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
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
The Honorable Michael Allen
Judge, U.S. Court of Appeals for Veterans Claims
Washington, D.C.
Imani Boykin
Megan Brand
Colorado Fund for People with Disabilities (CFPD)
Denver, CO
More Speakers
Kenneth Brown
Deputy Office Director, Social Security Administration
Baltimore, MD
Roxanne Chang
Attorney and Counselor
Plymouth, MI
Stephen Dale
The Dale Law Firm, PC
Pacheco, CA
Hyman Darling
Bacon Wilson
Springfield, MA
Eric DeGroot
Wispact, Inc.
Madison, WI
Slade Dukes
Boyer & Boyer, P.A.
Sarasota, FL
Robert Fechtman
Fechtman Law Office
Indianapolis, IN
Heidi Flatt
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
College Station, 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
Mary Alice Jackson
Boyer & Boyer, P.A.
Sarasota, FL
Emily Kile
Kile Law Firm, P.C.
Scottsdale, AZ
Andrew Komarow
Planning Across the Spectrum
Bryan Kreitzberg
Shannon Laymon-Pecoraro
Parks Ziegler, PLLC
Virginia Beach, VA
David Lipschutz
Janet Lowder
Hickman Lowder, Co., LPA
Cleveland, OH
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
Ellen Nalven
Plan | NJ
Somerville, NJ
Mary Carol Peterson
Accessible Design Solutions
St. Petersburg, FL
Anna Sappington
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
Bridget O'Brien Swartz
Mission Management & Trust Company
Phoenix, AZ
Meredith Taylor
IMT Associates
San Leandro, CA
Kerry Tedford-Coles
PLAN of CT
Westhersfield, CT
Herb Thomas
Kairos Fiduciary Services
Almeda, CA
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
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.