2023
National Conference on Special Needs Planning and Special Needs Trusts
October 18-20, 2023
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
Unable to attend in-person or the live webcast? Order conference materials and program recordings here!
Accommodations
View accommodation options for the Conference
Schedule
SSA Mechanics Boot Camp: Wednesday, October 18, 2023
Veterans Benefits Intensive: Wednesday, October 18, 2023
Tax Intensive: Wednesday, October 18, 2023
Pooled Trusts Intensive: Wednesday, October 18, 2023
National Conference: Thursday, October 19, 2023
National Conference: Friday, October 20, 2023
Speakers
Hon. Michael Allen
Judge, U.S. Court of Appeals for Veterans Claims
Washington, D.C.
Andrew Appleby
Associate Professor of Law
Stetson College of Law
Gulfport, FL
Mark D. Bauer
Professor of Law, Associate Director, Center for Elder Justice
Stetson College of Law
Gulfport, FL
More Speakers
Megan Brand
Colorado Fund for People with Disabilities (CFPD)
Denver, CO
Kenneth Brown
Deputy Office Director, Social Security Administration
Baltimore, MD
Roxanne Chang
Attorney and Counselor
Plymouth, MI
Mason Clark
Bruce R. Jacob Visiting Assistant Professor of Law
Stetson College of Law
Gulfport, FL
Gene Coffey
Centers for Medicare & Medicaid Services
Washington, DC
Stephen Dale
The Dale Law Firm, PC
Pacheco, CA
Hyman Darling
Bacon Wilson
Springfield, MA
Slade Dukes
Boyer & Boyer, P.A.
Sarasota, FL
Katie Everlove-Stone
Everlove Legal, PLLC
St. Petersburg, FL
Robert Fechtman
Fechtman Law Office
Indianapolis, IN
Heather Fisher
Fisher Fiduciary Services, Inc.
Manteca, CA
Heidi Flatt
Family Network on Disabilities
Clearwater, FL
Amanda Flood
Social Security Administration
Dallas, TX
Bradley J. Frigon
Law Offices of Bradley J. Frigon, LLC
Englewood, CO
Elizabeth N.R. Friman
Fleming & Curti, PLC
Tuscon, AZ
Brenna Galvin
Maser, Amundson & Boggio, P.A.
Richfield, MN
Dr. Tracey Gendron
Virginia Commonwealth University
Richmond, VA
David Goldfarb
The Arc
Washington, D.C.
H. Amos Goodall
State College, PA
Rachel Green
TEAM Risk Management Strategies
San Diego, CA
Haley Greer
The Arc of Texas Master Pooled Trust
Austin, TX
Kevin Hayde
Wispact, Inc.
Madison, WI
Marielle Hazen
Hazen Law Group
Harrisburg, PA
Barb Helm
Acare, Inc.
Overland Park, KS
Emily Kile
Kile Law Firm, P.C.
Scottsdale, AZ
Karen Konvicka
True Link Financial
San Francisco, CA
Bryan Kreitzberg
True Link Financial
Denver, CO
Shannon Laymon-Pecoraro
Parks Ziegler, PLLC
Virginia Beach, VA
Elena Lidrbauch
Hickman, Lowder, Lidrbauch & Welch, L.P.A
Cleveland, OH
David Lipschutz
Center for Medicare Advocacy
Washington, DC
Janet Lowder
Hickman, Lowder, Lidrbauch & Welch, L.P.A
Cleveland, OH
William Lucius
Raymond James Trust
St. Petersburg, FL
Hon. Ana Maria Luna
Superior Court of Los Angeles County
Los Angeles, CA
Yolanda Mazyck
Shared Horizons
Washington, D.C.
Letha McDowell
Hook Law Center
Virginia Beach, VA
Rebecca Morgan
Stetson University College of Law
Gulfport, FL
Mark Munson
Ruder Ware
Wausau, WI
Dolores Murawski
St. Petersburg, FL
Ellen Nalven
Plan | NJ
Somerville, NJ
Mary Carol Peterson
Accessible Design Solutions
St. Petersburg, FL
Kevin Rabin
Three Rivers Legal Services, Inc.
Gainesville, FL
Craig Reaves
Reaves Law Firm, PC
Kansas City, MO
Avram Sacks
Attorney at Law
Skokie, IL
Anna Sappington
Law Office of Anna Sappington
Jenkintown, PA
Cheryl Severson
TEAM Risk Management Solutions
San Diego, CA
Ryann Siclari
Porzio, Bromberg & Newman
Morristown, NJ
Stacey-Rae Simcox
Stetson University College of Law
Gulfport, FL
Suzette Sims
McQuaide Blasko, Inc.
State College, PA
Bridget O'Brien Swartz
Mission Management & Trust Company
Phoenix, AZ
Kerry Tedford-Coles
PLAN of CT
Westhersfield, CT
Deborah Thrope
National Housing Law Project
San Francisco, CA
Jennifer VanderVeen
VanderVeen Elder and Special Needs Law
Mishawaka, IN
Andrew Vazquez
Asbury Law Firm
Atlanta, GA
Peter J. Wall
True Link Financial
San Francisco, CA
Deirdre Wheatley-Liss
Porzio, Bromberg & Newman
Morristown, NJ
Shirley Whitenack
Schneck, Price, Smith, & King, LLP
Paramus, NJ
Neal Winston
Mulvena Winston, PC
Stoneham, MA
Mark Zdrojewski
Strobel Design Build
St. Petersburg, FL
Stuart Zimring
Law Offices of Stuart D. Zimbring
Los Angeles, CA
Sponsors & Exhibitors
Stetson Law wishes to thank the following Sponsors and Exhibitors for their support of the 2023 National Conference on Special Needs Planning and Special Needs Trusts.