National Conference on Special Needs Planning and Special Needs Trusts
Celebrating its 27th year in 2025, Stetson University College of Law’s National Conference on Special Needs Planning and Special Needs Trusts offers an unparalleled three-day experience for professionals working in this dynamic and critical area of law and financial planning. The conference brings together nationally recognized speakers and leading experts to provide comprehensive insights into the complex issues surrounding the creation, administration, monitoring, and planning of special needs trusts.
Participants can expect a robust agenda that includes in-depth sessions on key legal developments, practical strategies for effective trust management, and best practices for ensuring compliance with evolving regulations. The program is designed to address the unique needs of attorneys, trustees, financial planners, and other professionals who assist individuals with disabilities and their families.
From beginner to advanced topics, the conference delivers valuable opportunities for learning, networking, and professional growth. Highlights include case studies, panel discussions, and workshops that delve into innovative solutions to enhance the quality of life for beneficiaries while safeguarding their public benefits. Whether you’re new to special needs planning or a seasoned expert, this event provides actionable knowledge and tools to navigate the challenges of this ever-changing field.
Save the Date for the 2025 Conference!
October 22-24, 2025
Registration
Registration for the 2025 Conference will open on July 1, 2025.
Join our mailing list for updates!
Program Schedules
2025 Schedules coming soon!
Accommodations
Speakers
2025 speaker information coming soon!
Blaine Brockman
Darby Legal Assistance
Jefferson, Ohio
Jim Caffry
Caffry Law, PLLC
Waterbury, Vermont
Gil Carey
McDowell Law Group
Virginia Beach, Virginia
Roxanne Chang
Attorney and Counselor
Plymouth, MI
Marco Chayet
Chayet & Danzo, LLC
Denver, CO
Stephen Dale
The Dale Law Firm, PC
Pacheco, CA
Hyman Darling
Bacon Wilson
Springfield, MA
Crystal West Edwards
Porzio, Bromberg & Newman
Morristown, NJ
Eric Einhart
Russo Law Group, P.C. of Garden City
Garden City, New York
John Elias
Porzio, Bromberg & Newman
Morristown, NJ
Robert Fechtman
Fechtman Law Office
Indianapolis, IN
Bradley J. Frigon
Law Offices of Bradley J. Frigon, LLC
Englewood, CO
Elizabeth N.R. Friman
Fleming & Curti, PLC
Tuscon, AZ
Brenna Galvin
Maser, Amundson & Boggio, P.A.
Richfield, MN
David Goldfarb
The Arc
Washington, D.C.
Janet Griffith
Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Cleveland, Ohio
Kevin Hayde
Wispact, Inc.
Madison, WI
Barb Helm
Acare, Inc.
Overland Park, KS
Jerry Hulick
Emily Kile
Kile Law Firm, P.C.
Scottsdale, AZ
Karen Konvicka
True Link Financial
San Francisco, CA
Howard Krooks
Cozen O'Connor
Boca Raton, FL
Rebecca Kueny
Kueny Law LLC
Salem, OR
David Lillesand
Lillesand, Wolasky & Hitchcock, P.L.
Clearwater, FL
Janet Lowder
Hickman, Lowder, Lidrbauch & Welch, L.P.A
Cleveland, OH
William Lucius
Raymond James Trust
St. Petersburg, FL
Beth Manes
Manes & Weinberg, LLC
Mountainside, NJ
Bob Mason
Mason Law, PC
Charlotte, NC
Jim McCarten
Lindsey & Lacy, PC
Peachtree City, Georgia
Jeffery Meyers
DS Architecture
Cleveland, OH
Elizabeth Moran
The Arc of Colorado
Denver, CO
Rebecca Morgan
Stetson University College of Law
Gulfport, FL
Michelle Mulvena
Mulvena Winston, PC
Stoneham, MA
Mark Munson
Ruder Ware
Wausau, WI
Megan Murray
Underwood Murray
Tampa, FL
Heather Nadler
Nadler Biernath LLC
Peachtree, GA
Mary O'Byrne
Bowie & Jensen
Towson, MD
Amy O'Hara
Littman Krooks LLP
New York, NY
Ethan Ordog
Begley Law Group
Stone Harbor, NJ
Kristi Papez
Wispact, Inc
Madison, WI
Dave Paul
Paul Knopf Bigger
Orlando, FL
Nelson Perez
FND Trust Services
Clearwater, FL
Kelly Piacenti
SpecialCare
Tara Anne Pleat
Wilcenski & Pleat PLLC
Clifton Park, NY
Bryn Poland
Mayo & Poland
Baytown, TX
Melissia Riddle
Hardie Alcozer
Austin, TX
Mark Shalloway
Shalloway & Shalloway, P.A.
West Palm Beach, FL
Stacey-Rae Simcox
Stetson University College of Law
Gulfport, FL
Christopher Smith
Chalgian & Tripp Law Office PLLC
Southfield, MI
Christina Strong
Dilworth Paxson LLP
Princeton, NJ
Bridget O'Brien Swartz
Mission Management & Trust Company
Phoenix, AZ
Kerry Tedford-Coles
PLAN of CT
Westhersfield, CT
Jennifer VanderVeen
VanderVeen Elder and Special Needs Law
Mishawaka, IN
Peter J. Wall
True Link Financial
San Francisco, CA
Deirdre Wheatley-Liss
Porzio, Bromberg & Newman
Morristown, NJ
Shirley Whitenack
Schneck, Price, Smith, & King, LLP
Paramus, NJ
Teresa Whitton
Southeastern Trust Company
Chattanooga, TN
Jeffrey Williamson
J. L. Williamson Law Group, LLC
Savannah, GA
Steven Wirth
Akerman LLP
Tampa, FL
Stuart Zimring
Law Offices of Stuart D. Zimbring
Los Angeles, CA
Sponsors & Exhibitors
All Sponsor and Exhibitor spaces are first offered to the companies who held them in 2024. If spaces become available, we will reach out to our wait list around April/May. To be placed on the wait list for 2025, please email Jessica Zook.