eConference

2024 Special Needs Trusts eConference

Contains material from Apr 2024

2024 Special Needs Trusts eConference
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The 20th 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.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 13.25 | 4.00 ethics
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 3/31/2025

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1. Special Needs Trusts 101: The Basics (Apr 2024)

Molly Dear Abshire

1.00 0.00 0.00 1.00
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(mp4)
63 mins
(mp3)
63 mins
(pdf)
52 pgs
(pdf)
26 pgs
Session 1 —63 mins
1.00
Special Needs Trusts 101: The Basics (Apr 2024)

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

Originally presented: Feb 2024 Special Needs Trusts

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

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2. The Ethics of SNT Administration (Apr 2024)

Mary Alice Jackson, Rebecca C. Morgan, Bryn A. Poland

1.00 1.00 0.00 1.00 | 1.00 ethics
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(mp4)
58 mins
(mp3)
58 mins
Paper
(pdf)
1 pgs
(pdf)
23 pgs
(pdf)
11 pgs
Session 2 —58 mins
1.00 | 1.00 ethics
The Ethics of SNT Administration (Apr 2024)

In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical.

Originally presented: Feb 2024 Special Needs Trusts

Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL
Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX

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3. Redlining the Basics with 1st Party SNT (Apr 2024)

John B. Henry III

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
43 mins
(mp3)
43 mins
(pdf)
66 pgs
(pdf)
26 pgs
Session 3 —43 mins
0.75 | 0.25 ethics
Redlining the Basics with 1st Party SNT (Apr 2024)

Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT.

Originally presented: Feb 2024 Special Needs Trusts

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

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4. Maximizing Public Benefits: Overview (Apr 2024)

Christina Lesher

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
49 mins
(mp4)
44 mins
(mp3)
44 mins
(mp3)
48 mins
(pdf)
283 pgs
(pdf)
17 pgs
Session 4 —49 mins
0.75 | 0.25 ethics
Maximizing Public Benefits: Overview (Apr 2024)

Planning for public benefits can be daunting. This presentation walks attendees through the paper, with stops along the way for basics, practice tips, and hidden gems in the paper.

Originally presented: Feb 2024 Special Needs Trusts

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

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5. Empowering Individuals with Special Needs: Harnessing AI in the Legal Representation of Clients with Special Needs (Apr 2024)

Melissia Riddle

0.75 0.75 0.00 0.75 | 0.75 ethics
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(mp4)
44 mins
(mp3)
44 mins
(pdf)
19 pgs
(pdf)
16 pgs
Session 5 —44 mins
0.75 | 0.75 ethics
Empowering Individuals with Special Needs: Harnessing AI in the Legal Representation of Clients with Special Needs (Apr 2024)

The potential for AI in the special needs community is truly life-changing. AI has the potential to significantly increase inclusivity and independence and to transform the way attorneys and advocates communicate and interact with clients with special needs.

Originally presented: Feb 2024 Special Needs Trusts

Melissia Riddle, Hardie Alcozer - Austin, TX

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6. What We Say and Do Matters: People First or Identity First, Appropriate Behavior of Us and our Staff (Apr 2024)

Amanda E. Carter, Jennifer L. Coulter

0.75 0.75 0.00 0.75 | 0.75 ethics
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(mp4)
46 mins
(mp3)
46 mins
(pdf)
13 pgs
Session 6 —46 mins
0.75 | 0.75 ethics
What We Say and Do Matters: People First or Identity First, Appropriate Behavior of Us and our Staff (Apr 2024)

Discuss the various approaches to ensuring that clients with disabilities are treated with the respect and dignity they deserve and is ethically required. Gain insight on how to approach family members, clients, and other professionals as well as practical dos and don'ts when handling cases where the client has limitations.

Originally presented: Feb 2024 Special Needs Trusts

Amanda E. Carter, Matthew Harris Law, PLLC - Lubbock, TX
Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX

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7. A View from HHSC (Apr 2024)

Leslea Pickle

0.50 0.00 0.00 0.50
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(mp4)
31 mins
(mp3)
31 mins
Slides
(pdf)
6 pgs
Session 7 —31 mins
0.50
A View from HHSC (Apr 2024)

Gain insight on the topic of the termination of the special needs trust when a beneficiary passes away and there is a Medicaid lien owed. Hear the basics of the requirements of the Medicaid pay-back provision, how to contact the Texas Health and Human Services Commission (HHSC) to verify the Medicaid lien and obtain the lien payoff, and the process of settling the lien with the agency.

Originally presented: Feb 2024 Special Needs Trusts

Leslea Pickle, Texas Department of Health and Human Services - Austin, TX

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8. Unraveling the Nuances of ABLE Accounts with Real-Life Examples (Apr 2024)

Ashley Melero, Peter J. Wall

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
30 pgs
(pdf)
13 pgs
Session 8 —30 mins
0.50
Unraveling the Nuances of ABLE Accounts with Real-Life Examples (Apr 2024)

Learn how to creatively use ABLE accounts through real world examples alongside SNTs. Explore the nuances of ABLE accounts, the changes coming, how to use an ABLE account to enhance quality of life and encourage saving, while protecting benefits.

Originally presented: Feb 2024 Special Needs Trusts

Ashley Melero, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO

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9. Medicaid in Depth – the Battle to Preserve Benefits (Apr 2024)

Christina Lesher, Haley D. Greer, Laurie Mann, Allison Schaberg

1.00 0.25 0.00 1.00 | 0.25 ethics
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(mp4)
60 mins
(mp3)
60 mins
(pdf)
15 pgs
Session 9 —60 mins
1.00 | 0.25 ethics
Medicaid in Depth – the Battle to Preserve Benefits (Apr 2024)

In The Trenches: The battle to establish and maintain Medicaid benefits happens not only at the law office, but also at the client's home, with financial planners, and corporate trustees. Gain insight into how parents, professionals, and family members protect and fight for Medicaid eligibility for the most vulnerable population, while focusing on the day-to-day care needs of the individual.

Originally presented: Feb 2024 Special Needs Trusts

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Haley D. Greer, The Arc of Texas - Austin, TX
Laurie Mann, Cedar Park, TX
Allison Schaberg, Consolidated Planning Group - Sugar Land, TX

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10. A Quick Trust Tax Tutorial (Apr 2024)

Eric Reis

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
44 mins
(pdf)
13 pgs
(pdf)
14 pgs
Session 10 —45 mins
0.75
A Quick Trust Tax Tutorial (Apr 2024)

You don’t need to be a tax lawyer, but every special-needs planner should know at least the basics of trust income tax. Explore key rules in an accessible way for non-tax practitioners.

Originally presented: Feb 2024 Special Needs Trusts

Eric Reis, UNT Dallas College of Law - Dallas, TX

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11. Maximizing Public Benefits: New Developments (Apr 2024)

H. Clyde Farrell

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
49 mins
(mp3)
48 mins
(pdf)
14 pgs
Session 11 —49 mins
0.75 | 0.25 ethics
Maximizing Public Benefits: New Developments (Apr 2024)

A discussion of new developments in the law of disability benefits, and of recent updates to this paper, that trustees of Special Needs Trusts need to know about.

Originally presented: Feb 2024 Special Needs Trusts

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX

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12. SSA Regional Trust Leads Presentation Regarding SSI Trusts (Apr 2024)

Pi-Yi Mayo, Amanda Flood

1.00 0.00 0.00 1.00
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(mp4)
60 mins
(mp3)
60 mins
Paper
(pdf)
2 pgs
(pdf)
23 pgs
Session 12 —60 mins
1.00
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Apr 2024)

For trusts established with the assets of an individual on or after 01/01/00, the Social Security Administration follows specific policy regarding disbursements from the trust, earnings on and additions to the trust, and posteligibility changes in the trust’s resource status. This session provides a summary of the policy for trust principal that is not a resource and for trust principal that is a resource, including examples. Please submit your questions in advance to ConferenceQA@utcle.org.

Originally presented: Feb 2024 Special Needs Trusts

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
Amanda Flood, U.S. Social Security Administration - Dallas, TX

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13. Supported Decision-Making Concepts in a SNT (Apr 2024)

Stephen W. Dale, Lindsey S. Drake, Haley D. Greer, Peter J. Wall

1.00 0.50 0.00 1.00 | 0.50 ethics
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(mp4)
57 mins
(mp3)
57 mins
(pdf)
31 pgs
(pdf)
13 pgs
Session 13 —57 mins
1.00 | 0.50 ethics
Supported Decision-Making Concepts in a SNT (Apr 2024)

States are passing Supported Decision-Making laws across the country to assist persons with disabilities to be more engaged in decision making that affects their lives and supports. Join a panel of practitioners who cover the basics of Supported Decision-Making and how to incorporate Supported Decision-Making concepts in a special needs trust. Also, explore challenges a trustee might encounter while working with a Supported Decision-Making agreement in meeting their fiduciary duties.

Originally presented: Feb 2024 Special Needs Trusts

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Lindsey S. Drake, Drake Law, PLLC - Austin, TX
Haley D. Greer, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO

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14. Overcoming School Challenges – A Collaborative Approach (Apr 2024)

Ann Koerner, Kristen Sabo

0.75 0.00 0.00 0.75
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(mp4)
44 mins
(mp3)
44 mins
(pdf)
9 pgs
Session 14 —44 mins
0.75
Overcoming School Challenges – A Collaborative Approach (Apr 2024)

Having school-aged clients with a disability can provide unique challenges in their care. Discuss these challenges and potential solutions from the collaborative perspective of an education consultant and a nurse case manager.

Originally presented: Feb 2024 Special Needs Trusts

Ann Koerner, National Care Advisors - Morgan Hill, CA
Kristen Sabo, National Care Advisors - Philadelphia, PA

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15. Leaving Non-IRA Retirement Benefits to SNTs (Apr 2024)

Stephen W. Dale, Peter J. Wall

0.50 0.00 0.00 0.50
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(mp4)
31 mins
(mp3)
31 mins
Paper
(pdf)
5 pgs
(pdf)
17 pgs
Session 15 —31 mins
0.50
Leaving Non-IRA Retirement Benefits to SNTs (Apr 2024)

Many clients leave retirement benefits to an SNT for a disabled child. We know the rules for IRAs and 401(k)s, but this presentation covers the different rules for other retirement plans. Learn about the specific requirements for naming an SNT as a beneficiary of Teacher Retirement System (TRS), Military Survivor Benefit Program, and other government pensions.

Originally presented: Feb 2024 Special Needs Trusts

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

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16. Common Benefits Termination Problems (Apr 2024)

Adriane S. Grace

0.75 0.00 0.00 0.75
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(mp4)
43 mins
(mp3)
43 mins
(pdf)
19 pgs
(pdf)
19 pgs
Session 16 —43 mins
0.75
Common Benefits Termination Problems (Apr 2024)

Public Benefit programs for the disabled such as Medicaid and Supplemental Security Income are income and resource-tested, meaning that the disabled individual must also maintain eligibility based on specific income and resource criteria to continue receiving benefits. When changes to income and resources occur, the disabled individual (or their representative payee) may receive letters from Social Security and/or HHS notifying them that their benefits are being terminated, and worse, that an overpayment has occurred and they must return some of the benefits paid to them. Practitioners in special needs and elder law learn the common causes for changes to a disabled individual’s income and resources that cause cessation of benefits and overpayments; how to respond to Social Security when a cessation and overpayment notice is received; tools for re-establishing eligibility for benefits; and how to properly advise fiduciary caregivers and supporters of the disabled who are involved in the process (guardians, trustees, and representative payees).

Originally presented: Feb 2024 Special Needs Trusts

Adriane S. Grace, Law Office of Adriane S. Grace, PLLC - Plano, TX

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17. Welcome Home! Best Practices with Special Needs Trust Real Estate Ownership (Apr 2024)

Kristen Quinney Porter

0.75 0.00 0.00 0.75
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(mp4)
40 mins
(mp3)
40 mins
(pdf)
29 pgs
Session 17 —40 mins
0.75
Welcome Home! Best Practices with Special Needs Trust Real Estate Ownership (Apr 2024)

Trustees of special needs trusts have unique considerations when purchasing and owning real property. Learn about the pros and cons of owning real estate in a trust.

Originally presented: Feb 2024 Special Needs Trusts

Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX