19^th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

Austin Feb 9-10, 2023 DoubleTree by Hilton Hotel Austin
Conference Concluded

Live Webcast Feb 9-10, 2023
Conference Concluded

Overview

The 19th Annual Changes and Trends Affecting Special Needs Trusts 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 program includes:

Thomas Foley, Executive Director of the National Disability Institute, will present Changing Expectations that reviews the cutting-edge programs that have helped people on SSI and SSDI earn more.
An overview of special needs trusts essentials, including Special Needs Trusts 101, and Redlining the Basics of a SNT.
What Happens When the Public Health Emergency Ends?, explores what to expect when the COVID-19 health emergency ends.
Gain insight into resources in the legal, business development and practice management areas that may be helpful for building and growing a special needs planning practice
Explore strategies for using a SNT to preserve means tested benefits for a minor child receiving child support.
3.00 hours of ethics credit, including Hazards of the Special Needs Trust Fairness Act – Assessing Beneficiary Capacity to Establish a SNT; Who Pays the Attorney’s Fees in Trust Litigation?.
Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

Following the conference, attendees will receive supplemental on-demand programming to ensure they are able to satisfy their full 15.00/3.00 Texas MCLE requirement.

Event Schedule

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

Day 1 February 9, 2023
Day 2 February 10, 2023

Time

Credit

Subject

Speaker
Thursday Morning, Feb. 9, 2023
Presiding Officer:
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
8:00 am
Austin Only

Registration and Exhibit Hall Opens

Includes continental breakfast.
8:35 am

Welcoming Remarks
8:45 am

1.00 hr

Special Needs Trusts 101: The Basics

An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples.

Molly Dear Abshire, Wright Abshire Attorneys, P.C. - Bellaire, TX

Molly Dear Abshire, Wright Abshire Attorneys, P.C. - Bellaire, TX
9:45 am

0.75 hr
0.25 hr ethics

Redlining the Basics of a SNT

Dissect a basic third party SNT to highlight the various provisions and boilerplate language that make the SNT a unique animal in the special needs planning ecosystem.

Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
10:30 am

15-Minute Break
10:45 am

1.00 hr
0.25 hr ethics

Maximizing Public Benefits

Review the basics of SSI, Medicaid and other disability benefits that trustees must know and protect; and catch up on recent changes and trends affecting trust beneficiaries who depend on those benefits.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
11:45 am

0.50 hr

What Happens When the Public Health Emergency Ends?

An overview of what to expect when the COVID-19 public health emergency ends, from the best practices in protecting clients currently receiving benefits to the anticipated new redesign of available resources.

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
12:15 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Thursday Afternoon, Feb. 9, 2023
Presiding Officer:
Chris Klemme, Happy State Bank and Trust Co. - Addison, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor
Legacy Enhancement Trust
12:45 pm

0.50 hr

Building Your Professional Library—30 Resources in 30 Minutes

There are a number of resources that special needs planning attorneys can use to stay on top of recent developments, to help with business development, and for support with staffing and operating a law practice. Gain insight into resources in the legal, business development and practice management areas that may be helpful for building and growing a special needs planning practice.

Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX

Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
1:15 pm

15-Minute Break
1:30 pm

0.75 hr

Texas Guardianship (1301 & 1302) and Trial Court-Created (142) Trusts

Discuss Court Created Trust Road Map: 1301, 142, and the speed bumps along the way.

Beth Owens, American National Bank & Trust - Houston, TX

Beth Owens, American National Bank & Trust - Houston, TX
2:15 pm

0.75 hr

IRA Administration for SNTs

A vast amount of wealth in the United States resides in qualified plans and IRAs. Thanks to unique provisions for people with disabilities created by the SECURE Act, SNT trustees have an amazing opportunity to manage inherited IRAs for their beneficiaries, potentially extending the longevity of a beneficiary's trust resources and avoiding onerous tax consequences. Illustrate how attorneys can best counsel trustees administering IRAs for SNTs. IRA funding, decedent complications, IRS deadlines, tax consequences, and Required Minimum Distributions will be reviewed, including a thorough assessment of SECURE Act regulations.

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
3:00 pm

15-Minute Break
3:15 pm

1.00 hr ethics

Protecting Individual Trustees Who Protect Beneficiaries

Trustee service should be carefully considered in advance of accepting such a role. We live in a very contentious and litigious society, and trustee service leads to fiduciary responsibilities and corresponding liability concerns. Explore fiduciary duties and related liability concerns for trustees (both individual and corporate), as well as best (suggested) practices for individual trustees seeking to minimize risk.

W. Cameron McCulloch Jr., Kean Miller LLP - Houston, TX

W. Cameron McCulloch Jr., Kean Miller LLP - Houston, TX
4:15 pm

0.75 hr

Gallardo v. Marstiller, the U.S. Supreme Court’s New Approach to Medicaid Liens

Florida took the position that federal law permitted it to recover its past Medicaid payments from the portion of a personal injury settlement compensating for both past and future medical expenses and the U.S. Supreme Court agreed. This is a major deviation from prior precedent and practice and will result in injured Medicaid recipients being forced to pay more of their tort recoveries to Medicaid before the funding of Special Needs Trust. This decision will have a harsh impact on the catastrophically injured, especially injured children. Explore the contours of the decision and strategies for minimizing its impact.

Floyd Faglie, Staunton & Faglie, PL - Monticello, FL

Floyd Faglie, Staunton & Faglie, PL - Monticello, FL
5:00 pm
Austin Only

Adjourn to Reception (5:00 p.m. - 6:00 p.m. CT)

Join program faculty and attendees for drinks and hors d'oeuvres.
5:05 pm
Austin Only

Thank You to Our Reception Sponsor
Happy State Bank and Trust Co.

Time

Credit

Subject

Speaker
Friday Morning, Feb. 10, 2023
Presiding Officer:
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
8:00 am
Austin Only

Conference Room and Exhibit Hall Opens

Includes continental breakfast.
8:30 am

0.50 hr

Child Support Strategies for Children with Special Needs

Explore strategies for using a SNT to preserve means tested benefits for a minor child receiving child support.

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Materials By:
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Materials By:
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
9:00 am

0.50 hr

Military Pension Assigned to SNT: Dealing with DFAS

Congress passed the Disabled Military Child Protection Act on Dec. 31, 2015, setting out provisions that allow a military parent or a legal guardian of a child with a disability to assign a military survivor pension to a d4A or d4C trust to avoid it counting as income or a resource for means-tested government benefit purposes. Procedures for accomplishing this assignment were included in the regulations to be followed by Defense Finance and Accounting Services (DFAS). Since the passage of the Act the procedures have become more specific, sometimes frustrating the beneficiaries or their guardians in implementing this process after the pension is due to be paid. Review the new requirements and steps to minimize the resistance the Trustees sometimes encounter in dealing with DFAS.

Katherine N. Barr, Dentons Sirote PC - Birmingham, AL

Katherine N. Barr, Dentons Sirote PC - Birmingham, AL
9:30 am

0.75 hr

Online Options for SSI & SSDI Applications and Appeals

Although great options for filing Social Security applications and appeals online exist, some things MUST be done in person or by paper. Walk through the process and hear tips on advocating for your claimant while avoiding unnecessary delays.

Dustin J. Draper, The Packard Law Firm - San Antonio, TX
Samuel W. Packard, The Packard Law Firm - San Antonio, TX
Materials By:
Alison Packard, The Packard Law Firm - San Antonio, TX

Dustin J. Draper, The Packard Law Firm - San Antonio, TX
Samuel W. Packard, The Packard Law Firm - San Antonio, TX
Materials By:
Alison Packard, The Packard Law Firm - San Antonio, TX
10:15 am

15-Minute Break
10:30 am

1.00 hr

SSA Regional Trust Leads Presentation Regarding SSI Trusts

The SSI trust review business process requires evaluation of trusts that need a resource determination (such as new trusts or amended trusts) in all initial claim and post-eligibility events. Regional Trust Leads and Trust Reviewers evaluate trusts to determine if they meet the SSI eligibility requirements of (d)(4)(A) and (C). This session provides background information, describes the basic eligibility requirements, and provides applicable examples. In addition, hear the latest regarding recent Program Operations Manual System updates and the number of trust review cases SSA reviews.

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
11:30 am

0.50 hr

Deductibility of Long-Term Care as Medical Expenses

Learn how clients may maximize funds available to them or their spouse by taking advantage of medical expense deductions from their income tax. Discuss the taxation of and deductions for long-term care services and insurance contracts, including safe harbor provisions; the requirements in order to take a medical deduction for home health care by non-professionals; how a chronically ill beneficiary may be able to avoid income taxation of distributions from an inherited IRA; and when care-givers can claim the disabled beneficiary as a dependent for income tax purposes.

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

Tresi Moore Weeks, The Weeks Law Firm, PLLC - Plano, TX
12:00 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Friday Afternoon, Feb. 10, 2023
Presiding Officer:
Haley D. Greer, The Arc Of Texas - Austin, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor

ElderCounsel, LLC
12:30 pm

0.75 hr

Changing Expectations

The National Disability Institute has been building employment and economic disability inclusion products and tools for nearly two decades. Learn about cutting edge programs that have helped people on SSI and SSDI earn more than $40,000,000 dollars to date, earn work credits and extend the lives of special needs trusts.

Thomas Foley, National Disability Institute - Washington, DC

Thomas Foley, National Disability Institute - Washington, DC
1:15 pm

Break and Vendor Announcements
1:45 pm

0.75 hr

Terminating First Party SNTs

An overview of the issues and concerns that might arise in the termination of a first party, (d)(4)(A) special needs trust. Discuss handling the Medicaid reimbursement claim, paying debts and taxes, what to do with real estate owned by the trust, when a final accounting or probate estate might be required, and options for terminating small and uneconomical trusts.

Haley D. Greer, The Arc Of Texas - Austin, TX
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Nancy Sosa, Cadence Bank - Austin, TX
Materials By:
Christopher D. Jones, Sprouse Shrader Smith PLLC - Amarillo, TX
Scott Stebler, Stebler & Sulak, PLLC - Austin, TX
Sarah Sulak, Stebler & Sulak, PLLC - Austin, TX

Haley D. Greer, The Arc Of Texas - Austin, TX
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Nancy Sosa, Cadence Bank - Austin, TX
Materials By:
Christopher D. Jones, Sprouse Shrader Smith PLLC - Amarillo, TX
Scott Stebler, Stebler & Sulak, PLLC - Austin, TX
Sarah Sulak, Stebler & Sulak, PLLC - Austin, TX
2:30 pm

0.50 hr

Gimme Shelter

Next to medical care, housing can be the greatest challenge. Hear legal and practical guidance.

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

Terry Garrett, The Garrett Law Firm, PLLC - Austin, TX
Melanie Ibarra-Herrera, The Garrett Law Firm - Austin, TX
3:00 pm

1.00 hr ethics

Hazards of the Special Needs Trust Fairness Act – Assessing Beneficiary Capacity to Establish a SNT

The Special Needs Trust Fairness Act of 2015 paved the way for beneficiaries of d4A trusts to establish their own special needs trust. Practitioners now have a new challenge: capacity can be a moving target. Even if there has been no incapacity proceeding/determination of incapacity, it’s not always obvious that the potential trust beneficiary has sufficient capacity to sign away their right to access their money, select appropriate Trustees and make residuary designations. Can the special needs practitioner assess capacity? If so, how? If not, what happens next?

Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL

Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL
4:00 pm

0.50 hr ethics

Who Pays the Attorney’s Fees in Trust Litigation?

Examine both the statutory provisions and case law regarding attorney’s fees in trust litigation. Explore pleading and obtaining attorney’s fees as either the trustee or beneficiary.

Christopher C. Burt, BoyarMiller - Houston, TX

Christopher C. Burt, BoyarMiller - Houston, TX
4:30 pm

Adjourn

Day 1 February 9, 2023
Day 2 February 10, 2023

Download Schedule

Conference Faculty

Molly Dear Abshire

Wright Abshire Attorneys, P.C.
Bellaire, TX

Katherine N. Barr

Dentons Sirote PC
Birmingham, AL

Christopher C. Burt

BoyarMiller
Houston, TX

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

Dustin J. Draper

The Packard Law Firm
San Antonio, TX

Floyd Faglie

Staunton & Faglie, PL
Monticello, FL

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

Thomas Foley

National Disability Institute
Washington, DC

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

Melanie Ibarra-Herrera

The Garrett Law Firm
Austin, TX

Mary Alice Jackson

Boyer & Boyer P.A.
Sarasota, FL

Christopher D. Jones

Sprouse Shrader Smith PLLC
Amarillo, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Dana Marquez

U.S. Social Security Administration
Dallas, TX

W. Cameron McCulloch Jr.

Kean Miller LLP
Houston, TX

Marilyn G. Miller

Marilyn G. Miller, Attorney at Law
Dripping Springs, TX

Beth Owens

American National Bank & Trust
Houston, TX

Alison Packard

The Packard Law Firm
San Antonio, TX

Samuel W. Packard

The Packard Law Firm
San Antonio, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, 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

Nancy Sosa

Cadence Bank
Austin, TX

Scott Stebler

Stebler & Sulak, PLLC
Austin, TX

Sarah Sulak

Stebler & Sulak, PLLC
Austin, TX

Peter J. Wall

True Link Financial
Denver, CO

Tresi Moore Weeks

The Weeks Law Firm, PLLC
Plano, TX

Planning Committee

Bryn A. Poland—Co-Chair

Mayo & Poland PLLC
Baytown, 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

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

John B. Henry III

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

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Marilyn G. Miller

Marilyn G. Miller, Attorney at Law
Dripping Springs, TX

Beth Owens

American National Bank & Trust
Houston, 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

MCLE Credit

Texas – 13.75 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 Attendance will be provided in Your Briefcase for your records. 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 – 13.75 hrs | 3.00 hrs Ethics

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.

Oklahoma – 16.50 hrs | 3.50 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 13.50 hrs | 3.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. 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.

Other States – 13.75 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.

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 provided to other licensing authorities as needed.

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

Other Credit

Certified Financial Planner (CFP) – 16.50 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) – 16.50 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 – 16.50 hrs

TX Accounting CPE – 16.50 hrs

The University of Texas School of Law (Provider #250) live conferences 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.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

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

MCLE Credit

Texas – 13.75 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 – 13.75 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 – 16.50 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 – 13.50 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 – 13.75 hrs | 3.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

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) – 16.50 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) – 16.50 hrs

Attendee Instructions for Submitting ABA CE Credit

National Accounting CPE – 16.50 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 – 16.50 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

Austin – Feb 9-10, 2023 – DoubleTree by Hilton Hotel Austin

Conference Concluded

Live Webcast – Feb 9-10, 2023

Conference Concluded

Buy

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Last day for $545.00 Regular pricing: Feb 1, 2023
$595.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $490.00 Regular pricing: Feb 1, 2023
$540.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $435.00 Regular pricing: Feb 1, 2023
$485.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Feb 3, 2023
$50 processing fee applied after this date
Last day for cancellation: Feb 6, 2023

Venue

DoubleTree by Hilton Hotel Austin

6505 N. Interstate 35
Austin, TX 78752-4346
512-454-3737
512-454-3737 (reservations)
Map

Accommodations

A limited number of rooms have been reserved at a special rate of $159 per night. Our special room rate is available until January 24, or until the room block is exhausted, whichever comes first. You can reserve by calling 800-866-3126 and mentioning "UT Law Special Needs Trusts" or by visiting their website here.

Parking Information

Daily or Overnight Self-parking: $10
Valet Parking: $25

Our Sponsors

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

Happy State Bank and Trust Co.

Happy State Bank and Trust Co.
www.happybank.com/

“The town without a frown,” Happy, Texas, got its first bank in 1908, then called First State Bank of Happy. In 1989, 10 local families from Canyon, Texas purchased the $10 million dollar bank that was listed as the 812th largest bank in Texas. Happy State Bank is now the 20th largest bank with 35 branches in 25 markets, and an asset size of $3.4 billion. In addition to being named a “Best Banks to Work For” five years in a row by American Banker, Happy is ranked the 3rd Best Bank in Texas and the 26th Best Bank in the Nation by Forbes. The Happy Trust Company was added in 2002 and currently manages over 400 million dollars in assets. Happy’s trust team has over 300 years of combined experience providing expertise in farm and ranch management, securities portfolio services, and mineral interest oversight. Consistent with Happy State Bank’s mission, the trust company thrives on building personal relationships with our clients while providing the highest level of fiduciary service.
Cadence Bank Trust & Asset Management

Cadence Bank Trust & Asset Management
cadencebank.com

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.
ElderCounsel, LLC

ElderCounsel, LLC
eldercounsel.com

ElderCounsel is dedicated to the professional development and full practice support of elder law attorneys through education, document drafting, collegiality, marketing and business solutions. Being an attorney is very different from running your own law firm. ElderCounsel helps attorneys keep up in an ever-changing elder law environment and sustain a successful practice.
Legacy Enhancement Trust

Legacy Enhancement Trust
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.
American National Bank of Texas - Trust Dept.

American National Bank of Texas - Trust Dept.
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!
American National Bank & Trust

American National Bank & Trust
amnat.com

American National Bank & Trust strives to provide a comprehensive range of wealth management services to achieve your goals of financial security and success. Only by listening carefully to our clients’ dreams, concerns, and unique needs can we develop the appropriate solutions to help achieve each clients’ financial and estate planning goals.

Our trust officers have on average more than 23 years of experience and multiple certifications allowing them to deliver the top level of service to our current clients and their future generations. We have expertise in trusts, estate administration, guardianships, 1301 and 142 trusts, special needs trusts, investments, retirement planning, and other individualized wealth management services.

With trust and wealth management offices across the state of Texas and our corporate headquarters in Wichita Falls, Texas, we are able to provide local experts to help your clients with all of their planning needs.
You can find more information about American National Bank & Trust at www.amnat.com.
Austin Trust Company

Austin Trust Company
austintrust.com

Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking, receiving charter number T-001 in 1987. We remain the only locally owned and controlled institution that offers a full range of fiduciary services. Whether you have a straightforward trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. To find out more about how we strive to go Beyond Wealth Management, please visit us at austintrust.com.
CareFor

CareFor
carefor.com

CareFor is a premiere Care Management, Homecare, and Guardianship Program serving Central Texas. We bring compassion and order to the complexity of caring for others. Our team members have been entrenched throughout the medical and caregiving communities in Central Texas for decades. CareFor knows the doctors, service providers, resources and facilities and we have the expertise to support you and your loved ones. Our combined experience and knowledge will help you identify and understand your options and make timely and sound decisions. Whether you need us now, or are planning ahead, CareFor manages the most difficult and immediate needs.
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 $50 billion in assets at June 30, 2022. One of the 50 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.
Medivest Benefit Advisors, Inc.

Medivest Benefit Advisors, Inc.
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

National Care Advisors
nationalcareadvisors.com

National Care Advisors, founded in 2008, is a national nurse consulting firm providing life care planning, quality of life assessment, third-party benefit analysis, educational and litigation consulting as well as case management services for individuals with special needs and disabilities.

We work with attorneys, financial planners, trustees and their client families in all 50 states to navigate the complex financial and legal climate surrounding insurance, government benefits, and future cost projections. Sustainable quality of life should be attainable for any who seek it, no matter their abilities or special needs. Our case managers and consultants work to maximize quality of life within the available scope of resources. Learn more about us at www.nationalcareadvisors.com
True Link Financial

True Link Financial
www.truelinkfinancial.com/

True Link Financial, Inc., provides financial solutions for people with complex needs and those who care for them. As a dedicated partner to professional trustees throughout the country, True Link's online platform helps trustees manage spending, record-keeping, and reporting for more than 17,000 beneficiaries.

True Link Financial Advisors, LLC, provides investment management for 25+ pooled special needs trusts, bringing the expertise of nationally recognized investment professionals with decades of experience from leading financial institutions. Nonprofit trustees and other fiduciaries entrust us to manage more than $1 billion in assets.

Learn more at www.truelinkfinancial.com/investment-management
Wells Fargo Bank Special Needs Trust Services

Wells Fargo Bank Special Needs Trust Services
wellsfargo.com

At Wells Fargo, the administration of Special Needs Trusts has been a core business offering since 1996. Currently, we serve over 1,200 clients and their families nationwide. To ensure that our clients receive knowledgeable and responsive service, Wells Fargo has assembled a dedicated team of fiduciary professionals who administer Special Needs Trusts, and other trusts, such as Settlement Preservation Trusts, for beneficiaries living with disabilities. This team works closely with other Wells Fargo professionals, including investment managers, to meet clients’ needs and goals. Wells Fargo assists clients with developing a budget and paying bills, coordinates tax payments, and connects clients with services and resources such as care managers and home health agencies. At Wells Fargo, our mission is to help our clients lead more comfortable, secure, and fulfilled lives.

Special Needs Trusts

Overview

Event Schedule

Thursday Morning, Feb. 9, 2023

Thursday Afternoon, Feb. 9, 2023

Friday Morning, Feb. 10, 2023

Friday Afternoon, Feb. 10, 2023

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

DoubleTree by Hilton Hotel Austin

Accommodations

Parking Information

Our Sponsors

Happy State Bank and Trust Co.

Cadence Bank Trust & Asset Management

ElderCounsel, LLC

Legacy Enhancement Trust

American National Bank of Texas - Trust Dept.

American National Bank & Trust

Austin Trust Company

CareFor

Frost Wealth Advisors

Medivest Benefit Advisors, Inc.

National Care Advisors

True Link Financial

Wells Fargo Bank Special Needs Trust Services

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