supreme Court. He received his B.A. degree in 1968 from UCLA and his J.D. degree in 1971 from the UCLA School of Law and is “AV” rated in Martindale-Hubbell. He is a member of the Los Angeles Superior Court Probate Volunteer Panel. Mr. Zimring is a Fellow of and Past President of the National Academy of Elder Law Attorneys (NAELA), and a Charter Member of NAELA’s Council of Advanced Practitioners (CAP). He is a Fellow of the American College of Trusts and Estate Counsel (ACTEC), is certified as a Specialist in Estate Planning, Probate and Trust Law by the Board of Legal Specialization of the State Bar of California and is one of the 7 California members of the Special Needs Alliance.
Mr. Zimring serves on the Boards of Directors of a number of non-profit organizations, including Justice In Aging (formerly the the National Senior Citizens Law Center and is past-president of ONEgeneration in the San Fernando Valley, on whose Board he continues to serve. He is also a member of the Estate Counselors Forum, San Fernando Valley Estate Counselors Forum, San Fernando Valley and Los Angeles County Bar Associations (of which he is a past Chair of its Trust & Estates Executive Committee), State Bar of California and Southern California Council of Elder Law Attorneys.
He is an Adjunct Professor at Stetson University College of Law and California State University Northridge on issues in Elder Law and Special Needs Trusts. He is a frequent speaker and writer on Elder Law, Special Needs Trusts and related issues throughout the country. He is co-author of “Tax, Estate and Financial Planning for the Elderly – California Guide” and “Fundamentals of Special Needs Trusts,” both published by Matthew Bender/Lexis-Nexis, as well as a member of Matthew Bender’s Elder Law Editorial Committee.