2023
National Conference on Special Needs Planning and Special Needs Trusts

October 18-20, 2023

 

25 years of SNT

Celebrating 25 years,  Stetson's National Conference on Special Needs Planning and Special Needs Trusts provides three days of programing with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.

Registration

Registration opens July 3, 2023 at 12:00pm ET


Accommodations

The conference room block rate will be available starting July 3, 2023 at 12:00pm ET.


Schedule

SSA Mechanics Boot Camp: Wednesday, October 18, 2023

Veterans Benefits Intensive: Wednesday, October 18, 2023

Tax Intensive: Wednesday, October 18, 2023

Pooled Trust Intensive: Wednesday, October 18, 2023

National Conference: Thursday, October 19, 2023

National Conference: Friday, October 20, 2023


Speakers

Tim Adams
The Honorable Michael Allen

Judge, U.S. Court of Appeals for Veterans Claims
Washington, D.C.

no photo
Imani Boykin

 

no photo
Megan Brand

Colorado Fund for People with Disabilities (CFPD)
Denver, CO

Tim Adams
Kenneth Brown

Deputy Office Director, Social Security Administration
Baltimore, MD

no photo
Roxanne Chang

Attorney and Counselor
Plymouth, MI

no photo
Stephen Dale

The Dale Law Firm, PC
Pacheco, CA

Tim Adams
Hyman Darling

Bacon Wilson
Springfield, MA

no photo
Eric DeGroot

Wispact, Inc.
Madison, WI

no photo
Slade Dukes

Boyer & Boyer, P.A.
Sarasota, FL

no photo
Robert Fechtman

Fechtman Law Office
Indianapolis, IN

no photo
Heidi Flatt

 

Tim Adams
Amanda Flood

Social Security Administration
Dallas, TX

no photo
Bradley J. Frigon

Law Offices of Bradley J. Frigon, LLC
Englewood, CO

no photo
Elizabeth N.R. Friman

Fleming & Curti, PLC
Tuscon, AZ

no photo
Brenna Galvin

Maser, Amundson & Boggio, P.A.
Richfield, MN

no photo
Dr. Tracey Gendron

Virginia Commonwealth University
Richmond, VA

Tim Adams
David Goldfarb

The Arc
Washington, D.C.

no photo
H. Amos Goodall

College Station, PA

no photo
Rachel Green

TEAM Risk Management Strategies
San Diego, CA

Tim Adams
Haley Greer

The Arc of Texas Master Pooled Trust
Austin, TX

no photo
Kevin Hayde

Wispact, Inc.
Madison, WI

no photo
Marielle Hazen

Hazen Law Group
Harrisburg, PA

Tim Adams
Barb Helm

Acare, Inc.
Overland Park, KS

no photo
Mary Alice Jackson

Boyer & Boyer, P.A.
Sarasota, FL

no photo
Emily Kile

Kile Law Firm, P.C.
Scottsdale, AZ

Tim Adams
Andrew Komarow

Planning Across the Spectrum

no photo
Bryan Kreitzberg

 

no photo
Shannon Laymon-Pecoraro

Parks Ziegler, PLLC
Virginia Beach, VA

Tim Adams
David Lipschutz

 

no photo
Janet Lowder

Hickman   Lowder, Co., LPA
Cleveland, OH

no photo
Yolanda Mazyck

Shared Horizons
Washington, D.C.

Tim Adams
Letha McDowell

Hook Law Center
Virginia Beach, VA

no photo
Rebecca Morgan

Stetson University College of Law
Gulfport, FL

no photo
Mark Munson

Ruder Ware
Wausau, WI

Tim Adams
Ellen Nalven

Plan | NJ
Somerville, NJ

no photo
Mary Carol Peterson

Accessible Design Solutions
St. Petersburg, FL

Tim Adams
Craig Reeves

Reaves Law Firm, PC
Kansas City, MO

no photo
Avram Sacks

 

no photo
Anna Sappington

 

no photo
Cheryl Severson

TEAM Risk Management Solutions
San Diego, CA

Tim Adams
Ryann Siclari

Porzio, Bromberg & Newman
Morristown, NJ

Tim Adams
Stacey-Rae Simcox

Stetson University College of Law
Gulfport, FL

no photo
Suzette Sims

 

no photo
Bridget O'Brien Swartz

Mission Management & Trust Company
Phoenix, AZ

Tim Adams
Meredith Taylor

IMT Associates
San Leandro, CA

no photo
Kerry Tedford-Coles

PLAN of CT
Westhersfield, CT

no photo
Herb Thomas

Kairos Fiduciary Services
Almeda, CA

Tim Adams
Deborah Thrope

 

no photo
Jennifer VanderVeen

Tuesley, Hall & Konopa, LLP
South Bend, IN

no photo
Andrew Vazquez

 

Tim Adams
Peter J. Wall

True Link Financial
San Francisco, CA

no photo
Deirdre Wheatley-Liss

Porzio, Bromberg & Newman
Morristown, NJ

no photo
Shirley Whitenack

Schneck, Price, Smith, & King, LLP
Paramus, NJ

Tim Adams
Neal Winston

 

no photo
Elizabeth Yoder

Planning Across the Spectrum
Farmington, CT

no photo
Mark Zdrojewski

 

Tim Adams
Stuart Zimring

Law Offices of Stuart D. Zimbring
Los Angeles, CA

CLE Information

Application will be made to the Florida Bar for CLE credits. 

Although Stetson only applies for CLE in the states of Florida, Pennsylvania, and Tennessee, we will provide you with a certificate of attendance and a packet of materials so that you may apply for CLE in another state. Stetson University College of Law does not pay the application fee for CLE applications in states other than Florida, Pennsylvania, and Tennessee.