2024
National Conference on Special Needs Planning and Special Needs Trusts

October 16-18, 2024

 

Celebrating 26 years,  Stetson's National Conference on Special Needs Planning and Special Needs Trusts provides three days of programming with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.

Registration

Conference registration will open on Monday, July 1, 2024 at 12:00pm ET.


Pricing

Early Bird Pricing (Ends September 20, 2024)

Veterans Benefits Intensive: $249
Veterans Benefits Intensive & Main Conference: $875
LTSS Boot Camp: $399
LTSS Boot Camp & Main Conference: $975
Tax Intensive: $399
Tax Intensive & Main Conference: $975
Pooled Trusts Intensive: $399
Pooled Trusts Intensive & Main Conference: $975
Main Conference: $699

Regular Pricing (After September 20, 2024)

Veterans Benefits Intensive: $249
Veterans Benefits Intensive & Main Conference: $950
LTSS Boot Camp: $425
LTSS Boot Camp & Main Conference: $1049
Tax Intensive: $425
Tax Intensive & Main Conference: $1049
Pooled Trusts Intensive: $425
Pooled Trusts Intensive & Main Conference: $1049
Main Conference: $749

Pre-Conference Programs (Wednesday, October 16, 2024)

Veterans Benefits Intensive: $249
LTSS Boot Camp: $399
Tax Intensive: $399
Pooled Trusts Intensive: $399

Main Conference (Thursday and Friday, October 17 and 18, 2024)

Main Conference: $699


Accommodations

View accommodation options for the Conference


Schedules

Pre-Conference Programs - Wednesday, October 16

Veterans Benefits Intensive

LTSS Boot Camp

Tax Intensive

Pooled Trusts Intensive

Main Conference - Thursday, October 17 - Friday, October 18

Thursday Schedule

Friday Schedule


Speakers

mike allen
Hon. Michael Allen

Judge, U.S. Court of Appeals for Veterans Claims
Washington, D.C.

rachel baer
Rachel Baer

Commonwealth Community Trust
Richmond, VA

megan brand
Megan Brand

Colorado Fund for People with Disabilities (CFPD)
Denver, CO

Blaine Brockman
Blaine Brockman

Darby Legal Assistance
Jefferson, Ohio

gil carey
Gil Carey

Wolcott Rivers Gates
Virginia

roxanne chang
Roxanne Chang

Attorney and Counselor
Plymouth, MI

marco chayet
Marco Chayet

Chayet & Danzo, LLC
Denver, CO

stephen dale
Stephen Dale

The Dale Law Firm, PC
Pacheco, CA

hyman darling
Hyman Darling

Bacon Wilson
Springfield, MA

Crystal West Edwards
Crystal West Edwards

 

Eric Einhart
Eric Einhart

Russo Law Group, P.C. of Garden City
Garden City, New York

john elias
John Elias

 

rob fetchman
Robert Fechtman

Fechtman Law Office
Indianapolis, IN

brad frigon
Bradley J. Frigon

Law Offices of Bradley J. Frigon, LLC
Englewood, CO

liz friman
Elizabeth N.R. Friman

Fleming & Curti, PLC
Tuscon, AZ

brenna galvin
Brenna Galvin

Maser, Amundson & Boggio, P.A.
Richfield, MN

dave goldfarb
David Goldfarb

The Arc
Washington, D.C.

no photo for janet griffith
Janet Griffith

 

kevin hayde
Kevin Hayde

Wispact, Inc.
Madison, WI

barb helm
Barb Helm

Acare, Inc.
Overland Park, KS

Jerry Hulick
Jerry Hulick

 

emily kile
Emily Kile

Kile Law Firm, P.C.
Scottsdale, AZ

karen konvicka
Karen Konvicka

True Link Financial
San Francisco, CA

Howard Krooks
Howard Krooks

Cozen O'Connor
Boca Raton, FL

rebecca kueny
Rebecca Kueny

Kueny Law LLC
Salem, OR

David Lillesand
David Lillesand

Lillesand & Associates P.A.
Florida

janet lowder
Janet Lowder

Hickman, Lowder, Lidrbauch & Welch, L.P.A
Cleveland, OH

will lucius
William Lucius

Raymond James Trust
St. Petersburg, FL

beth manes
Beth Manes

Manes & Weinberg, LLC
Mountainside, NJ

bob mason
Bob Mason

 

Jeffery Meyers
Jeffery Meyers

DS Architecture
Cleveland, OH

no photo for elizabeth moran
Elizabeth Moran

 

becky morgan
Rebecca Morgan

Stetson University College of Law
Gulfport, FL

no photo for michelle mulvena
Michelle Mulvena

 

mark munson
Mark Munson

Ruder Ware
Wausau, WI

megan murray
Megan Murray

Underwood Murray
Tampa, FL

Heather Nadler
Heather Nadler

Nadler Biernath LLC
Peachtree, GA

mary o byrne
Mary O'Byrne

Bowie & Jensen
Towson, MD

amy o hara
Amy O'Hara

Littman Krooks LLP
New York, NY

ethan ordog
Ethan Ordog

Begley Law Group
Stone Harbor, NJ

kristi papez
Kristi Papez

 

no photo for dave paul
Dave Paul

Paul Knopf Bigger
Orlando, FL

no photo for nelson perez
Nelson Perez

 

Kelly Piacenti
Kelly Piacenti

SpecialCare

tara anne pleat
Tara Anne Pleat

Wilcenski & Pleat PLLC
New York

bryn poland
Bryn Poland

Mayo & Poland
Baytown, TX

melissia riddle
Melissia Riddle

Hardie Alcozer
Austin, TX

mark shalloway
Mark Shalloway

Shalloway & Shalloway, P.A.
West Palm Beach, FL

stacey-rae simcox
Stacey-Rae Simcox

Stetson University College of Law
Gulfport, FL

no photo for chris smith
Christopher Smith

 

no photo for christina strong
Christina Strong

 

bridget obrien swartz
Bridget O'Brien Swartz

Mission Management & Trust Company
Phoenix, AZ

kerry tedford coles
Kerry Tedford-Coles

PLAN of CT
Westhersfield, CT

jennifer vanderveen
Jennifer VanderVeen

VanderVeen Elder and Special Needs Law
Mishawaka, IN

peter wall
Peter J. Wall

True Link Financial
San Francisco, CA

deirdre wheatley liss
Deirdre Wheatley-Liss

Porzio, Bromberg & Newman
Morristown, NJ

shirley whitenack
Shirley Whitenack

Schneck, Price, Smith, & King, LLP
Paramus, NJ

teresa whitton
Teresa Whitton

Southeastern Trust Company
Chattanooga, TN

Jeffery Williamson
Jeffrey Williamson

J. L. Williamson Law Group, LLC
Savannah, GA

Steven Wirth
Steven Wirth

Akerman LLP
Tampa, FL

stuart zimring
Stuart Zimring

Law Offices of Stuart D. Zimbring
Los Angeles, CA


Sponsors & Exhibitors

2024 Sponsors and Exhibitors

Sponsor and Exhibitor spaces for 2024 are sold out. To be placed on the wait list for 2025, please email Jessica Zook.