Thursday, August 17, 2006
When: October 19-20,
Where: Clearwater Beach, FL
Program Chair: Professor Rebecca C. Morgan - Director, Center for Excellence in Elder Law
Boston Asset Management Faculty Chair in Elder Law
Plenary Sessions: Analyzing an Incoming SNT Matter, SSI & SNTs, Corporate Trustees - What They Need You to Know, Future of the SNT Practice, New Developments, and Current Issues in SSI.
Attorneys’ Track: Ethics, Administration, Modifying Trusts, Fixing Problems, Tax Planning for SNTs, Tax Issues in SNTs, Creating the Long-term SNT Distribution Plan, SNTs & Qualified Plans, Interstate/Multi-state Issues, and Developing a System for Self-Settled Special Needs Trusts.
Trustees’ Track: Marketing, Investment & Management Issues, Budgeting & Counseling Issues, Representation Issues, Hiring Others, How to Find Services and Advocate for the Beneficiary, Houses & Cars, I Want to Buy A......, and Closing & Planning to End SNTs.