National Conference on Special Needs Planning and Special Needs Trusts
Celebrating its 27th year in 2025, Stetson University College of Law’s National Conference on Special Needs Planning and Special Needs Trusts offers an unparalleled three-day experience for professionals working in this dynamic and critical area of law and financial planning. The conference brings together nationally recognized speakers and leading experts to provide comprehensive insights into the complex issues surrounding the creation, administration, monitoring, and planning of special needs trusts.
Participants can expect a robust agenda that includes in-depth sessions on key legal developments, practical strategies for effective trust management, and best practices for ensuring compliance with evolving regulations. The program is designed to address the unique needs of attorneys, trustees, financial planners, and other professionals who assist individuals with disabilities and their families.
From beginner to advanced topics, the conference delivers valuable opportunities for learning, networking, and professional growth. Highlights include case studies, panel discussions, and workshops that delve into innovative solutions to enhance the quality of life for beneficiaries while safeguarding their public benefits. Whether you’re new to special needs planning or a seasoned expert, this event provides actionable knowledge and tools to navigate the challenges of this ever-changing field.
October 22-24, 2025
Clearwater Beach, Florida
Registration
If you are unable to attend in-person or virtually during the event dates, you may order Program Recordings and Materials using this FORM.
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Program Schedules
Pre-Conference Programs - Wed., October 22, 2025
Main Conference - Thurs. and Fri., October 23-24, 2025
Pricing
Early Bird Pricing (Ends September 20, 2025)
Veterans Benefits Intensive: $249
Veterans Benefits Intensive & Main Conference: $875
LTSS Boot Camp: $399
LTSS Boot Camp & Main Conference: $975
Tax Intensive: $399
Tax Intensive & Main Conference: $975
Pooled Trusts Intensive: $399
Pooled Trusts Intensive & Main Conference: $975
Main Conference: $699
Regular Pricing (After September 20, 2025)
Veterans Benefits Intensive: $249
Veterans Benefits Intensive & Main Conference: $950
LTSS Boot Camp: $425
LTSS Boot Camp & Main Conference: $1049
Tax Intensive: $425
Tax Intensive & Main Conference: $1049
Pooled Trusts Intensive: $425
Pooled Trusts Intensive & Main Conference: $1049
Main Conference: $749
Pre-Conference Programs (Wednesday, October 22, 2025)
Veterans Benefits Intensive: $249
LTSS Boot Camp: $399
Tax Intensive: $399
Pooled Trusts Intensive: $399
Main Conference (Thursday and Friday, October 23 and 24, 2025)
Main Conference: $699
Accommodations
Speakers

Hon. Michael Allen
US Court of Appeals for Veterans Claims
Washington, DC

Mark Bauer
Stetson Law
Gulfport, FL

Jason Bent
Stetson Law
Gulfport, FL

Debra Boje
Gunster
Tampa, FL
More Speakers

Megan Brand
CFPD
Denver, CO

Kenneth Brown
Retired, Social Security Administration
Baltimore, MD

Jennifer Burdick
Community Legal Services of Philadelphia
Philadelphia, PA

Alice Burns
KFF
Arlington, VA

Roxanne Chang
Attorney and Counselor
Plymouth, MI

Marco Chayet
Chayet & Danzo, LLC
Denver, CO

Michael Cognetti
Swartz Campbell
Philadelphia, PA

Chuck Collier
Colvent Group
Fairview Heights, IL

Stephen Dale
The Dale Law Firm, PC
Pacheco, CA

John DeSantis
Levine DeSantis
Springfield, NJ

Jeff Eckert
SEN Law, PLLC
Sarasota, FL

Eric Einhart
Russo Law Group
Garden City, NY

Robert Fechtman
Fechtman Law Office
Indianapolis, IN

Robert Fleming
Fleming & Curti, PLC
Tucson, AZ

Roberta Flowers
Stetson Law
Gulfport, FL

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

Elizabeth N.R. Friman
Fleming & Curti, PLC
Tucson, AZ

Jeffrey M. Gad
Johnson Pope Bokor Ruppel & Burns, LLP
Tampa, FL

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

Susie Germany
The Germany Law Firm, P.C.
Erie, CO

David Goldfarb
Jewish Federations of North America
Washington, D.C.

Haley Greer
The Arc of Texas
Austin, TX

Kevin Hayde
WISPACT, Inc.
Madison, WI

Marielle Hazen
Hazen Law Group LLC
Harrisburg, PA

Mary Alice Jackson
Boyer & Boyer, P.A.
Pensacola, FL

Shannon Laymon-Pecoraro
East Coast Elder Law
Virginia Beach, VA

David Lipschutz
Center for Medicare Advocacy
Washington, DC

Janet Lowder
Hickman & Lowder, Co., LPA
Cleveland, OH

Bob Mason
Mason Law, PC
Charlotte, NC

Lauren Mechaly
Rivkin Radler, LLP
Hackensack, NJ

Frederick Misilo, Jr.
Fletcher Tilton PC
Worcester, MA

Elizabeth Moran
The Arc of Colorado
Denver, CO

Rebecca Morgan
Stetson University College of Law
Gulfport, FL

Stephen Morris
The Arc of Farmington Valley, Inc
Canton, CT

Michelle Mulvena
Mulvena Winston, PC
Stoneham, MA

Patricia Nadeau
The Arc of Farmington Valley, Inc
Canton, CT

Ellen Nalven
PLAN of NJ
Bridgewater, NJ

Mary O'Byrne
O'Byrne Law, LLC
Riderwood, MD

Amy O'Hara
Littman Krooks LLP
Rye Brook, NY

Ethan Ordog
Begley Law Group
Stone Harbor, NJ

Tara Anne Pleat
Wilcenski & Pleat PLLC
Clifton Park, NY

Bryn Poland
Mayo & Poland
Baytown, TX

Craig Reaves
Complete Estate and Probate Law, LLC
Kansas City, MO

Kandace Rudd
Waldoch and McConnaughhay, P.A.
Tallahassee, FL

Vincent Russo
Russo Law Group
Garden City, NY

Charles Sabatino
Independent Consultant
Arlington, VA

Anna Sappington
Anna Sappington, Esq.
Jenkintown, PA

Stacey-Rae Simcox
Stetson University College of Law
Gulfport, FL

Christopher Smith
Chalgian & Tripp Law Office PLLC
Southfield, MI

Thomas Smith
Thomas Smith Law Firm
Hot Springs, AR

Emily Starr
Starr Traiger
Worcester, MA

Christopher Steele
Bernstein Private Wealth Management
Atlanta, GA

Bridget O'Brien Swartz
Mission Management & Trust Company
Phoenix, AZ

Jeanne Sydenstricker
Solon, OH

Kerry Tedford-Coles
PLAN of CT
Wethersfield, CT

Anthony Verdeja
Family Center on Deafness
St. Petersburg, FL

Peter J Wall
True Link
Denver, CO

Shirley Whitenack
Paramus, NJ

Neal Winston
Mulvena Winston, PC
Stoneham, MA

Michelle Wolf
The Jewish Los Angeles Special Needs Trust
Los Angeles, CA
Stuart Zimring
Law Offices of Stuart D. Zimbring
Los Angeles, CA
Sponsors and Exhibitors
Sponsor and Exhibitor spaces are full for 2025. If you would like to be placed on the wait list for 2026, please email Jessica Zook.