Special Needs Trust CLE - June 17, 2016

Friday, June 17, 2016 I had the pleasure of attending the Florida Bar’s Annual Convention at the Hilton Bonnet Creek in Orlando, FL. As part of the conference, the Elder Law Section’s Special Needs Trust committee put on their first ever, full day, Special Needs Trust (SNT) CLE program. The speakers included Travis Finchum (Special Needs Lawyers,PA and Guardian Trust), David Lillesand (Lillesand, Wolasky, Waks and Hitchcock, PL) and William “Will” Thompson (ABLE United, Inc.). 

Travis and David started the program with a brief overview and update on Medicaid and Social Security programs. In the next session, David presented a discussion titled “To SNT or Not to SNT” in which he gave us a great analysis of when to use a SNT (or avoid) and when First or Third party SNTs are appropriate. Right before lunch, Travis presented on what language must be in your SNT, what language may be in your SNT, and what language should not be in your SNT. After lunch, Will and David brought the house down with an extensive overview of Florida’s ABLE program, titled ABLE United. Finally, all three presenters joined on stage for a question and answer session.  


As an attorney who has the privilege of attending several Elder Law related CLEs every year, I can say, this was one of the most informative I have been to. The attendees were engaged on every topic. The 300 pages of materials were well worth the price of admission.  If you did not have the chance to make it to this event, I have good news. It was announced during the event that the full day SNT CLE would be an annual event. I hope to see you there next year!


Kole J. Long, Esq.
Co-Trustee
Guardian Trust



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