Thursday, August 17, 2006

Stetson to Host Special Needs Trust Seminar

When:  October 19-20, 2006
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

Topics Include

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.

Get more info here.

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