2022 National Conference on Special Needs Planning and Special Needs Trusts

 

October 12-14, 2022

We are excited to be back at the beautiful Vinoy Renaissance Resort & Golf Club in St. Petersburg, Florida for the 2022 Conference! 

Celebrating 24 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 the in-person event or the live webcast?  Click Here  to purchase program recordings and materials.

Accommodations

View hotel accommodations for the conference this year.

Accomodations

Schedule

SSA Mechanics Boot Camp

 

Wednesday, October 12, 2022
 
Veterans Benefits Intensive

 

Wednesday, October 12, 2022
 
Tax Intensive

 

Wednesday, October 12, 2022
 
Pooled Trusts Intensive

 

Wednesday, October 12, 2022
 
National Conference - Thursday

 

Thursday, October 13, 2022
 
National Conference - Friday

 

Friday, October 14, 2022
 

Speakers

Honorable Michael Allen

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

 

Michael Amoruso

Amoruso & Amoruso, LLP
Rye Brook, NY

 

Megan Brand

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

 

Kenneth A. Brown

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

 

Ashley Krenelka Chase

Assistant Professor of Law, Stetson University College of Law
Gulfport, FL

 

Gene Coffey

Centers for Medicare & Medicaid Services
Washington, DC

 

Stephen Dale

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

 

Hyman Darling

Bacon Wilson
Springfield, MA

 

Eric DeGroot

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

 

Michelle Detweiler

PARC Center for Disabilities
Clearwater, FL

 

Crystal West Edwards

Porzio, Bromberg & Newman, PC
Morristown, NJ

 

Robert W. Fechtman

Fechtman Law Office,
Indianapolis, IN

 

Travis D. Finchum

Special Needs Lawyers, P.A.
Clearwater, FL

 

Robert B. Fleming

Fleming & Curti, PLC
Tucson, AZ

 

Amanda Flood

Social Security Administration
Dallas, TX

 

Bradley J. Frigon

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

 

Elizabeth Friman

Fleming & Curti, PLC
Tucson, AZ

 

Brenna Galvin

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

 

Amos Goodall

Steinbacher, Goodall, & Yurchak
Williamsport, PA

 

Rachel Green

TEAM Risk Management Strategies
San Diego, CA

 

Sarah Grimes

NYSARC Trust Services
Latham, NY

 

Barb Helm

Arcare, Inc.,
Overland Park, KS

 

Steven Hitchcock

Hitchcock Law Group
Clearwater, FL

 

Sally Hurme

Elder Law Expert and Author
Bridgewater, VA

 

Lisa Iezzoni

Harvard Medical School Health Policy Research Center, Mongan Institute Massachusetts General Hospital
Boston, MA

 

Donna Jackson

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

 

Mary Alice Jackson

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

 

Lloyd King

Lloyd King Law Firm PLLC
Raleigh, NC

 

Michael A. Kirtland

Kirtland & Seal LLC
Colorado Springs, CO

 

Howard Krooks

Cozen O'Connor
Boca Raton, FL

 

Shannon Laymon-Pecoraro

Hook Law Center
Virginia Beach, VA

 

Janet Lowder

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

 

Darryl Lynch

Oppenheimer & Co., Inc.,
Bellevue, WA

 

Kim C. Martin

Harrison & Held, LLP
Atlanta, GA

 

Yolanda Mazyck

Executive Director, Shared Horizons
Washington, D.C.

 

Cindy McDonald

KeyBank
Albany, NY

 

Letha McDowell

Hook Law Center
Virginia Beach, VA

 

Rebecca Morgan

Professor of Law, Boston Asset Management Chair in Elder Law and Director, M.J. in Healthcare Compliance
Stetson College of Law
Gulfport, FL

 

Mark D. Munson

Ruder Ware,
Wausau, WI

 

Bridget O'Brien Swartz

Mission Management & Trust Company,
Phoenix, Arizona

 

Amy Orlando

Law Offices of Amy E. Orlando, LLC
Cheshire, CT

 

Peter Palumbo

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

 

Rebecca Pauls

Planned Lifetime Advocacy Network (PLAN)
Vancouver, CA

 

Valerie Peterson

ElderCounsel, LLC
Bend, OR

 

Bryn Poland

Mayo & Poland,
Baytown, TX

 

Craig Reaves

Reaves Law Firm, PC
Kansas City, MO

 

Dennis Sandoval

Sandoval Legacy Group
Riverside, CA

 

Stacey-Rae Simcox

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

 

Emily Smith

Wyoming Guardianship Corporation
Cheyenne, WY

 

Monica Sosnowitz

First Step Counseling Services
Metuchen, NJ

 

Henry Strong

JMW Settlements LLC
Washington, DC

 

Kerry Tedford-Coles

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

 

Herb Thomas

Kairos Fiduciary Services
Alameda, CA

 

Jennifer Tindell

Raymond James Trust
St. Petersburg, FL

 

Scott Turnquest

True Link Financial Advisors
San Francisco, CA

 

Jennifer VanderVeen

Tuesley, Hall & Konopa, LLP
South Bend, IN

 

Louis Virelli

Professor of Law, Stetson University College of Law
Gulfport, FL

 

Peter J. Wall

True Link Financial Advisors
San Francisco, CA

 

Deirdre Wheatley-Liss

Porzio, Bromberg & Newman
Morristown, NJ

 

Shirley Whitenack

Schenck, Price, Smith & King
Florham Park, NJ

 

Elizabeth Yoder

Planning Across the Spectrum
Farmington, CT

 

Stuart Zimring

Law Offices of Stuart D. Zimring,
Encino, CA

 

Sponsors & Exhibitors

Sponsors & Exhibitors

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.