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FLORIDA RECORD

Thursday, May 2, 2024

Special Needs Trusts Conference Turns 25

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Law Firm | Unsplash by Tingey Injury Law Firm

It is no secret that Stetson Law is home to a pioneering elder law program that invites students to be a part of a growing area of practice through a certificate of concentration, an LL.M., and pro bono opportunities.

The Center for Excellence in Elder Justice (formerly the Center for Excellence in Elder Law) is so highly regarded that the annual event it organizes and hosts, the National Conference on Special Needs Planning and Special Needs Trusts (SNT) is poised to celebrate 25 years of inspiring community and collaboration among professionals in the elder and special needs spaces. Taking place every year in the beautiful Vinoy Resort & Golf Club, Autograph Collection in downtown St. Petersburg, it is an event that leaders in the field look forward to every October. (See the SNT 2022 recap.)

Stetson Law Professor Rebecca Morgan, who is Boston Asset Management Chair in Elder Law and Director of the M.J. in Healthcare Compliance law, said she owes the event’s success to a fellow pioneer in the field.

“Twenty-six years ago, a friend and leading elder law attorney, Julie Osterhout told me Stetson needed to offer a conference on Special Needs Trusts,” Morgan said. “Twenty-five years later, I’m still grateful for Julie’s suggestion.”

Morgan ran the event for its first 20 years; Law Professor and Director of Stetson Law’s Center for Elder Justice Roberta Flowers took the reins in year 21.

A national professional gathering

Over the decades, SNT has become a premier national event drawing prominent speakers from law firms, academia, government, nonprofits, and beyond – all of whom share their unique insights on special needs trusts and how they are created, planned, administered, and monitored.

Topics range from detailed examinations of changes to federal regulations to managing the rigors of a career that often involves trauma and grief.

As always, dozens of sponsors and vendors line the hall outside of the meeting rooms, and networking over happy hour creates meaningful connections and memories that inspire attendees to return year after year.

What to expect at SNT 2023

Attendees will be wowed by the newly renovated Vinoy Resort (last year’s attendees may recall some construction), which offers new restaurants, a glamorously revamped pool terrace, a new spa, and much more.

More excitement awaits inside the ballrooms and breakout spaces.

The activity starts Wednesday, October 18 with specialized programming, including the SSA Mechanics Bootcamp, Veterans Benefits Intensive, Tax Intensive, and Pooled Trusts Intensive.

The National Conference programming begins Thursday, October 19. Presentations include a discussion about confronting ablism and ageism with Dr. Tracey Gendron; one exploring the effects of artificial intelligence on trust planning and special needs trusts with Stetson Bruce R. Jacob Visiting Professor of Law Mason Clark and Janet Lowder; and another navigating potential conflicts of interest with Slade Dukes, Will Lucius, Bridget Swartz, and moderator Stuart Zimring. 

Original source can be found here.

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