Conference participants

2019 National Conference on Special Needs Planning and Special Needs Trusts

Oct. 16-18, 2019
The Vinoy Renaissance St. Petersburg Resort & Golf Club
St. Petersburg, Florida

Celebrating over 20 years, the 2019 National Conference on Special Needs Planning and Special Needs Trusts is the premier conference for you and your colleagues to attend! This conference is a must for anyone working in the field of special needs planning. The conference offers four pre-conferences Tax Instense, Pooled Trusts Intensive, Veterans Benefits, SSA Boot Camp (new this year) along with the two-day national conference.

Pre-Conferences | Wednesday, Oct. 16, 2019

  • Tax Intensive: Full-day program, with breakouts, will focus on the tax issues in special needs planning from experts in the field of tax and planning from across the country.
  • Pooled Trusts Intensive: Full-day program, with breakouts, will focus on issues for pooled trusts administrators, attorneys and others who work with pooled trusts.
  • SSA Mechanics Boot Camp:  This new half-day program features three general sessions with up-to-date information on POMS, appeals hearings and what to do next. 
  • Veterans Benefits Intensive: Half-day program, featuring three hours of training on veterans benefits with the Honorable Michael P. Allen, U.S. Court of Appeals for Veterans Claims, and Professor Stacey-Rae Simcox, Stetson University College of Law. It will also feature an overview of the Office of General Counsel of the Department of Veterans Affairs by the VA General Counsel, and an update from Chief Judge Robert N. Davis, U.S. Court of Appeals for Veterans Claims.

VA accreditation requires approval from a State bar association and must also satisfy the requirements of 38 C.F.R. § 14.629(b)(1)(iii), Stetson University College of Law will apply to the state of Florida for CLE credit and the agenda will meet the requirements of 38 C.F.R. § 14.629(b)(1)(iii). Attendees will then be required to submit on their own for VA accreditation. 

National Conference | Oct. 17–18, 2019

  • The conference will start on Thursday and Friday mornings with general sessions on a variety of important topics, followed by breakout sessions on cutting-edge topics in the afternoon. Friday morning starts with a presentation by a representative from the Office of Income Security Program (via video conference) followed by the not-to-be-missed experts panel. The conference closes with the popular The Update by Robert W. Fechtman and Robert B. Fleming.