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Registration is open for the 2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021. It will be held at Vinoy Renaissance Resort & Golf Club in St. Petersburg, Florida and virtually online. Always popular, a representative from CMS will join to discuss recent events. This year, Gene Coffey will describe […]

We don’t always give a shout out for symposiums sponsored by others, but we’ll make an exception here. The 2022 Special Needs Planning Symposium looks like an all-star cast for anyone on the west coast who works with special needs individuals (especially if you can’t make it to Stetson). Two sessions look especially interesting: (1) […]

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