17^th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

PRESENTED BY
The University of Texas School of Law
The Wealth Management and Trust Division of the Texas Bankers Association

Live Webcast Mar 4-5, 2021
Conference Concluded

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Overview

The 17th Annual Changes and Trends Affecting Special Needs Trusts virtually brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s virtual program includes:

An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, transfers to pooled trusts, and ABLE updates and basics.
SNT Lagniappe – Forms to Support Your SNT Practice.
The Masters of SNT—What I Know Now That I Wish I Had Known Back Then.
Learn about tax basics of a SNT along with information on planning for the estate tax exemption.
Insight on the housing problems and solutions for housing beneficiaries and real estate in trusts.
A variety of other SNT topics, including program benefits for family caregivers, guiding family trustees, reporting for trusts, SSI applications process for children and adults, and more.
A virtual exhibit hall highlighting the services and products offered by our sponsors and exhibitors.

Following the webcast, attendees will receive a free, on-demand eSupplement that will bring their total available hours to 15.00, including 3.00 hours of ethics.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Day 1 March 4, 2021
Day 2 March 5, 2021

Time

Credit

Subject

Speaker
Thursday Morning, Mar. 4, 2021
Presiding Officer:
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
8:35 am

Welcoming Remarks
8:45 am

1.00 hr

SNT Basics

Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples.

Molly Abshire, Wright Abshire, Attorneys - Bellaire, TX

Molly Abshire, Wright Abshire, Attorneys - Bellaire, TX
9:45 am

5-Minute Break
9:50 am

0.75 hr

Trustee Bootcamp-Checklists for the New Trustee

The complexity of trust administration has increased rapidly over the years. While the needs of the beneficiaries have become more complex (complicated families, investments, social media, and changing tax laws), the responsibilities, duties, and liabilities of the trustee have not changed. The presentation includes 12 administrative checklists that a trustee can use to get to a better outcome for the beneficiaries and for the trustee to minimize their liability.

Dave Folz, Trust Counselor LLC - Dallas, TX

Dave Folz, Trust Counselor LLC - Dallas, TX
10:35 am

5-Minute Break
10:40 am

1.00 hr
0.50 hr ethics

Maximizing Public Benefits: Basics and Updates

Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes.

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
11:40 am

5-Minute Break
11:45 am

0.75 hr
0.25 hr ethics

Pooled Trusts: Your Answer to Transfers and Over 65 Strategies

Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option.

Haley D. Greer, The Arc of Texas - Austin, TX

Haley D. Greer, The Arc of Texas - Austin, TX
12:30 pm

Break for Lunch and Visit Exhibitors—Presentations Resume at 1:00 p.m.

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
Thursday Afternoon, Mar. 4, 2021
Presiding Officer:
Chelsea Brown, Texas Bankers Association - Austin, TX
1:00 pm

0.50 hr

Reporting a Trust

Address practical steps in determining when, how, and to whom special needs trusts should be reported.

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
1:30 pm

5-Minute Break
1:35 pm

0.75 hr

Case Law and Legislative Update

An exploration and analysis of recent Texas and national cases and legislation involving special needs trusts.

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
2:20 pm

5-Minute Break
2:25 pm

0.75 hr
0.25 hr ethics

ABLE Updates and Basics

This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall, True Link Financial - Denver, CO

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall, True Link Financial - Denver, CO
3:10 pm

15-Minute Break to Visit Exhibitors

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
3:25 pm

0.50 hr
0.25 hr ethics

Paying the Family Caregiver

With declining tax revenues and increased infection risk, more people will be cared for at home. Finding ways for family members to provide care while not sacrificing their own or other family members' well-being is both necessary and challenging.

Terry Garrett, The Garrett Law Firm, PLLC - Austin, TX
Melanie Ibarra, The Garrett Law Firm, PLLC - Austin, TX

Terry Garrett, The Garrett Law Firm, PLLC - Austin, TX
Melanie Ibarra, The Garrett Law Firm, PLLC - Austin, TX
3:55 pm

5-Minute Break
4:00 pm

1.00 hr
0.50 hr ethics

Housing for Persons with Special Needs - Housing Challenges and Solutions

Address a variety of housing options and how special needs trusts can partner with existing government benefit programs to enhance housing opportunities for beneficiaries and an overview of barriers to developing private group homes, identifying alternative residential models, funding, staffing, management issues, trustee as landlord liability issues, TX rental rules and Fair Housing Act. Explore real life examples of residential options that work.

Moderator:
Nancy Sosa, Cadence Bank - Austin, TX
Panelists:
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
Theresa M. Varnet, Fletcher Tilton, PC, Worcester, MA - Spain, Spain & Varnet, Chicago, IL

Moderator:
Nancy Sosa, Cadence Bank - Austin, TX
Panelists:
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
Theresa M. Varnet, Fletcher Tilton, PC, Worcester, MA - Spain, Spain & Varnet, Chicago, IL
5:00 pm

Adjourn

Time

Credit

Subject

Speaker
Friday Morning, Mar. 5, 2021
Presiding Officer:
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
8:30 am

0.50 hr

ABA and National Alzheimer’s and Dementia Resource Center Resources for SNT Trustees with Elder Orphan Beneficiaries

Charles P. Sabatino, American Bar Association - Washington, DC

Charles P. Sabatino, American Bar Association - Washington, DC
9:00 am

5-Minute Break
9:05 am

0.75 hr
0.25 hr ethics

Taxation of Special Needs Trusts from A to Z

Gain insight into the difference between the taxation of a first party special needs trust and a third party trust. Detail the basics of the taxation of a non-grantor special needs trusts and especially the differences between income for income tax purposes, income for trust accounting purposes and income for government assistance purposes.

Dennis M. Sandoval, Sandoval Legacy Group, a division of Holstrom, Block and Parke - Riverside, CA

Dennis M. Sandoval, Sandoval Legacy Group, a division of Holstrom, Block and Parke - Riverside, CA
9:50 am

5-Minute Break
9:55 am

0.50 hr

Estate Tax Planning and SNTs

It is quite possible that the estate tax exemption will be lowered in the near future, which means that we as estate planning attorneys may be doing more estate tax planning for families with children with disabilities. However, many tax planning techniques could be detrimental to children on government benefits. Crummey withdrawal rights and disclaimers, for example, could disqualify them from SSI or Medicaid. Explore how estate tax planning affects benefits eligibility and possible solutions to avoid negative outcomes.

Tresi Moore Weeks, The Weeks Law Firm, PLLC - Plano, TX

Tresi Moore Weeks, The Weeks Law Firm, PLLC - Plano, TX
10:25 am

20-Minute Break to Visit Exhibitors

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
10:45 am

1.00 hr

SSA Regional Trust Leads Presentation Regarding SSI Trusts

A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including reporting responsibilities, 2020 POMS update, and 2020 case totals. In addition, hear a step-by-step scenario regarding the review of a trust determined countable and available options.

Amanda Flood, U.S. Social Security Administration - Dallas, TX
Dana Marquez, U.S. Social Security Administration - Dallas, TX

Amanda Flood, U.S. Social Security Administration - Dallas, TX
Dana Marquez, U.S. Social Security Administration - Dallas, TX
11:45 am

5-Minute Break
11:50 am

0.50 hr

SSI Application Process for Children and Adults

The SSI application process is deceptively simple. However, there are several things applicants should keep in mind to possibly strengthen their claim or at a minimum make the process as efficient as possible. Explore the basics about the SSI process getting a claim started.

John Driskill, Morgan & Weisbrod, L.L.P. - Houston, TX

John Driskill, Morgan & Weisbrod, L.L.P. - Houston, TX
12:20 pm

40-Minute Break for Lunch—Presentations Resume at 1:00 p.m.

Last chance to visit with our Sponsors in the Virtual Exhibit Hall
Friday Afternoon, Mar. 5, 2021
Presiding Officer:
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
1:00 pm

0.75 hr
0.25 hr ethics

Masters of SNT—What I Know Now That I Wish I Had Known Back Then

Four of our most experienced SNT attorneys share what they have learned that they don’t usually talk about on microphones: how they have found the work they love; developed a passion for forms and systems; attracted and selected the best clients; built supportive and inspiring networks; and learned from their mistakes.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
1:45 pm

15-Minute Break & Vendor Announcements
2:00 pm

0.50 hr
0.25 hr ethics

SNT Lagniappe – Forms to Support Your SNT Practice

While families expect a well-crafted SNT document from their attorney, providing additional reference documents for families and trustees is a valuable gift your client will appreciate.

Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX

Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
2:30 pm

5-Minute Break
Special Keynote Presentation

Introduction by Peter J. Wall, Director of Fiduciary Services True Link Financial, Denver, CO.

Thank you to True Link Financial for support of this session.
2:35 pm

0.75 hr

Breaking Barriers from the Viewpoint of Two Leading Disability Rights Advocates

This presentation will feature Judy Heumann, author of Being Heumann and featured in the award-winning documentary Crip Camp with her guest Liz Weintraub from the Association of University Centers on Disabilities (AUCD). Each of these remarkable women have spent much of their lives breaking down commonly accepted barriers experienced by persons with disabilities. This presentation will not only highlight how each of these advocates have overcome challenges in their lives, but also share their insights about how the special needs trust practitioner can assist persons with disabilities to experience a quality of life that many persons without disabilities take for granted. Please submit any questions you may have for Judy and Liz here.

Moderators:
Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall, True Link Financial - Denver, CO
Panelists:
Judith E. Heumann, International Disability Rights Advocate - Washington, DC
Liz Weintraub, Association of University Centers on Disabilities - Silver Spring, MD

Moderators:
Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall, True Link Financial - Denver, CO
Panelists:
Judith E. Heumann, International Disability Rights Advocate - Washington, DC
Liz Weintraub, Association of University Centers on Disabilities - Silver Spring, MD
3:20 pm

5-Minute Break
3:25 pm

1.00 hr
0.50 hr ethics

How to Reduce Fiduciary Litigation Risks

While no good deed may go unpunished, certainly a trustee who is unconcerned, clueless, unequipped, dishonest or just plain unlucky is likely to be punished. Explore situations where the rights and wants of beneficiaries collide with the powers and responsibilities of trustees.

Moderator:
Richard A. Courtney, Courtney Elder Law Associates - Jackson, MS
Panelists:
Harry S. Margolis, Margolis & Bloom, LLP - Boston, MA
Vincent J. Russo, Russo Law Group, P.C. - Long Island and New York City, NY
Shirley Berger Whitenack, Schenck, Price, Smith & King LLP - Florham Park, NJ

Moderator:
Richard A. Courtney, Courtney Elder Law Associates - Jackson, MS
Panelists:
Harry S. Margolis, Margolis & Bloom, LLP - Boston, MA
Vincent J. Russo, Russo Law Group, P.C. - Long Island and New York City, NY
Shirley Berger Whitenack, Schenck, Price, Smith & King LLP - Florham Park, NJ
4:25 pm

Adjourn

Day 1 March 4, 2021
Day 2 March 5, 2021

Download Schedule

Conference Faculty

Molly Abshire

Wright Abshire, Attorneys
Bellaire, TX

Jennifer L. Coulter

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

Richard A. Courtney

Courtney Elder Law Associates
Jackson, MS

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

John Driskill

Morgan & Weisbrod, L.L.P.
Houston, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Amanda Flood

U.S. Social Security Administration
Dallas, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Dave Folz

Trust Counselor LLC
Dallas, TX

Terry Garrett

The Garrett Law Firm, PLLC
Austin, TX

Haley D. Greer

The Arc of Texas
Austin, TX

John B. Henry III

Law Office of John B. Henry, III, PLLC
Bellaire, TX

Judith E. Heumann

International Disability Rights Advocate
Washington, DC

Melanie Ibarra

The Garrett Law Firm, PLLC
Austin, TX

Mary Alice Jackson

Boyer & Boyer P.A.
Sarasota, FL

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Renée C. Lovelace

The Lovelace Law Firm, P.C.
Austin, TX

Harry S. Margolis

Margolis & Bloom, LLP
Boston, MA

Dana Marquez

U.S. Social Security Administration
Dallas, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Vincent J. Russo

Russo Law Group, P.C.
Long Island and New York City, NY

Charles P. Sabatino

American Bar Association
Washington, DC

Dennis M. Sandoval

Sandoval Legacy Group, a division of Holstrom, Block and Parke
Riverside, CA

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Nancy Sosa

Cadence Bank
Austin, TX

Theresa M. Varnet

Fletcher Tilton, PC, Worcester, MA
Spain, Spain & Varnet, Chicago, IL

Peter J. Wall

True Link Financial
Denver, CO

Tresi Moore Weeks

The Weeks Law Firm, PLLC
Plano, TX

Liz Weintraub

Association of University Centers on Disabilities
Silver Spring, MD

Shirley Berger Whitenack

Schenck, Price, Smith & King LLP
Florham Park, NJ

Planning Committee

Renée C. Lovelace—Co-Chair

The Lovelace Law Firm, P.C.
Austin, TX

Elisa Dillard Rainey—Co-Chair

Rainey & Rainey, Attorneys at Law LP
Waco, TX

April Rogers—Director

The University of Texas School of Law
Austin, TX

Chelsea Brown

Texas Bankers Association
Austin, TX

Leah Cohen

arrangeCARE
Austin, TX

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

Randy Drewett

Randy E. Drewett, P.C.
Beaumont, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Terry Garrett

The Garrett Law Firm, PLLC
Austin, TX

Haley D. Greer

The Arc of Texas
Austin, TX

Mary Alice Jackson

Boyer & Boyer P.A.
Sarasota, FL

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Nancy Sosa

Cadence Bank
Austin, TX

Tresi Moore Weeks

The Weeks Law Firm, PLLC
Plano, TX

Credit Info

Live Webcast

MCLE Credit

Texas – 13.25 hrs | 3.00 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 13.25 hrs | 3.00 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 16.00 hrs | 3.50 hrs Ethics

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 13.00 hrs | 3.00 hrs Ethics

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 13.25 hrs | 3.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

Certified Financial Planner (CFP) – 15.50 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account.Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

ICB Certified Trust and Financial Advisor (CTFA) – 15.50 hrs

This conference has been approved by the American Bankers Association (ABA) for continuing education credits. Credit approvals are based on the relevance of the program to the ICB's certification exam outline. One credit is awarded for every 50 minutes of relevant instruction. You will receive a downloadable Certificate of Completion for your records. Self-report these credits at https://www.aba.com/training-events/certifications/certified-trust-and-fiduciary-advisor/maintain-ctfa.

Attendee Instructions for Submitting ABA CE Credit

» Attendees must self-submit credit by logging into their Certification Dashboard
» Hover over ‘ADD CE CREDIT’ and select ‘APPROVED NON-ABA CE’
» Enter key word(s) from program title or sponsor name(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission

National Accounting CPE – 16.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Internet Based

To comply with NASBA Standards, attendees claiming CPE credit must select NASBA CPE in the "Choose Your Credit" pop-up window that appears when you sign into the webcast. Once you have selected this option you will receive random verification pop-ups through out the webcast that you must acknowledge. Your acknowledgment of the pop-ups will inform how much credit you are able to claim at the end of the program. Electronic attendance sign-in sheets will be shared in the webcast chat throughout the program. You will need your CPA license number to sign in. You will also need to make sure you that you complete the sign-in documents as they are shared. Once the program concludes you will need to claim your credit in the system, using the orange "Claim Credit" button at the bottom of the webcast player page. Once this is completed you will be able to download your Certificate of Completion that you may use to report your credit to the appropriate state board of accountancy. Please contact us at accreditation@utcle.org if you have additional questions or concerns regarding verification pop-ups, sign-in sheets, or your certificate of attendance.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Accounting CPE – 16.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Live Webcast – Mar 4-5, 2021

Conference Concluded

Buy

Live Webcast

Individual
$425.00

Group (5 registrants minimum)
$385.00

Group (10 registrants minimum)
$340.00

Cancellation Policy
Last day for full refund cancellation: Feb 26, 2021
$50 processing fee applied after this date
Last day for cancellation: Mar 1, 2021

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Frost Wealth Advisors

Frost Wealth Advisors
frostbank.com

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $40 billion in assets at September 30, 2020. One of the 60 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com.
Cadence Bank Trust & Asset Management

Cadence Bank Trust & Asset Management
cadencebank.com/products-and-services/wealth-management-services

At Cadence, we believe that a customized wealth strategy plays a critical role in helping clients achieve a fulfilling life and lasting legacy. Averaging 20 years of experience each, our administrative advisors listen first to better understand our client’s definition of success, their goals and unique family dynamics. Whether it is planning for retirement, establishing a court-created or special needs trust, developing a customized investment strategy or transferring wealth to the next generation, Cadence’s innovative wealth management solutions can help clients overcome roadblocks and build a path to financial success. Cadence Trust & Asset Management has full-service office locations in Houston, Austin and Dallas.
True Link Financial

True Link Financial
www.truelinkfinancial.com/

True Link Financial, Inc. is a financial services firm dedicated to serving people with disabilities and older adults.

Our trust administration software, recordkeeping platform, and the True Link Protection Visa® Prepaid Card were designed specifically for special needs trusts and other fiduciary vehicles to support trustees and their trust’s beneficiaries. When combined with our investment services provided by True Link Financial Advisors, LLC, our financial tools can help trustees save time and provide even more assistance to those they serve.

Professional fiduciaries rely on our investment management services and recordkeeping platform to serve their more than 10,000 beneficiaries every day. True Link also offers the only administrator-managed prepaid card for special needs trusts referenced in the Social Security Administration’s POMS.

Our team brings together experienced investment professionals from leading financial institutions alongside former fiduciaries and trust administrators who have spent decades in your shoes. This combination of backgrounds and skills put us in the best position to effectively serve you and your clients.
American National Bank of Texas

American National Bank of Texas
www.anbtx.com

At American National Bank of Texas, our values have served us well since 1875. Doing the right thing for our customers and employees is at the core of everything we do. In 1926 we expanded to include Trust Services, to meet the changing needs of our clients. Our Trust Department is filled with seasoned financial professionals who seek to build lifelong partnerships with our clients and their families. The only way to get to know a Trust Department is to spend time with its people – and our customers enjoy the personal relationships and attention we provide. Our approach to trust administration is especially well suited to Special Needs Trust beneficiaries and their families. We are dedicated to providing the additional time and expertise necessary to fully understand and meet the needs of our beneficiaries throughout their lifetimes. We serve throughout the state of Texas, and look forward to working with you!
Commonwealth Community Trust

Commonwealth Community Trust
commonwealthcommunitytrust.org/

Commonwealth Community Trust (CCT) is a national, non-profit organization that administers Pooled Special Needs Trusts (PSNTs) for individuals with special needs. Staff members are professionals who are knowledgeable about trust administration and the rules governing Supplemental Security Income (SSI) and Medicaid for clients who receive these means-tested government benefits. CCT offers the following types of PSNTs: First-Party, First-Party Medicare Set-Aside (MSA), First-Party Military Survivor Benefit Plan (SBP), and Third-Party. Visit CCT’s comprehensive and easy to navigate website at www.trustCCT.org where you will find all our enrollment documents including the Joinder Agreement, Fee Schedule, Disbursement Information and a detailed Process of Joining.
Legacy Enhancement Trust

Legacy Enhancement Trust
www.legacyenhancement.org/

Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with every aspect involved in trust administration; including establishment of the trust, funds disbursement and bill pay, nurse care management, benefits coordination, and much more.
Medivest Benefit Advisors, Inc.

Medivest Benefit Advisors, Inc.
www.medivest.com/

Medivest is a national Medicare Secondary Payer (MSP) compliance company. In 1996 we were the first company to professionally administer a Medicare Set-Aside arrangement. For over 24 years Medivest has been an innovator, creating pre-settlement and post-settlement solutions. Our experienced claims professionals, using state of the art software, adjudicate bills in a quick and timely manner. In addition to Professional Administration, Medivest provides other services including preparing MSA Allocation reports, Lien Resolution, verifying Social Security/Medicare eligibility, and Trust Advisor services. For more information on Medivest please visit www.medivest.com.
National Care Advisors, LLC

National Care Advisors, LLC
www.nationalcareadvisors.com

The right care plan starts with having the right people at the table.
National Care Advisors was founded in 2008 specifically to serve individuals with special needs challenges. Our firm is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis as well as case management services to attorneys, financial planners, trustees and their client families in all 50 states.

A sustainable quality of life should be attainable for any who seek it, no matter their abilities or special needs. National Care Advisors works as a liaison for our clients in the complex legal and financial climate surrounding insurance, government benefits, and future care and quality of life cost projections.
Our case managers and consultants work with attorneys, trustees, financial planners, families, employers, and individuals with special needs and disability challenges to maximize quality of life within the available scope of resources.
Texas ABLE Program – A Savings Program for Texans with Disabilities

Texas ABLE Program – A Savings Program for Texans with Disabilities
www.texasable.org/

The Texas ABLE Program: A savings program for Texans with disabilities. The Texas Achieving A Better Life Experience (Texas ABLE®) program gives Texans with disabilities and their families the opportunity to save for disability - related expenses in a tax-advantaged ABLE account. Your clients may be able to save for a loved one's disability expenses without affecting eligibility for public benefits.

Funds in an ABLE account can be used to pay for qualified disability expenses that relate to the beneficiary disability and are used to maintain or improve his or her health, independence or quality of life. Texas ABLE is based on federal and state legislation and is maintained by the state through the Texas Comptroller of Public Accounts.
Learn more and enroll online at TexasABLE.org. 844-4TX-ABLE (844-489-2253)
CustomerService@TexasABLE.org

Special Needs Trusts

Overview

Event Schedule

Thursday Morning, Mar. 4, 2021

Thursday Afternoon, Mar. 4, 2021

Friday Morning, Mar. 5, 2021

Friday Afternoon, Mar. 5, 2021

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

Key Dates

Our Sponsors

Frost Wealth Advisors

Cadence Bank Trust & Asset Management

True Link Financial

American National Bank of Texas

Commonwealth Community Trust

Legacy Enhancement Trust

Medivest Benefit Advisors, Inc.

National Care Advisors, LLC

Texas ABLE Program – A Savings Program for Texans with Disabilities

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