Office of Conferences and Events1401 61st Street SouthGulfport, Florida 33707

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2012 Special Needs TrustsThe National ConferenceOctober 17-19, 2012Loews Don CeSar Hotel • St. Pete Beach, FloridaRegister online at www.law.stetson.edu/conferences/snt

October 17, 2012Pre-conference: Law Office Management Technology

Pre-conference: Hot Topics About Pooled Trusts

October 18, 2012 The Basics of Special Needs Trusts October 19, 20122012 Special Needs Trusts

2012 Special Needs TrustsThe National Conference

HoTel ACCommodATioNs RESERVE YOUR ROOM TODAY! The Special Needs Trusts Conference is weeks away, and rooms at the Don CeSar are going fast! Loews Don CeSar Hotel and Beach House Suites are located on the island of St. Pete Beach in the Gulf of Mexico. The main resort features 277 guest rooms, a 24-hour fitness center, spa and beach club. The main hotel is located at 3400 Gulf Boulevard, St. Pete Beach, Fla. The sister property of the Legendary Loews Don CeSar Hotel, the Beach House Suites by The Don CeSar, is a 70-room, all suite resort located directly on St. Pete Beach, Florida. Located one-half mile from the “Don,” the Beach House Suites complements the elaborate amenities and special pampering of the Pink Palace while offering all the comforts of home. A special Stetson rate of $189 is available through September 12, 2012, based on room availability. A daily resort fee of $10 will be charged for each room. To make your reservations, call 1-800-282-1116 and speak to any travel planner.

Cle iNformATioN (floridA)2012 Special Needs Trusts The National Conference has been approved by The Florida Bar for CLE credit (see breakdown below). It is the responsibility of the attendee to secure CLE credit outside of the state of Florida.

Pre-conference: Law Office Management Technology: 7.00 hours of general CLER credits, including 1.00 hour of ethics.Pre-conference: Hot Topics about Pooled Trusts Highlights: 8.00 hours of general CLER credits; 6.00 hours of certification credit for Elder Law; 6.00 hours of certification credit for Wills, Trusts, & Estates.Basics of Special Needs Trusts: 7.50 hours of general CLER credits2012 Special Needs Trusts: 7.50 hours of general CLER credits; 5.50 hours of certification credit for Elder Law; 5.50 hours of certification credit for Wills, Trusts, & Estates.

Application is being made for CPA, CFP, CTFA, and Guardianship CE credits

speCiAl NeedsIf you require any aids or services, please email us at conferences@law.stetson.edu at least two weeks before the conferences.

The pre-Conferences (Wednesday, oct. 17, 2012)This year’s conference offers two pre-conferences. One pre-conference will focus on the technology and social media issues faced by attorneys and their staff. The other pre-conference will focus on issues for pooled trust administrators, attorneys and those who work with pooled trustees.

Pre-conference: Law Office Management Technology highlights: • What Law Office Staff Need to Know About Using Social Media in/for the Law Office• The Firm’s Digital Assets – How to Protect Them, How to Value Them, What to Do With Them• Developing Written Policies for All Sorts of Things in the Law OfficePre-conference: Hot Topics About Pooled Trusts highlights: • Breaking News – Recent Developments For, About, or Affecting Pooled Trusts• Decision-Making for a Pooled SNT – Using a Decision Tree for SNT Distributions: Dealing with Clients and Attorneys• Pooled Trusts Meet Subsidized Housing: Understanding How SNTs Are Treated in the World of HUD Housing The Conference (oct. 18-19, 2012)

The National Conference is hosting a two-day main conference featuring excellent speakers and support materials on basic and advanced topics for a variety of professionals who work in the field.

Main conference highlights:• Goal-Based Investing and Management of the SNT – Different Investment Models and the Prudent Investor Rule• Focus on SNTs: Checklists to Keep You on Track• Marketing on Special Needs Practice – Five Tips in 60 Minutes• Update from Social Security• Reasons Why SSI Turns Down a SNT and How to Appeal• HUD Policy and SNTs – Bringing Finley v. City of Santa Monica to Your State• Fees – How Courts Interpret the Standard of Reasonableness• The Update: Cases and Breaking News About SNTs

THANK YOU TO OUR SPONSORSTitanium Sponsor Platinum Sponsor Gold Sponsors

Opportunities still available.

Please contact conferences@law.stetson.edu

if interested.

A separate form must be received from each registrant from the same organization or firm.

Mr. Ms. Dr. First name (for badge):

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In case of an emergency during the conference, please list an emergency name and phone number:

Attorneys: CLE Credit? If yes, list state(s): List other professional credits:

How did you hear about this program? Colleague Mailed Brochure Email Marketing Past Conference Other:

Tuition Includes admission to all sessions, conference materials on a flash drive, continental breakfasts, refreshment breaks, lunches and receptions. Attendees are invited to all conference meals free of charge.

Pre-CoNfereNCeS oNLY (Wednesday, October 17, 2012) $189 Law Office Management Technology $150 Webcast – Law Office Management Technology $189 Hot Topics About Pooled Trusts

Pre-CoNfereNCe (if attending Main Conference) (October 17, 2012) $150 Law Office Management Technology $150 Hot Topics About Pooled TrustsmaiN CoNfereNCe (October 18-19, 2012)

$550 Early Rate (Both Days) $600 Standard Rate (Both Days) $550 Webcast Rate (Both Days) $290 Early Rate (Basics of SNT, Oct. 18) $325 Standard Rate (Basics of SNT, Oct. 18) $290 Webcast Rate (Basics of SNT, Oct. 18) $290 Early Rate (SNT, Oct. 19) $325 Standard Rate (SNT, Oct. 19) $290 Webcast Rate (SNT, Oct. 19) $75 Printed Materials (per day) $150 Printed Materials (both days)

gUeSt regiStratioN aNd NetworkiNg oPPortUNitieS

$175 Guest Meals Ticket (for all continental breakfasts, refreshment breaks and lunches on Oct. 17-19). $40 Guest Reception Ticket ONLY (Reception will be held on Oct. 17) I will attend reception on Oct. 17 (attendee) $40 Guest Reception Ticket ONLY (Reception will be held on Oct. 18) I will attend reception on Oct. 18 (attendee) I will participate in the free Tai Chi demonstration class, Oct. 19, 7:00 -7:45 a.m.Guest Name:

Vegetarian Meal Requested (Guest) Vegan Meal Requested (Guest) Gluten-Free Meal Requested (Guest) Vegetarian Meal Requested (Attendee) Vegan Meal Requested (Attendee) Gluten-Free Meal Requested (Attendee)

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2012 Special Needs Trusts • The National Conference Oct. 17–19, 2012 • Loews Don CeSar Hotel • St. Pete Beach, Florida register online at www.regonline.com/2012sNT

Please list your mobile phone number in case we need to reach you during the conference.

Office of Conferences and Events • Stetson University College of Law • 1401 61st Street South• Gulfport, Florida 33707 Phone: (727) 562-7312 • Fax: (727) 347-5044 • www.law.stetson.edu/conferences • conferences@law.stetson.edu

Mail, Fax or E-mail Form To:

EARLY RATES EXPIRE 9/17/12

2012 Special Needs Trusts • The National Conference Oct. 17–19, 2012 • Loews Don CeSar Hotel • St. Pete Beach, Florida register online at www.regonline.com/2012sNT

Webcast registrants DO NOT need to complete. To help us plan the room setup, please indicate the breakout sessions you plan to attend (non-binding)

THURSDAY, OCTOBER 18, 2012 oct. 18 (1:30-2:30 p.m.) How SSI Relates to SNTs Goal-Based Investing and Management of the SNT – Different Investment Models & the Prudent Investor Rule The Sole Benefit Trust – The “Forgotten” Trust

oct. 18 (2:50-3:50 p.m.) Focus on SNTs: Checklists to Keep You on Track The SNT as the Beneficiary of Retirement Plans – Issues and Solutions How to Pick the Trustee

oct. 18 (3:55-4:55 p.m.) Marketing the Special Needs Practice – Five Tips in 60 Minutes What Trustees Need to Know About Insurance and What Is Insurable The ABCs of the IRC for SNTs – Foundational Tax Issues for SNTs

FRIDAY, OCTOBER 19, 2012oct. 19 (10:45-11:35 a.m.) Qualified Settlement Funds: Uncovering Some Hidden Dangers It’s All About the Details: Jurisdiction Venue Governing Law — Where Do You Challenge a Trust or Trustee? Making SNTs Operate Successfully for the Benefit of the Beneficiary

oct. 19 (11:40 a.m.-12:30 p.m.) Planning and Implementing Seamless Transitions for Caregivers and Trustees Medicare Set Aside (MSA) Update and Medicare Secondary Payer (MSP) Case Law Update Defending the SNT – Issues in Litigation

oct. 19 (1:30-2:20 p.m.) When the SSA Counts a SNT as a Resource for SSI and What to Do Transparency vs. Beneficiary Privacy in SNT Administration HUD Policy and SNTs – Bringing Finley v. City of Santa Monica to Your State

oct. 19 (2:45-3:35 p.m.) Fees – How Courts Interpret the Standard of Reasonableness Traps and Tips – Advanced Tax Issues in SNT Administrations Getting Involved Early – Developing Good Working Relationships with Litigators and Family Lawyers

and the Options They Produce

Cancellation, Postponement, and Substitution: Individuals who cancel their registrations by 5 p.m. on Sept. 28, 2012, will receive a refund less a $125 cancellation fee. No refunds will be given after that date, but individuals who cancel after Sept. 28, 2012, will have the option of sending a substitute attendee. Telephone cancellations must be confirmed in writing prior to the Sept. 28 cutoff date. If this program is postponed and the registrant is unable or unwilling to attend on the rescheduled date, registration fees will be completely refunded. The sponsor does not assume and is not responsible for any loss or damage (including travel and hotel accom-modations) as a result of an alteration, postponement, or cancellation of the event. Please note that while speakers and topics were confirmed at the time of publication, the sponsor reserves the right to modify the advertised speakers and/or topics if necessary without any liability. Any changes will be updated on our web page as soon as possible.

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 the Stetson University College of Law marketing.

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9:00 – 9:30 a.m. Registration

9:30 – 9:40 a.m. Welcome and Announcements Rebecca C. Morgan

9:40 – 10:30 p.m. Breaking News — Recent Developments For, About, or Affecting Pooled Trusts Neal A. Winston

10:30 – 11:15 a.m. Decision-Making for a Pooled SNT, Part One: Creating a Decision Tree for SNT Distributions Barbara Helm and Kerry Tedford-Coles

11:15 a.m. – Noon Decision-Making for a Pooled SNT, Part Two: Using a Decision Tree for SNT Distributions: Dealing with Clients & Attorneys Stephen W. Dale and Heidi J. Flatt

Noon – 1:00 p.m. Networking Lunch

1:00 – 2:00 p.m. HUD Programs, Admission & Policies Chung-yiu “Andrew” Lee

2:00 – 3:00 p.m. Creating an Investment Policy: Challenges and Considerations for Trustees of Pooled Special Needs Trusts Heidi J. Flatt and Edward V. Wilcenski

3:00 – 3:15 p.m. Break and Visit with Sponsors and Exhibitors

3:15 – 4:15 p.m. Pooled Trusts Meet Subsidized Housing: Understanding How SNTs Are Treated in the World of HUD Housing Stuart D. Zimring

4:15 – 5:00 p.m. Developing Best Practices for Pooled Trustees Stephen W. Dale, Heidi J. Flatt, Barbara Helm, Kerry Tedford-Coles and Stuart D. Zimring

5:00 – 5:30 p.m. Roundtable Discussions

5:30 p.m. Adjourn

5:30 – 6:00 p.m. Reception

October 17, 2012 Pre-Conference: Hot Topics About pooled Trusts

For session descriptions and registration, visit www.law.stetson.edu/conferences/snt

8:30 – 8:55 a.m. Registration

8:55 – 9:00 a.m. Welcome and Announcements Rebecca C. Morgan

9:00 – 9:50 a.m. What to Know When Dealing With, or Disposing of, Technology Jerry R. Sullenberger

9:50 – 10:40 a.m. Ethical Issues in Using Technology and Social Media Roberta K. Flowers

10:40 – 11:00 a.m. Break and Visit with Sponsors and Exhibitors

11:00 a.m. – Noon What Law Office Staff Need to Know about Using Social Media in/for the Law Office Dean Susan Demers

Noon – 1:00 p.m. Lunch

1:00 – 2:00 p.m. The Firm’s Digital Assets – How to Protect Them, How to Value Them, What to Do with Them Jason L. Turner

2:00 – 3:00 p.m. Developing Written Policies for All Sorts of Things in the Law Office Shirley B. Whitenack

3:00 – 3:20 p.m. Break and Visit with Sponsors and Exhibitors

3:20 – 4:30 p.m. Use of Assistive Technology for People with Disabilities Nancy Mashberg

4:30 p.m. Adjourn

5:00 – 6:00 p.m. Reception

October 17, 2012 Pre-Conference: law office management Technology

(727) 562-7393 - elderlaw@law.stetson.edu www.law.stetson.edu/elderlaw/llm

online ll.m. in elder law

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

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7:30 – 8:30 a.m. Registration and Breakfast

8:30 – 8:40 a.m. Welcome and Announcements Rebecca C. Morgan

8:40 – 9:40 a.m. Five Things You Need to Know About Drafting a (d)(4)(A) SNT Craig C. Reaves

9:40 – 10:05 a.m. What You Need to Know About Choosing and Using a (d)(4)(C) Pooled SNT Mary E. O’Byrne

10:05 – 10:30 a.m. Break and Visit with Sponsors & Exhibitors Sponsored by Family Network on Disabilities

10:30 – 11:20 a.m. Five Things You Need to Know about Drafting and Using a Third Party SNT Jefferey M. Yussman

11:20 a.m. – Fundamental Duties of Trustees – and 12:15 p.m. Where Trustees Go Wrong Lee-Ford Tritt

12:15 – 1:30 p.m. Networking Lunch

1:30 – 2:30 p.m. How SSI Relates to SNTs Mary E. O’Byrne

Goal-Based Investing and Management of the SNT – Different Investment Models & the Prudent Investor Rule Robert B. Fleming

The Sole Benefit Trust – The “Forgotten” Trust Howard S. Krooks

2:30 – 2:50 p.m. Break and Visit with Sponsors and Exhibitors Sponsored by NYSARC

2:50 – 3:50 p.m. Focus on SNTs: Checklists to Keep You on Track Mary Alice Jackson

The SNT as the Beneficiary of Retirement Plans – Issues and Solutions Dennis M. Sandoval

How to Pick the Trustee Edward V. Wilcenski

3:55 – 4:55 p.m. Marketing the Special Needs Practice – 5 Tips in 60 Minutes Stephen W. Dale, Mary Alice Jackson, Howard S. Krooks, Vincent J. Russo and Jefferey M. Yussman

What Trustees Need to Know About Insurance and What Is Insurable Thomas F. Brink

The ABCs of the IRC for SNTs – Foundational Tax Issues for SNTs Bradley J. Frigon

5:00 – 6:00 p.m. Reception Sponsored by Loews Don CeSar Hotel

7:00 – 7:45 a.m. Tai Chi

7:30 – 8:15 a.m. Registration

8:15 – 8:25 a.m. Welcome and Announcements Rebecca C. Morgan

8:25 – 9:25 a.m. Update from Social Security Eric R. Skidmore (by video conference)

9:30 – 10:20 a.m. The ACA, the Supreme Court and Where Do We Go From Here? Ronald S. Honberg

10:20 –10:45 a.m. Break and Visit with Sponsors and Exhibitors Sponsored by TEAM

10:45 –11:35 a.m. Qualified Settlement Funds: Uncovering Some Hidden Dangers Bryn Poland and Pi-Yi Mayo

It’s All About the Details: Jurisdiction, Venue, Governing Law — Where Do You Challenge a Trust or Trustee? David M. English

Making SNTs Operate Successfully for the Benefit of the Beneficiary Michael Gilfix

11:40 a.m. – Planning and Implementing Seamless 12:30 p.m. Transitions for Caregivers and Trustees Dennis M. Sandoval

Medicare Set Aside (MSA) Update and Medicare Secondary Payer (MSP) Case Law Update Bradley J. Frigon

Defending the SNT – Issues in Ligation William J. Browning

12:30 – 1:30 p.m. Networking Lunch and Visit with Sponsors and Exhibitors

1:30 – 2:20 p.m. When the SSA Counts a SNT as a Resource for SSI and What to Do Neal A. Winston

Transparency vs. Beneficiary Privacy in SNT Administration Renee C. Lovelace

HUD Policy and SNTs – Bringing Finley v. City of Santa Monica to Your State Stuart D. Zimring

2:20 – 2:45 p.m. Break and Visit with Sponsors and Exhibitors Sponsored by TEAM

2:45 – 3:35 p.m. Fees – How Courts Interpret the Standard of Reasonableness Shirley B. Whitenack

Traps and Tips: Advanced Tax Issues in SNT Administration Vincent J. Russo

Getting Involved Early – Developing Good Working Relationships with Litigators and Family Lawyers and the Options They Produce Janet L. Lowder

3:35 – 4:00 p.m. Break and Visit with Sponsors and Exhibitors

4:00 – 5:00 p.m. The Update: Cases and Breaking News About SNTs Robert B. Fleming

October 19, 2012: 2012 special Needs Trusts

October 18, 2012: Basics of Special Needs Trusts