2021 National Conference on Special Needs Planning and Special Needs Trusts


October 13-15, 2021

We are excited to be back in-person for the 2021 Conference at the beautiful Vinoy Renaissance Resort & Golf Club in St. Petersburg, Florida!

Celebrating 23 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.


Unable to attend in person? Click the Register Now button above to register for the National Conference’s Live Webcast! Or purchase full Program Recordings by using this form. Please note that the pre-conference programs will be not be webcast.


View hotel accommodations for the conference this year.


SSA Mechanics Boot Camp


Wednesday, October 13, 2021
Veterans Benefits Intensive


Wednesday, October 13, 2021
Tax Intensive


Wednesday, October 13, 2021
Pooled Trusts Intensive


Wednesday, October 13, 2021
National Conference


Thursday, October 14, 2021
National Conference


Friday, October 15, 2021


Judge Michael P. Allen

United States Court of Appeals for Veterans Claims
Washington, D.C.


Michael Amoruso

Amoruso & Amoruso, LLP
Rye Brook, NY


Caitlin Bailey

Director of Research and Evaluation at the University of Delaware
Newark, DE


Nick Barton

Executive Director, Advocates and Guardians for the Elderly and Disabled, Inc.,
Longwood, FL


Francesco Benavides

Law Offices of Francesco Benavides
Walnut Creek, CA


Megan Brand

Executive Director of Colorado Fund for People with Disabilities
Denver, CO


Kenneth Brown

Attorney at Law and Retired Deputy Office Director, Social Security Administration
Baltimore, MD


Gene Coffey

Centers for Medicare and Medicaid Services, U.S. Department of Health and Human Services
Baltimore, MD


Stephen Dale

The Dale Law Firm, P.C.,
Pacheco, CA


Hyman G. Darling

Bacon Wilson, P.C.
Springfield, MA


Chandler DeBolt


Lisa DeBolt


Katy DeBriere

Florida Health Justice Project
Jacksonville, FL


Eric DeGroot

Foundation Director, Wisconsin Pooled and Community Trust, Inc.,
Madison, WI


Jeff N. Eckert

Sarasota, FL


Crystal West Edwards

Porzio, Bromberg & Newman, PC
Morristown, NJ


Steven Eidelman

Professor, University of Delaware
Newark, DE


Robert W. Fechtman

Fechtman Law Office,
Indianapolis, IN


Robert B. Fleming

Fleming & Curti, PLC
Tucson, AZ


Roberta Flowers

Professor of Law and Director, Center for Excellence in Elder Law
Stetson University College of Law
Gulfport, FL


Thomas Foley

Executive Director, National Disability Institute,
Washington, D.C.


Bradley J. Frigon

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


Roy Froemming

Froemming Law Office, Madison,
Madison, WI


Corina Gilden

University of Delaware
Newark, DE


Amos Goodall

Steinbacher, Goodall, & Yurchak
Williamsport, PA


Margaret Graham

Pregenzer, Basinger, Wideman & Sale, PC
Albuquerque, NM


Haley Greer

Director of Master Pooled Trust, The Arc of Texas
Austin, TX


Dr. Amber Gum

University of South Florida
Tampa, FL


Laurie Hanson

Northwoods Law Group, P.A,
St. Louis Park, MN


Kevin Hayde

Executive Director, Wisconsin Pooled and Community Trust, Inc.
Madison, WI


Marielle Hazen

Hazen Law Group
Harrisburg, PA


Barb Helm

Arcare, Inc.,
Overland Park, KS


John B. Henry

The Law Office of John B. Henry, III, PLLC
Rockwall, Texas


Donna Jackson

Donna J. Jackson & Associates, PLLC
Oklahoma City, OK


Doug Jackson

Deputy Director, Office of the Ohio Treasurer of State,
Dayton, OH


Mary Alice Jackson

Boyer & Boyer, P.A.,
Sarasota, FL


Emily Kile

Kile Law Firm, P.C.
Scottsdale, AZ


Ann Koerner

National Care Advisors
Powell, OH


Shannon Laymon-Pecoraro

Hook Law Center
Virginia Beach, VA


Janet Lowder

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


William D. Lucius

Raymond James Trust,
St. Petersburg, FL


Darryl Lynch

The Lynch Group of Oppenheimer & Co., Inc.,
Bellevue, WA


Kim C. Martin

Nadler Biernath, LLC,
Peachtree Corners, GA


Jonathan Martinis

Burton Blatt Institute at Syracuse University,
Syracuse, NY


Yolanda Mazyck

Executive Director, Shared Horizons
Washington, D.C.


James McCarten

Burr & Forman, LLP,
Atlanta, GA


Janet Montgomery

Nisen & Elliott, LLC
Chicago, IL


Mark D. Munson

Ruder Ware,
Wausau, WI


Mary O’Byrne

O’Byrne Law, LLC,
Lutherville-Timonium, MD


Peter Palumbo

The Palumbo Group of Oppenheimer & Co., Inc.,
St. Louis, MO


Dr. Elizabeth Perkins

Research Associate Professor and FCIC Associate Director
Tampa, FL


Bryn Poland

Mayo & Poland,
Baytown, TX


Robyn Powell

Bruce R. Jacob Visiting Assistant Professor,
Stetson University College of Law
Gulfport, FL


Sharon Reich

Senior Trust Advisor, Advocates and Guardians for the Elderly and Disabled, Inc.,
Orlando, FL


Dr. Leah Sera

Associate Professor of Pharmacy Practice and Science, School of Pharmacy,
University of Maryland


Stacey-Rae Simcox

Professor of Law, Director of Veterans Law Institute and Director of Veterans Advocacy Clinic,
Stetson University College of Law
Gulfport, FL


Sarah Somers

National Health Law Program,

Chapel Hill, NC


Bridget Swartz

Dyer, Bregman & Ferris, PLLC,
Phoenix, Arizona


Kerry Tedford-Coles

Executive Director of Planned Lifetime Assistance Network of Connecticut, Inc. (PLAN of CT),
Wethersfield, CT


Jennifer VanderVeen

Tuesley, Hall & Konopa, LLP
South Bend, IN


Peter J. Wall

Director of Fiduciary Services, True Link Financial
South Bend, IN


Shirley Whitenack

Schenck, Price, Smith & King
Florham Park, NJ


Morgan Whitlatch

Legal Director of Quality Trust for Individuals with Disabilities
Washington, D.C.


Neal Winston

Winston Law Group, LLC
Stoneham, MA


Michelle Wright


Stuart Zimring

Law Offices of Stuart D. Zimring,
Encino, CA


CLE Information

Stetson University College of Law does not pay for accreditation of CLE credits in states other than Florida. The Office of Professional Education will provide you with the materials you need to submit CLEs in your own state.

Although we only apply for CLE in the states of Florida and Pennsylvania 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.