14th Annual Special Needs Trusts National Conference

Date(s) of Conference:

October 17-19, 2012


St. Pete Beach, Florida 


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

Contact Information:




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