National Conference on Special Needs Planning and Special Needs Trusts

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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

REGISTER

If you are unable to attend in-person or virtually during the event dates, you may order Program Recordings and Materials using this FORM


Join our mailing list for updates!


Program Schedules

Pre-Conference Programs - Wed., October 22, 2025

Veterans Benefits Intensive

LTSS Boot Camp

Tax Intensive

Pooled Trusts Intensive

Main Conference - Thurs. and Fri., October 23-24, 2025

Thursday Schedule

Friday Schedule


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

Conference Hotel Information


Speakers

Hon. Michael Allen
Hon. Michael Allen

US Court of Appeals for Veterans Claims
Washington, DC

Mark Bauer
Mark Bauer

Stetson Law
Gulfport, FL

Jason Bent
Jason Bent

Stetson Law
Gulfport, FL

Debra Boje
Debra Boje

Gunster
Tampa, FL

Megan Brand
Megan Brand

CFPD
Denver, CO

Kenneth Brown
Kenneth Brown

Retired, Social Security Administration
Baltimore, MD

Jennifer Burdick
Jennifer Burdick

Community Legal Services of Philadelphia
Philadelphia, PA

Alice Burns
Alice Burns

KFF
Arlington, VA

roxanne chang
Roxanne Chang

Attorney and Counselor
Plymouth, MI

marco chayet
Marco Chayet

Chayet & Danzo, LLC
Denver, CO

Michael Cognetti
Michael Cognetti

Swartz Campbell
Philadelphia, PA

Chuck Collier
Chuck Collier

Colvent Group
Fairview Heights, IL

Steve Dale
Stephen Dale

The Dale Law Firm, PC
Pacheco, CA

John DeSantis
John DeSantis

Levine DeSantis
Springfield, NJ

Jeff Eckert
Jeff Eckert

SEN Law, PLLC
Sarasota, FL

Eric Einhart
Eric Einhart

Russo Law Group
Garden City, NY

Robert Fechtman
Robert Fechtman

Fechtman Law Office
Indianapolis, IN

 Robert Fleming
Robert Fleming

Fleming & Curti, PLC
Tucson, AZ

Roberta Flowers
Roberta Flowers

Stetson Law
Gulfport, FL

Bradley Frigon
Bradley J. Frigon

Law Offices of Bradley J Frigon, LLC
Englewood, CO

Elizabeth Friman
Elizabeth N.R. Friman

Fleming & Curti, PLC
Tucson, AZ

Jeffrey Gad
Jeffrey M. Gad

Johnson Pope Bokor Ruppel & Burns, LLP
Tampa, FL

Brenna Galvin
Brenna Galvin

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

Susie Germany
Susie Germany

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

David Goldfarb
David Goldfarb

Jewish Federations of North America
Washington, D.C.

Haley Greer
Haley Greer

The Arc of Texas
Austin, TX

Kevin Hayde
Kevin Hayde

WISPACT, Inc.
Madison, WI

Marielle Hazen
Marielle Hazen

Hazen Law Group LLC
Harrisburg, PA

Mary Alice Jackson
Mary Alice Jackson

Boyer & Boyer, P.A.
Pensacola, FL

Shannon Laymon-Pecoraro
Shannon Laymon-Pecoraro

East Coast Elder Law
Virginia Beach, VA

David Lipschutz
David Lipschutz

Center for Medicare Advocacy
Washington, DC

Janet Lowder
Janet Lowder

Hickman & Lowder, Co., LPA
Cleveland, OH

Bob Mason
Bob Mason

Mason Law, PC
Charlotte, NC

Lauren Mechaly
Lauren Mechaly

Rivkin Radler, LLP
Hackensack, NJ

Frederick Misilo
Frederick Misilo, Jr.

Fletcher Tilton PC
Worcester, MA

elizabeth moran
Elizabeth Moran

The Arc of Colorado
Denver, CO

becky morgan
Rebecca Morgan

Stetson University College of Law
Gulfport, FL

Stephen Morris
Stephen Morris

The Arc of Farmington Valley, Inc
Canton, CT

Michelle Mulvena
Michelle Mulvena

Mulvena Winston, PC
Stoneham, MA

Patricia Nadeau
Patricia Nadeau

The Arc of Farmington Valley, Inc
Canton, CT

Ellen Nalven
Ellen Nalven

PLAN of NJ
Bridgewater, NJ

Mary O'Byrne
Mary O'Byrne

O'Byrne Law, LLC
Riderwood, MD

Amy O'Hara
Amy O'Hara

Littman Krooks LLP
Rye Brook, NY

ethan ordog
Ethan Ordog

Begley Law Group
Stone Harbor, NJ

tara anne pleat
Tara Anne Pleat

Wilcenski & Pleat PLLC
Clifton Park, NY

bryn poland
Bryn Poland

Mayo & Poland
Baytown, TX

Craig Reaves
Craig Reaves

Complete Estate and Probate Law, LLC
Kansas City, MO

Kandace Rudd
Kandace Rudd

Waldoch and McConnaughhay, P.A.
Tallahassee, FL

Vincent Russo
Vincent Russo

Russo Law Group
Garden City, NY

Charles Sabatino
Charles Sabatino

Independent Consultant
Arlington, VA

Anna Sappington
Anna Sappington

Anna Sappington, Esq.
Jenkintown, PA

stacey rae simcox
Stacey-Rae Simcox

Stetson University College of Law
Gulfport, FL

christopher smith for snt
Christopher Smith

Chalgian & Tripp Law Office PLLC
Southfield, MI

Thomas Smith
Thomas Smith

Thomas Smith Law Firm
Hot Springs, AR

Emily Starr
Emily Starr

Starr Traiger
Worcester, MA

Christopher Steele
Christopher Steele

Bernstein Private Wealth Management
Atlanta, GA

bridget obrien swartz
Bridget O'Brien Swartz

Mission Management & Trust Company
Phoenix, AZ

Jeanne Sydenstricker
Jeanne Sydenstricker


Solon, OH

Kerry Tedford-Coles
Kerry Tedford-Coles

PLAN of CT
Wethersfield, CT

Anthony Verdeja
Anthony Verdeja

Family Center on Deafness
St. Petersburg, FL

Peter Wall
Peter J Wall

True Link
Denver, CO

Shirley Whitenack
Shirley Whitenack


Paramus, NJ

Neal Winston
Neal Winston

Mulvena Winston, PC
Stoneham, MA

Michelle Wolf
Michelle Wolf

The Jewish Los Angeles Special Needs Trust
Los Angeles, CA

stuart zimring
Stuart Zimring

Law Offices of Stuart D. Zimbring
Los Angeles, CA


Sponsors and Exhibitors

2025 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.