2013 Special Needs TrustsThe National Conference

October 16, 2013 Pre-Conference: Pooled TrusteesPre-Conference: The Tax Intensive — The Top Tax Questions SNT Attorneys Must Answer

October 17, 2013 The Basics of Special Needs Trusts

October 18, 2013 2013 Special Needs Trusts — The National Conference

Loews Don CeSar HotelSt. Pete Beach, Florida

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Conference DetailsLoews Don CeSar Hotel 3400 Gulf Blvd., St. Pete Beach, Florida 33706 Phone (727) 360-1881 Fax (727) 363-5034

Beach House Suites3860 Gulf Blvd., St. Pete Beach, Florida 33706Phone (866) 728-2206

Check-in/Check-out: Check-in time is 4 p.m. If you arrive earlier, the hotel will make every effort to check you in if there are rooms available. There will be late charges for any check-out after 11 a.m. if you have not made previous arrangements with the hotel directly.

Spa Oceana: The Loews Don CeSar Hotel Spa Oceana is offering confer-ence attendees a 20% discount off all retail and spa and salon services through Friday, October 18. Appointments are based on availability, so we recommend that you make your reservations in advance. Call today at(727) 363-5029 and mention ‘Stetson Group’ or dial ext. 365 from any house phone during the conference. Show your conference name badge at the appointment.

Transportation to and from airports: The hotel is located 30 minutes from Tampa International Airport and 25 minutes from St. Petersburg/Clear-water International Airport. If you decide not to rent a car, the cost of a one-way taxi ride from the airport to the hotel averages $65–$70. Bats Taxi Company is offering a discounted rate to all Special Needs Trusts attendees. You can also reserve transportation by calling Bats Taxi at (727) 367-3702 and use code SNT2013 to receive a discounted rate. This offer is only avail-able for trips from the Tampa International Airport to the hotel and back. Rates are per vehicle, not per person.

Parking: Self parking for attendees staying at the resort is included in your resort fee. Attendees not staying at the resort will receive a parking voucher at the registration desk. Make sure you keep the voucher in a safe place, as we will provide only one voucher per attendee not staying at the resort.

Registration Desk: The registration desk will be open at Buena Vista, fifth level, during the following times for sign-in and materials pick up: Tuesday, Oct. 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5– 7 p.m. Wednesday, Oct. 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7:30 a.m.– 5 p.m. Thursday, Oct. 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7:30 a.m.– 6 p.m. Friday, Oct. 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7:30 a.m.– 5 p.m.

Name Badges: Please wear your name badge to all sessions. You must have a name badge to be admitted to conference events (breakfasts, lunches, breaks).

Materials: Conference materials were sent to all attendees previously via a Dropbox email link. Materials are also available at the registration desk for an additional charge.

Laptop Users: A section in each room will be reserved for laptop users and will have power sources on a first-come, first-served basis. There will be a live feed of general sessions in the Del Prado (fifth level) for those who prefer more room. There will also be a “charging station” in Buena Vista.

Internet Access: The following rooms at the hotel will have wireless inter-net access: Grand Ballroom, King Charles, Del Prado, Buena Vista, North Terrace and South Terrace. Please choose the wireless network labeled “Stetson.”

CLE Information: To receive CLE credit, it is mandatory for each at-tendee to sign-in at the registration desk each day. If you requested a CLE credit on your registration form, you will receive your CLE packet with your registration packet. A sign-in sheet at the beginning of the confer-ence is required to verify attendance. All certificates of attendance must be signed by Shannon Edgar, Director of Faculty Support before you leave the conference.

Boarding Passes: Touch screen computer monitors are available in the hotel lobby (first level) near the elevators and in the business office (fifth level) to print boarding passes.

Advisory and Release: Stetson University College of Law reserves the right to use, publish, display, distribute, sell, and/or reproduce in any manner video/recorded voice/photographs, including the right to edit or use a portion of such video/recorded voice/photographs for educational purposes and/or Stetson University College of Law marketing.

Sponsor and Exhibitor Drawing Card: We have placed cards in your regis-tration packet. Please have 18 or more sponsors and exhibitors stamp your card, then return the stamped card to the registration desk to be entered in a drawing. The winner will be contacted via email after the conference. Drawing prize is one-day free standard registration to the 2014 Special Needs Trusts National Conference.

Sponsor and Exhibitor Schedule, King Charles (fifth level) Tuesday, October 15 Exhibitor set-up. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 p.m.Pre-registration for attendees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5–7 p.m.

Wednesday, October 16 Exhibitor hours. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:30 a.m.–5 p.m.Continental breakfast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7:30–9 a.m. Break (Pooled Trustees). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:20–10:40 a.m.Break (Pooled Trustees). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:40–3 p.m.Break (Tax Intensive). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:05–3:30 p.m.

Thursday, October 17Exhibitor hours. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:30 a.m.–6 p.m.Continental breakfast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:30–8:35 a.m.Break. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9:45–10 a.m.Lunch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12–1 p.m.Break. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2:10–2:30 p.m.Reception. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–6 p.m.

Friday, October 18Exhibitor hours. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:30–5 p.m.Continental breakfast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7:30–9 a.m.Lunch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:30–1:30 p.m.Break. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2:45–3:05 p.m.Break. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3:55–4:10 p.m.

About Stetson Law: Stetson University College of Law, Florida’s first law school, has prepared lawyers and leaders since 1900. Today, Stetson leads the nation in blending legal doctrine with practical training, evidenced by its top-ranked programs in advocacy and legal writing. Through our academically rigorous curriculum and commitment to social responsibility, Stetson lawyers are ethical advocates ready to succeed in the legal profes-sion.

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Conference Schedule

Wednesday, October 16, 2013 7:30 a.m.–5 p.m. (Buena Vista, fifth level)Registration Desk Open

7:30 a.m.–5 p.m. (King Charles, fifth level)Exhibit Hall Open

7:30–9 a.m. (King Charles, fifth level)Continental Breakfast

Pre-Conference: Pooled Trustee 8:30–8:40 a.m. (South Terrace, fifth level)Welcome and Announcements Speaker: Rebecca C. Morgan

8:40–9:30 a.m. (South Terrace, fifth level) POMS Change—Now What Speaker: Mary E. O’Byrne

SSA has made changes to the POMS and there are ongoing conversations about additional changes. What does this mean to a pooled trust? Do the documents needed to be updated? Can transactions be “undone”? This session will give some background behind the changes, how pooled trusts can respond to those changes, and what is likely to happen next. 9:30–10:20 a.m. (South Terrace, fifth level) Over 64 and Transfers—An Update Speaker: Laurie Hanson

Although CMS has not taken an “official” position on whether or not a transfer of assets into a pooled trust sub-account by an individual over the age of 64 is a transfer, there have been varying positions taken by the regions and different outcomes in the cases. This session will provide an overview of the law pertaining to pooled trusts, the source and status of the dispute regarding the over-64 transfers, and recommendations for handling such matters.

10:20–10:40 a.m. (King Charles, fifth level) Break and visit with Sponsors and Exhibitors

10:40–11:40 a.m. (South Terrace, fifth level) Working Together—Forging Relationships with Disability Organizations Speaker: Barbara Helm

Pooled trusts often work with disability organizations. This session will review the importance of having good working relationships, discuss the advantages of doing so, and offer suggestions on how to form such relationships. 11:45 a.m.–1 p.m. (South Terrace, fifth level) Lunch Presentation: The Trust Review Process Speaker: Kerry Tedford-Coles

Regulation 9, through The Office of the Comptroller of the Currency, and many State Department of Banking agencies require a review of fiduciary accounts. Why should we do this, and how do we put it into practice?

1–1:50 p.m. (South Terrace, fifth level) Breaking News: Hot Topics About or Affecting Pooled Trusts Speaker: Neal A. Winston

It is so important to keep updated with the changes to laws, regulations, policies and procedures. This session will provide an update for Pooled Trustees on the latest breaking news.

1:50–2:40 p.m. (South Terrace, fifth level) Risk Management Assessment for Pooled Trusts—Identifying Liability and Insuring the Risk Speakers: Michael Amoruso, Thomas F. Brink

This session will discuss the decisions and actions commonly taken by pooled trusts, how to identify liability, and insuring a pooled trust against risks. The presenters also will discuss good practices and important policies each pooled trust should have in place. 2:40–3 p.m. (King Charles, fifth level) Break and visit with Sponsors and Exhibitors 3–4 p.m. (South Terrace, fifth level) Tax Matters for Pooled Trustees Speaker: Dennis M. Sandoval

(d)(4)(C) SNTs have special considerations regarding taxes, and trustees need to understand the issues that have been cropping up regarding taxes and how to handle those matters. 4–4:50 p.m. (South Terrace, fifth level) Income Determinations Under Various HUD Assisted Housing Programs: What’s a SNT To Do? Speaker: Chung-yiu “Andrew” Lee

Figuring out an accurate HUD-assisted tenant’s rent stems from understanding what amounts of income must be included and disregarded. This session describes the HUD income regulations found at 24 CFR part 5, subpart F as applicable to Public Housing, Section 8 Project-Based, Project-Based Vouchers, Tenant-Based assistance, the Section 202 Supportive Housing for the Elderly, Section 811 Supportive Housing for Persons with Disabilities, Section 811 Project Rental Assistance, and the Senior Preservation Rental Assistance Contracts program. The session will cover HUD’s administrative guidance related to income determinations and its impact on SNT distributions. 4:50–5:30 p.m. (South Terrace/North Terrace, fifth level) Roundtable Discussions for Trustees, by Trustees Facilitator: Neal A. Winston

•  Pooled Trusts and MSAs | Barbara Helm •  Challenging Distributions and How to Handle Them | Kerry Tedford-Coles •  Characteristics of Successful Staff Members | Travis D. Finchum •  Changing Disbursement Policies and Notifying Trust Beneficiaries to Deal     with Changes in POMS | Heidi J. Flatt

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Pre-Conference: The Tax Intensive The Top Tax Questions SNT Attorneys Must Answer

1–1:05 p.m. (Del Prado, fifth level)Welcome and Announcements Speaker: Rebecca C. Morgan

1:05–2:05 p.m. (Del Prado, fifth level) What Is a Grantor Trust, and When Do You Need an EIN? Speaker: Robert B. Fleming

This session will cover a review of the actual CFRs on tax filings, and maybe even a sample 1041 (or a screen shot of how to fill it out in various circum-stances).

2:05–3:05 p.m. (Del Prado, fifth level) How Do You Leave an IRA/Qualified Plan to a SNT? Speaker: Bradley J. Frigon

This session will provide samples and language for an accumulation trust, some actual calculations of the dollar amounts in some hypothetical cases, language for a beneficiary designation, and a discussion analyzing trust distri-butions and payments. 3:05–3:30 p.m. (King Charles, fifth level) Break and visit with Sponsors and Exhibitors 3:30–4:30 p.m. (Del Prado, fifth level) The Question Roundup Speakers: Robert B. Fleming, Bradley J. Frigon

Come on, we all have questions. Don’t be shy—here is your chance, even if it is a tax question that does not concern the day’s topics. We have an hour, and you know everyone wants to ask the same questions you do. It’s like having a tax lawyer at your disposal for an hour. Go for it!

Thursday, October 17, 2013 The Basics of Special Needs Trusts 7:30 a.m.–6 p.m. (Buena Vista, fifth level) Registration Desk Open 7:30 a.m.–6 p.m. (King Charles, fifth level) Exhibit Hall Open 7:30–8:35 a.m. (King Charles, fifth level) Continental Breakfast and visit with Sponsors and Exhibitors 8:35–8:45 a.m. (Grand Ballroom, first level) Welcome and Announcements Speaker: Rebecca C. Morgan 8:45–9:45 a.m. (Grand Ballroom, first level) The SNT Decision-Tree Speaker: Craig C. Reaves

In considering whether a SNT is the right and best option for a beneficiary, certain considerations must be analyzed and the impact of actions studied. This session will approach the basics of SNTs from a decision-tree analysis and explain the steps the attorney, family and beneficiary should take in determin-ing whether a SNT is the right choice.

9:45–10 a.m. (King Charles, fifth level) Break and visit with Sponsors and Exhibitors Sponsored by NYSARC, Inc. Trust Services

10–11 a.m. (Grand Ballroom, first level) Yes It Is Your First SNT: The 5 Key Drafting Issues and How to Address Them Speaker: Janet Lowder

Take a deep breath, pull up paper and pen, and identify the 5 key drafting issues you are facing for this SNT. It is more than taking a form and filling in the blanks. You need to think about the whats, the hows and the whys in drafting a SNT that works. This session will examine the 5 key drafting issues: irrevocability, trustee discretion, who will be the trustee, payback and sole benefit, and how to address them when drafting your SNT. 11–12 p.m. (Grand Ballroom, first level) You Just Think You Know the POMS—or Wonder Why You Should Speaker: Stuart D. Zimring

According to SSA’s POMS home page, “POMS is a primary source of infor-mation used by Social Security employees to process claims for Social Security benefits.” So why should you know about them? What is their precedential value? How do you use them in your practice? This session will explain why it is important to know about the information that SSA is using to make deci-sions, how courts are referencing the POMS, how to keep abreast of changes to the POMS, and how to draft with the POMS in mind (if you should). 12–1 p.m. (Beach Pavilion) Networking Lunch Sponsored by Trust Employee Administration & Management (TEAM) 1:10–2:10 p.m. Breakout Sessions Navigating the Maze: Naming a Special Needs Trust as Beneficiary of a Retirement Account (Grand Ballroom, first level) Speaker: Dennis M. Sandoval

Retirement Accounts are standard tools in saving for retirement, but not all retirement accounts, or pensions, are created equal. There are certain actions that need to be taken in order for a SNT to be named the beneficiary of a retirement account and, in some instances, the language of the plan may prohibit this from being done, for example, death benefits rather than IRAs. This session will explore the various vehicles used as retirement accounts, and how and when a SNT may be named as the beneficiary.

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The Affordable Care Act in 2014—6 Things to Know About the ACA Affecting the Special Needs Families (North Terrace, fifth level) Speaker: Nell G. Sale

As more provisions of the ACA go into effect in 2014, there has been some talk about whether SNTs will still be needed. This session will look at 6 provi-sions of the ACA that every family, trustee and beneficiary needs to know and understand, including (1) children up to age 26 can remain on their parent’s policy, (2) elimination of the lifetime cap, (3) elimination of pre-existing condi-tions (4) expanded Medicaid, (5) changes to Medicare Part D, and (6) those beneficiaries of SNTs who may not be helped by the ACA’s implementation. Terminating the SNT—the Why, When and How (South Terrace, fifth level) Speaker: G. Mark Shalloway

Life changes, circumstances change, and the need for, or even the existence of the SNT may change. This session will review the various reasons why a SNT might be terminated: change in laws, the beneficiary’s circumstances change, the SNT funds are gone, the beneficiary dies, etc. This session also will cover the whens and hows of terminating a SNT, including language in the SNT and drafting to wrap up the SNT. 2:10–2:30 p.m. (King Charles, fifth level) Break and visit with Sponsors and Exhibitors Sponsored by NYSARC, Inc. Trust Services

2:30–3:20 p.m. Breakout Sessions Family Relationships, Living Arrangements and the Impact on Public Benefits (Grand Ballroom, first level) Speaker: Robert W. Fechtman

Family means many things to many people. . . and to various government programs. This session will cover the various issues trustees must face when considering a beneficiary’s living arrangements, how living arrangements may impact a beneficiary’s benefits, and what a trustee must do in making a right, although unpopular, decision. The Use of SNT Funds to Support Beneficiaries in an Environment of Diminishing Public Benefits—Trustee Budgeting and Decision-Making; Counseling Clients on the New Realities (North Terrace, fifth level) Speaker: Michael Amoruso, Howard S. Krooks

Crunching numbers is important for a variety of reasons. When public ben-efits are in play, their requirements and limitations have to be considered in using a 1st party SNT. Decisions have to be made about risk, and whether to forego public benefits altogether. A financial planner can be critical in crunch-ing the numbers and making decisions about managing the funds, whether or not a SNT is used. What will the impact of the ACA be on Medicaid and the need to establish SNTs in the first place?

The Pooled Trust as the Trustee of the Third Party SNT: Promises and Pitfalls (South Terrace, fifth level) Speaker: Stephen W. Dale, Heidi J. Flatt, Barbara Helm

This session will focus on using a pooled trust as Trustee for 3rd party trusts, both pooled and stand-alone. The presenters will discuss how utilization of a Pooled SNT expands options and choice. Stability, transparency, account-ability and portability of the pooled and stand-alone 3rd party trusts will be discussed. 3:30–4:20 p.m. Breakout Sessions Income Determinations Under Various HUD Assisted Housing Programs: What’s a SNT To Do? (Grand Ballroom, first level) Speaker: Chung-yiu “Andrew” Lee

Figuring out an accurate HUD-assisted tenant’s rent stems from understand-ing what amounts of income must be included and disregarded. This session describes the HUD income regulations found at 24 CFR part 5, subpart F as applicable to Public Housing, Section 8 Project-Based, Project-Based Vouchers, Tenant-Based assistance, the Section 202 Supportive Housing for the Elderly, Section 811 Supportive Housing for Persons with Disabilities, Section 811 Proj-ect Rental Assistance, and the Senior Preservation Rental Assistance Contracts program. The sessions will cover HUD’s administrative guidance related to income determinations and its impact on SNT distributions. Tax Issues in 2013 and Beyond (North Terrace, first level) Speaker: Nell G. Sale

There have been some changes in the tax code that all Grantors and Trust-ees need to consider, including those made in the American Taxpayer Relief Act, such as the estate tax deduction made permanent, the use of MAGI in determining eligibility for expanded Medicaid, income and capital gains taxes on trusts, the limit on medical and dental expenses, the limit on itemized deductions, and more. Social Security Appeals of Adverse Trust Determinations and Why You Should Do Them (South Terrace, first level) Speaker: David Lillesand

Sometimes the answer you get for your client is no. But maybe no is the wrong answer. This session will cover Social Security appeals of adverse trust deci-sions, discuss how to effectively advocate for a different result, how to convince SSA that you are right, and how to get paid for the appeal. 4:30–5 p.m. (Grand Ballroom, first level) Question and Answer Wrap-Up: Putting All the Pieces Together Speakers: Robert W. Fechtman, David Lillesand, Janet Lowder, Craig C. Reaves 5–6 p.m. (King Charles, fifth level) Reception Sponsored by Loews Don CeSar Hotel

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Friday, October 18, 2013 2013 Special Needs Trusts 7:30 a.m.–5 p.m. (Buena Vista, fifth level) Registration Desk Open 7:30 a.m.–5 p.m. (King Charles, fifth level) Exhibit Hall Open 7:30–9 a.m. (King Charles, fifth level) Continental Breakfast and visit with Sponsors and Exhibitors 8:30– 8:40 a.m. (Grand Ballroom, first level) Welcome and Announcements Speaker: Rebecca C. Morgan 8:40– 9:10 a.m. (Grand Ballroom, first level) The State of the Union: SNTs in 2013 and Beyond Speakers: Robert B. Fleming, Mary Alice Jackson

With the ACA and the ABLE legislation, some wonder whether SNTs contin-ue to be a viable planning tool for beneficiaries, whether 1st party or 3rd party SNTs. This session will present the pros and cons of using SNTs in 2013 and beyond, with it likely that both sides will make the other’s argument at some point. Not only will this session provide excellent considerations regarding the use of SNTs, it will provide high drama and great entertainment. 9:10–9:35 a.m. (Grand Ballroom, first level) Social Security Disability: The Coming Confrontation Speaker: Former Commissioner of Social Security Michael Astrue

This session will discuss the implications of the projected 2016 insolvency of the Disability Trust Fund and possible implications of that projection for Americans with disabilities. 9:35–9:45 a.m. (Grand Ballroom foyer, first level) Break Sponsored by Stewart Home School

9:45–10:10 a.m. (Grand Ballroom, first level) Remarks by SSA Representatives (via video conference) Speaker: Eric Ice, Director for the Office of Supplemental Security Income (SSI) and Representative Payee Policy at SSA 10:10–10:45 a.m. (Grand Ballroom, first level) Panel Discussion Panelists: Robert B. Fleming, Mary Alice Jackson, Mary E. O’Byrne, Neal A. Winston 10:45–11:30 a.m. (Grand Ballroom, first level) Veterans and SNTs: Serving Those Who Serve Our Country— Understanding Veterans’ Needs, Programs and the Role of SNTs in Planning for the Future Speakers: Maj. Gen. Joseph G. Lynch (ret.), Assoc. Dean Michael P. Allen, G. Mark Shalloway

Many veterans are eligible for benefits through the VA, and those injured in the line of duty may not need a SNT for those purposes. Sometimes, veterans get injured at home, have a child with special needs, or may be the recipient

of funds appropriate for a SNT. This session will review generally the needs of veterans, typical programs and the intersection of SNTs. 11:40 a.m.–12:30 p.m. Breakout Sessions The Trustee’s Responsibility (or Not) to Oversee Public Benefit Access: Trust Law and Drafting Suggestions (Grand Ballroom, first level) Speaker: Mary Alice Jackson

Although there are many reasons to use a SNT, oftentimes a beneficiary’s eligi-bility or receipt of public benefits is one reason. If a beneficiary is not receiving benefits, but is eligible, does a trustee have a duty to apply on the beneficiary’s behalf, or see that someone does? If so, what is the source of this duty? How can the attorney include language in the SNT to make it clear that the trustee has the responsibility to be sure that the beneficiary applies for and remains eligible for appropriate public benefits? Autism and the DSM-V (North Terrace, fifth level) Speaker: Dr. Karen Berkman

The new DSM-V created quite a lot of discussion before it was released. One of the changes was the classification of Autism. Dr. Berkman will discuss the changes, the impact of the DSM-V and latest news in autism that attorneys and trustees need to know. Litigating Fair Market Value (South Terrace, fifth level) Speaker: Laurie Hanson

Transfers for less than fair market value result in a penalty. . . but many times a transfer is for fair market value, despite what the state Medicaid agency thinks. It is possible to litigate the issue and prove a transfer is for fair market value. This session will cover the law and regulations regarding transfers for less than fair market value and how to litigate and prove that a transfer is not disqualify-ing because it was made for fair market value. 12:30–1:30 p.m. (Pavilion West, poolside) Networking Lunch 1:45–2:45 p.m. Breakout Sessions Third Party SNTs—More Than Testamentary Dispositions (Grand Ballroom, first level) Speaker: Barbara Hughes

Third Party SNTs have more uses than just a SNT in a will. This session will look at those uses, variations and contraindications, including when the grantor would want the 3rd party SNT to be a sole benefit trust, when the SNT should have single beneficiary, how naming multiple beneficiaries may create problems, when to use a grantor SNT vs. QDT, and more. MSA, Liens and the Ahlborn Progeny—What Attorneys and Trustees Need to Know (North Terrace, fifth level) Speaker: Bradley J. Frigon

This session will review the latest statutory and case law updates on the Medi-care Secondary Payor (MSP) rules and what is new with MSA. This session will also include a discussion on the U.S. Supreme Court decision in WOS vs. E.M.S on Medicaid liens.

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What Every SNT Lawyer Needs to Know About Special Education Advocacy (South Terrace, fifth level) Speaker: Bernard Krooks

Many SNT beneficiaries are still in school, and there are many programs and services available to help beneficiaries succeed through the educational process and achieve independence. Federal law mandates that school districts provide appropriate services for children with disabilities. This session will cover the programs and services available and provide helpful tips to attorneys on how to represent clients against school districts to be sure that beneficiaries receive the educational help available and mandated under the law. 2:45– 3:05 p.m. (King Charles, first level) Break Sponsored by Stewart Home School

3:05– 3:55 p.m. Breakout Sessions Parental Duty of Support and SNTs for Minors (Grand Ballroom, first level) Speaker: Craig C. Reaves

As beneficiaries live past the age of majority, many issues regarding support can arise. States may have statutes that require a parent to continue to pay child support for a child with special needs past the age of majority. The non-custodial parent may try to eliminate the parent’s child support obligation, arguing that the SNT’s existence obviates the need for support. Sometimes beneficiaries have children and may be ordered to pay child support—and the question becomes whether the SNT can do so. This session will review the applicable statutes and cases and provide sample language for SNTs and family agreements. New Issues in Settlement Cases—Not Just for Medicare Anymore (North Terrace, first level) Speaker: Janet Lowder

MSAs are always thought about in the context of Workers’ Compensation and personal injury settlements when the beneficiary is, or will be, receiving Medi-care. However, some private insurance companies are following Medicare’s example and refusing to cover future medical care when a person has been compensated for future medical damages in a settlement. Is this the wave of the future? This session will explore how this trend and the provisions of the ACA may affect future medical damages in settlements next year. I Didn’t See That Coming! Protecting the SNT Trustee from Liability (South Terrace, first level) Speakers: Stephen W. Dale, Scott M. MacDonald

This session will focus on actions the SNT Trustee can take to reduce liability; including: proper budgeting and financial planning consistent with the Uni-form Prudent Investor Act, accurate recordkeeping, appropriate notices and court accounting procedures. This session will highlight preventative legal and financial disciplines designed to avoid legal and remunerative actions against the fiduciary trustee.

3:55–4:10 p.m. (King Charles, first level) Break and visit with Sponsors and Exhibitors Sponsored by Stewart Home School

4:15–5 p.m. (Grand Ballroom, first level) The Update Speaker: Robert B. Fleming

The eagerly anticipated session for every SNT conference, offering updates on the breaking news in laws, regulations, cases, POMS, policies and more. 5 p.m. Adjourn

Special ThanksA special thank you to

Loews Don CeSar Hotel and their wonderful staff for hosting the Special Needs Trusts Conference

for the last five years!

Save the DatesApril 25, 2014 Fundamentals of Special Needs Trusts Webinar

October 15-17, 2014 2014 Special Needs Trusts - The National Conference*New location* The Vinoy® Renaissance St. Petersburg Resort and Golf Club501 5th Avenue NW, St. Petersburg, Florida 33701

Stay connected | stetson.edu/lawconferences

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Stetson Law Conference Staff If you require assistance, stop by the registration desk (Buena Vista, fifth level), and ask for a member of our conference staff.

Stetson Law Elder Law Advisory BoardJohn W. Biesinger, III, Attorney at Law, Regional Representative, ERG Law Firm, St. Petersburg, Florida

Robert B. Blancato, Attorney at Law, Matz, Blancato and Associates, Washington, D.C.

Robert A. “Bob” Butterworth, Jr., Attorney at Law, Fowler White Boggs P.A., Ft. Lauderdale, Florida

Gentry Barnett Byrnes, Chief Fiduciary Officer, Raymond James Trusts, N.A., St. Petersburg, Florida

Alexander M. “Zander” Clem, Attorney at Law, Morgan & Morgan, Orlando, Florida

Honorable Nikki DeShazo, Retired Senior Judge, Dallas County Probate Court, Dallas, Texas

Robert B. Fleming, Certified Elder Law Attorney, Fleming & Curti, PLC, Tucson, Arizona

Roberta Kemp Flowers, Professor of Law, Stetson University College of Law, Gulfport, Florida

Leo J. Govoni, President, Boston Asset Management, Clearwater, Florida

Mary Alice Jackson, Attorney at Law, Boyer, Jackson, Bowman & Boyer, P.A., Austin, Texas

David W. Jolly, President, Three Bridges Advisors, Inc., Washington, D.C.

Bentley Lipscomb, Retired AARP State Director, Clearwater, Florida

Susan Mesenbrink, Sr. VP and National Manager, Special Need Trusts Group, Wells Fargo Private Bank, Seattle, Washington

Rebecca C. Morgan, Professor of Law, Stetson University College of Law, Gulf-port, Florida

G. Mark Shalloway, Attorney at Law, Shalloway & Shalloway, West Palm Beach, Florida

Jack Shreve, Senior General Counsel, Office of the Governor, The Capitol, Tallahassee, Florida

John W. Staunton, Attorney at Law, John Staunton, P.A., Clearwater, Florida

Matt Towery, CEO, Insider Advantage, Atlanta, Georgia

Darlene Krizen Manager, Center for Excellence in Elder Law krizen@law.stetson.edu

Shannon Edgar Director, Faculty Support Services sedgar@law.stetson.edu

Online LL.M. in Elder Law

Ready to take your practice to the next level?

Enhance your practice and increase your expertise to serve your clientswith an online LL.M. in Elder Law from Stetson University College of Law

(727) 562-7393 | elderlaw@law.stetson.edustetson.edu/elderlawllm

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Conference Chair Rebecca C. Morgan Boston Asset Management Chair in Elder Law Director, Center for Excellence in Elder Law Stetson University College of Law

Conference Faculty

Michael Amoruso, Attorney at Law, Amoruso & Amoruso, LLP, Rye Brook, New York

Michael Astrue, Former Commissioner of the Social Security Administration, Belmont, Massachusetts

Dr. Karen Berkman, Research Assistant, Professor and Director, Center for Autism and Related Disabilities, University of South Florida, Tampa, Florida

Thomas F. Brink, Attorney at Law, Litchfield Cavo LLP, Tampa, Florida

Stephen W. Dale, Attorney at Law, The Dale Law Firm, Pacheco, California

Robert W. Fechtman, Attorney at Law, Fechtman Law Office, Indianapolis, Indiana

Travis D. Finchum, Attorney at Law, Special Needs Lawyers, P.A., Clearwater, Florida

Heidi J. Flatt, CPA, CGMA, Chief Operating Officer Trust Services, NYSARC, Inc. Trust Services, Latham, New York

Robert B. Fleming, CELA, Attorney at Law, Fleming & Curti, PLC, Tucson, Arizona

Bradley J. Frigon, CELA, CAP, Attorney at Law, Law Offices of Bradley J. Frigon, Englewood, California

Laurie Hanson, Attorney at Law, Reher & Hanson, P.A., Minneapolis, Minnesota

Barbara Helm, Executive Director, ARCare, Inc., Overland Park, Kansas

Barbara S. Hughes, Attorney at Law, Hill, Glowacki, Jaeger & Hughes LLP, Madison, Wisconsin

Mary Alice Jackson, Attorney at Law, Boyer, Jackson, Bowman & Boyer P.A., Austin, Texas

Bernard A. Krooks, CPA, CELA, AEP, Attorney at Law, Littman Krooks LLP, New York, New York

Howard S. Krooks, CELA, CPA, Attorney at Law, Elder Law Associates P.A., Boca Raton, Florida

Chung-yiu “Andrew” Lee, Attorney at Law, Office of General Counsel - Assisted Living Division, U.S. Department of Housing and Urban Development, Washington, D.C.

David Lillesand, Attorney at Law, Lillesand, Wolansky & Waks P.L., Clearwa-ter, Florida

Janet Lowder, Attorney at Law, Hickman & Lowder Co. LPA, Cleveland, Ohio

Joseph Lynch, Major General, USAF (Ret.), General Counsel, Military Officers Association of America, Alexandria, Virginia

Scott MacDonald, Senior Vice President, Merrill Lynch, Fiduciary and Special Needs Group, Modesto, California

Mary E. O’ Byrne, Attorney at Law, Frank, Frank & Scherr, LLC, Lutherville, Maryland

Craig C. Reaves, CELA, Attorney at Law, Reaves Law Firm, P.C., Kansas City, Missouri

Nell G. Sale, CELA, Attorney at Law, Pregenzer, Baysinger, Wideman & Sale, PC, Albuquerque, New Mexico

Dennis M. Sandoval, CELA, AEP, EA, Attorney at Law, Dennis M. Sandoval, A Professional Law Corp., Riverside, California

G. Mark Shalloway, CELA, Attorney at Law, Shalloway & Shalloway, PA, West Palm Beach, Florida

Kerry Tedford-Coles, Vice President, Trust Administrations, PLAN of Connecticut, Inc., West Hartford, Connecticut

Neal A. Winston, CELA, Attorney at Law, Winston Law Group, LLC, Somerville, Massachusetts

Stuart D. Zimring, CAP, Attorney at Law, Law Offices of Stuart D. Zimring, North Hollywood, California

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SponsorsPlatinum Sponsor

Trust Employee Administration & Management (TEAM) Contacts: Art Candland, Cheryl Doss, Terry Keating, Sharon Novak J.D.

8530 La Mesa Boulevard, Suite 200 La Mesa, California 91942 Phone: (877) 767-8728 | (619) 281-1100 Fax: (619) 281-1926 www.rmstrategy.com

Risk Management Strategies, Inc. d/b/a Trust Employee Administration and Management (TEAM) was formed in January 2003 by Arthur D. Candland and Terence J. Keating to provide employer-related services and to assume employer-related liabilities to the trust industry. With over 50 years of combined experience in employee benefits, risk management and employee staffing, the TEAM system allows you to manage your fiduciary responsibilities with the confidence that employee issues—including pay-roll, compliance, background checks and national workers’ compensation plan—are monitored and managed by experienced professionals. TEAM also has a national group health plan for all parents and dependent chil-dren, including disabled beneficiaries.

Gold Sponsors

NYSARC, Inc. Trust Services Contact: Heidi J. Flatt, CPA, CGMA

PO Box 1531 Latham, New York 12110 Phone: (800) 735-8924 (Toll-Free) www.nysarctrustservices.org

NYSARC, Inc. Trust Services has been administering supplemental needs trusts since 1972. We offer several trust programs including first-party pooled trusts, a third-party pooled trust and individual trusts. These programs qualify as supplemental needs trusts allowing the disabled individual to maintain eligibility for Medicaid, SSI and/or other govern-ment benefits. Trust funds are used to enhance the quality of life of the disabled beneficiary. These programs are open to indviduals with varying disabilities. NYSARC Inc., established in 1949, is the largest provider of services to individuals with developmental disabilities in the country. We are committed to enhancing the quality of life of disabled persons, promoting autonomy, maximizing the development of individual skills, and fostering integration into the community.

Stewart Home School Contact: Shelley Sellwood-Davis | ssellwood-davis@stewarthome.com

4200 Lawrenceburg Road Frankfort, Kentucky 40601 Phone: (502) 227-4821 Fax: (502) 227-3013 www.StewartHome.com

Stewart Home School invites you to learn more about our school for students of all ages with a variety of intellectual disabilities. At this confer-ence, we will be sharing videos of our school, and information to provide an understanding of who we are.

Registration Sponsor

MetLife Center for Special Needs Planning Contact: Kelly Piacenti | specialneedsplanning@metlife.com

300 Davidson Avenue Somerset, New Jersey 08873 Phone: (877) 638-3375 Fax: (908) 655-9820 www.metlife.com/specialneeds

The MetLife Center for Special Needs PlanningSM is dedicated to help-ing families secure lifetime care and quality of life for their dependents with special needs. The Center’s mission is to help families plan for the future of their dependents, including preserving government benefits and providing insurance and other financial solutions that can help provide lifelong quality care.

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Exhibitors

Academy of Special Needs Planners Contact: Stephanie Cole | stephanie@specialneedsplanners.com

150 Chestnut Street, Fourth Floor Providence, Rhode Island 02903 Phone: (866) 296-5509 Fax: (401) 351-2642 www.specialneedsplanners.com

ASNP is a community of professionals working together to stay on the cutting edge of legal developments and share the latest strategies in plan-ning for individuals with special needs. When you join ASNP, you will learn from and network with some of the most experienced and respected attorneys in the field. Whatever your level of development, ASNP has the resources to help you strengthen your practice. The Centers Contact: Amanda Pope

4912 Creekside Drive Clearwater, Florida 33760 Phone: (877) 766-5331 Fax: (877) 619-4023 www.centersweb.com

The Centers—which comprises The Center for Settlement Consultants, The Center for Lien Resolution, The Center for Medicare Set Aside Administration and The Center for Special Needs Trust Administration—is a nationally-recognized organization. We provide an extensive range of professional services specifically designed to meet the needs of law firms and to fully protect their clients’ futures. By offering a wide spectrum of settlement services, we work to maximize financial returns and stability for claimants and their families. The Centers fully protect your clients with these services: lien resolution, MSA allocation and administration, life care planning, Special Needs Trust administration, fiduciary support services, public benefits compliance, and structured settlements.

Coral Gables Trust Contact: John W. Harris, Managing Director, Chief Wealth Advisor | jharris@cgtrust.com

255 Alhambra Circle, Suite 333 Coral Gables, Florida 33134 Phone: (305) 443-2544, Toll Free (855) 768-7878 Fax: (786) 497-1217 www.cgtrust.com

Coral Gables Trust’s professionals have a wealth of experience in administiring Special Needs Trusts. We provide protection, security and comfort through careful review of our client’s needs in coordination with government benefits. We provide the benefit of professional investment management and experienced SNT administrators. Our staff is trained in the requirements and responsibilities for Special Needs Trust administra-tion and understands the importance of being fully accessible to provide personal assistance in handling client’s questions and concerns. Our officers are available where and when needed to guide our client through all important considerations.

Coral Gables Trust strives to provide totally conflict-free services to our clients, combining personalized advice and service, and a culture totally

devoted toward putting our client’s interests first. Coral Gables Trust was voted Best of Miami 2007 by Miami Today, voted for the fourth consecutive year Best Trust Company in Coral Gables (2010-2013) by the United States Commerce Association (USCA) and ranked Top Trust Firm in South Florida by Florida Trend.

ElderCounsel, LLC Contact: John Shickich | sales@eldercounsel.com

PO Box 13 Sisters, Oregon 97759 Phone: (888) 789-9908 Fax: (888) 320-6782 www.eldercounsel.com

ElderCounsel is a membership organization that helps elder law and special needs planning attorneys across the country become more efficient and profitable through our top-notch document drafting system, educa-tion and member support.

Family Network on Disabilities Special Needs Trust Administration Contact: Richard La Belle

2196 Main Street, Suite K Dunedin, Florida 34698 Phone: (800) 825-5736 www.fndusa.org

Family Network on Disabilities (FND) provides comprehensive special needs trust services, including service as a trustee, co-trustee or trust administrator. We administer all types of special needs trusts, includ-ing pooled trusts, individual trusts and FND’s Family Pooled Fund of third-party trusts. FND serves as trustee for the Family Network on Dis-abilities National Pooled Trust, proudly serving persons with disabilities since 1999. We also provide MSA administration and help your clients maximize recovery and funds through the assistance of public benefits. We provide comprehensive trustee services, pre-settlement consultation and planning, and coordination of money management and custodial functions. Our core values are transparency, accountability, service and stability. Family Network on Disabilities is a national network of families and individuals of all ages who may be at-risk, have disabilities, or have special needs and their families, professionals and concerned citizens. We are a grassroots organization with over 25 years of service to the disability community.

Guardian Trust Contacts: Travis Finchman, Steven Hitchcock

901 Chestnut Street, Suite C Clearwater, Florida 33756 Phone: (800) 669-2499 Fax: (727) 754-5948 www.GuardianTrusts.org

Guardian Trust administers all forms of Special Needs Trusts for clients throughout the United States. We administer Pooled Trusts (d4C), Individual, Self-Settled Trusts (d4A) and Third-Party Trusts. In addition, we administer Medicare Set Aside Trusts for those clients who need both SNT and MSA services for public benefits qualification or preservation.

Established by the charity National Non-Profit for Americans with Dis-abilities, Inc. (NNAD) in 2002, Guardian Trust was created for the sole purpose of helping people with disabilities manage their finances while

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financially qualifying for Public Assistance Programs such as Medicaid and Supplemental Security Income (SSI). The Trust’s founders identified the need for professional, responsive and “client centered” Special Needs Trust Administration.

Guardian Trust has professional oversight of all the Trusts, as well as professional liability insurances covering errors and omissions and theft of funds. At Guardian Trust, we truly believe we are here to serve our Beneficiaries. HWA International, Inc. Contact: Harry Sullivan, President

8363 Wolf Lake Drive #101 Memphis, Tennessee 38133 Phone: (901) 388-6120 Fax: (901) 388-5574 www.hwainternational.com

HWA International has been providing trust accounting software since 1977. We are an independent, privately held corporation headquartered in Memphis, Tennessee. Our mission is to provide reliable, affordable tools for efficient portfolio management and trust operations, with excep-tional customer service. Our products provide a full range of processing and reporting solutions for banks, special needs offices, trust companies’ family offices, attorneys, CPAs and other financial institutions.

Pooled fund accounting is one of our specialties. We can provide an NAV calculator, automated pooled fund distributions tailored to fit your setup, automated fee calculation and processing, an easy export of K-1 informa-tion, and more.

We are uniquely positioned to customize our systems to help you address the challenges posed by an ever-changing environment. Our team of experienced professionals welcomes the opportunity to work with you in creating a total solution to fit your needs.

Krause Financial Services Contact: Cassandra R. Bishop | info@medicaidannuity.com

1234 Enterprise Drive DePere, Wisconsin 54115 Phone: (866) 605-7437 Fax: (866) 605-7438 www.medicaidannuity.com

Krause Financial Services is the only attorney-led financial services firm in the nation that specializes in helping families qualify for Medicaid and Veterans benefits through the use of insurance products. With over 25 years of experience, Dale M. Krause, J.D., LL.M., is known for his long-standing personal commitment to elder law attorneys and their clients. He is a national Veterans benefits and crisis Medicaid planning advocate, and has earned the distinct reputation of being the “Pioneer of Medicaid Compliant Annuities.”

Medivest Contact: Joe Anderson | janderson@medivest.com

2100 Alafaya Trail, Suite 201 Oviedo, Florida 32765 Phone: (415) 606-1332 www.medivest.com

Medivest is the leading provider of products and services that assist set-tling parties remain in compliance with Medicare Secondary Payer obliga-tions, including Custodial Accounts and MSAs.

Mobility Support Systems, LLC Contact: Cathy Breneman | mobilitysupport@supportsystems.com

8142 Biscayne Court Saline, Michigan 48176 Phone: (734) 777-4091 Fax: (734) 944-2341 www.mobilitysupportsystems.com

Mobility Support Systems, LLC works nationally to provide a unique service to address the specific needs and concerns involved in accessible vehicle disbursements from Special Needs Trust. The MSS® program pro-vides a variety of services in addition to vehicle lease options as well as li-ability protection for the trust, trust beneficiary and trustee. The MSS® All Inclusive Program provides: safety review of appropriate vehicle options, WC-19 wheelchair compliance and wheelchair security restrain system review, 5-year extended warranty, full maintenance program, coordination of the MSS® million dollar liability insurance program, coordination and payment of all license and registration via local Department of Motor Vehicles, 24/7 emergency road-side assistance throughout the United States, liability protection for the Trust, Trust Beneficiary and Trustee. This protection is provided by MSS® holding title to the vehicle with the trust beneficiary and/or appropriate individual and via our unique insur-ance program. The program also eliminates vehicle disposal issues. In the event the trust beneficiary predeceases, we will take the vehicle back with no further obligation by the Trustee of family. We also provide direct vehicle purchase options. All vehicles are personally delivered to the trust beneficiary’s home anywhere in the United States (additional fees apply for Alaska and Hawaii).

National Academy of Elder Law Attorneys Inc. (NAELA) Contact: membership@naela.org

1577 Spring Hill Road, Suite 220 Vienna, Virginia 22182 Phone: (703) 942-5711 Fax: (703) 563-9504 www.naela.org

Established in 1988, the National Academy of Elder Law Attorneys (NAELA) is a nonprofit association for attorneys specializing in Elder and Special Needs Law. NAELA’s mission is to establish members as the premier providers of legal advocacy, guidance and services to enhance the lives of people with special needs and people as they age. NAELA’s vision is to be the recognized leader inspiring and empowering attorneys to enhance the quality of life for the elderly and those with special needs.

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National Care Advisors, LLC Contact: Laura Alexander

3982 Powell Road, Suite 231 Powell, Ohio 43065 Phone: (937) 748-9412 Fax: (937) 748-9413 www.nationalcareadvisors.com

National Care Advisors provides care management and quality of life consulting services to attorneys, trustees and financial managers working with clients who have special needs challenges.

Our national services include:   •  Third-party benefits analysis and advocacy   •  Long-term quality-of-life planning and cost projection   •  Housing, education, vocational advocacy   •  Special needs expenditure planning   •  Service and product vendor selection   •  Discount network access for private pay equipment and supplies   •  Medicare set aside administration support   •  Medical bill review and resolution   •  Trust advisor services

By collaborating with attorneys, financial planners, settlement consul-tants, corporate trustees and insurance companies, we have made it our core focus to make quality of life not only possible, but sustainable over a lifetime. Practical Planning System Contact: Kim Mayberry, Vice President Operations | kmayberry@practicalplanningsystems.com

299 S. Main Street, Suite 1300 Salt Lake City, Utah 84111 Phone: (877) 284-7897 Fax: (866) 593-9467 www.practicalplanningsystems.com

Practical Planning System improves your practice through automated Estate and Special Needs Planning documents, online client interviews, education, online marketing, and software training and support.

Special Needs Alliance Contact: Jihane Rohrbacker | info@specialneedsalliance.org

6341 E. Brian Kent Tucson, Arizona 85710 Phone: (520) 546-1005, Toll Free (877) 572-8472 Fax: (520) 546-5119 www.specialneedsalliance.org

The Special Needs Alliance is a national, not for profit organization of attorneys dedicated to the practice of disability and public benefits law. Individuals with disabilities, their families and their advisors rely on the SNA to connect them with nearby attorneys who focus their practice in the disability law arena. The SNA is an invitation-only organization. SNA membership is based on a combination of relevant legal experience in the disability and elder law fields, direct family experience with disability, active participation with national, state and local disability advocacy or-ganizations, and professional reputation. As a result, a SNA member will have an average of 18 years of relevant legal experience, with no member having practiced law for less than ten years. The majority have been certi-fied as Elder Law Attorneys (CELAs) by the National Elder Law Founda-tion, the certifying entry for the National Academy of Elder Law Attorneys (NAELA).

Stetson University College of Law Office of Career Development Contact: Stacy Elizondo | elizondo@law.stetson.edu

1401 61st Street South Gulfport, Florida 33707 Phone: (727) 562-7975 Fax: (727) 347-5692 stetson.edu/law

Stetson University College of Law, Florida’s first law school, has educated lawyers, judges and other professionals for more than a century. Stetson Law offers JD and LLM degrees, top-ranked programs in advocacy and legal writing, four dual-degree programs, and international courses in nine countries. The law school is located in the Gulfport/St. Petersburg area with a satellite campus in downtown Tampa. Stetson University’s historic campus, founded in 1883 in DeLand, is home to the College of Arts and Sciences, School of Business Administration, and School of Music, and has a satellite center in Celebration offering advanced degrees. Vista Points Special Needs Trusts Contact: Darlene Kemp | dkemp@vistapoints.org

1550 North Mount Juliet Road, Suite 203 Mount Juliet, Tennessee 37122 Phone: (615) 758-4660 Fax: (615) 758-4661 www.vistapoints.org

Vista Points, Inc. is a non-profit organization and Tennessee’s only Special Needs Trust Resource Center. Vista Points is dedicated to raising awareness regarding Special Needs Trusts. Through community outreach activities and educational programs, Vista Points promotes the advatanges of Special Needs Trusts to those who will most benefit, including people living with physical or mental disability, parents and caregivers, advocacy groups, and the professionals who serve and guide them.

Wells Fargo, Special Needs Trust Contact: Lani Dalrymple, Senior Trust Officer | lani.dalrymple@wellsfargo.com

999 Third Avenue, 40th Floor Seattle, Washington 98104 Phone: (206) 343-8025 Fax: (206) 343-2682 www.wellsfargo.com

At Wells Fargo, the administration of Special Needs Trusts has been a core business offering since 1996. Currently, we serve over 1,000 clients nationwide. To make certain that Special Needs Trusts are administered with the greatest skill, knowledge and compassion possible, Wells Fargo has assembled a dedicated team of professionals who administer only Special Needs Trusts. This team works closely with other Wells Fargo pro-fessionals, including investment professionals and bankers to meet clients’ needs and goals. Depending on a beneficiary’s needs, Wells Fargo offers services such as professional service coordination, budgeting, bill-pay and tax review. Another specialized capability at Wells Fargo is real estate man-agement, which is often a primary concern for beneficiaries living with disabilities. Our skilled real estate specialists can help our clients evaluate housing options or manage real estate owned by the Special Needs Trust.

Wells Fargo is one of the oldest and largest national providers of Special Needs Trust administration in the United States today. At Wells Fargo, we work to help our clients achieve the highest possible quality of life.

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Notes

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Center for Excellence in Elder Lawstetson.edu/elderlaw | elderlaw@law.stetson.edu

(727) 562-7393 | Fax (727) 345-1838

Office of Conferences and Eventsstetson.edu/lawconferences | conferences@law.stetson.edu

(727) 562-7312 | Fax (727) 345-1838