- 2026 Materials and Recordings ONLY - Stetson's National Conference on Special Needs Planning and Special Needs Trusts

Celebrating 28 years, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts will provide an in-depth review of major issues presented in the creation, administration, monitoring and planning of special needs trusts.  

For those who are unable to attend in-person or virtually during the event dates, please use this form to order Program Recordings and Materials.

Printed Materials and Flash Drives will be mailed to the address you provide 2-4 weeks post-conference.

Program Recordings include all general sessions and breakout sessions. Links will be emailed to the email address you provide 2-4 weeks post-conference.

Conference Programs

Pre-Conference Programs

Housing Boot Camp:
Laws, Benefits, and Creative Solutions

This full-day boot camp explores housing options and support systems for individuals with disabilities, including homelessness, SSI shelter rules, HUD programs, and housing assistance. Participants will learn about home ownership considerations, multi-generational housing models, ALFs and CCRCs, and the development of intentional living communities, while gaining practical strategies for creating stable and sustainable housing solutions.

Tax Intensive

This full-day program is designed to provide in-depth insights into various tax issues as they relate to special needs planning. The program offers general sessions that bring together leading experts from across the country who specialize in tax and planning for individuals with special needs.

Pooled Trusts Intensive

This full-day program, featuring general sessions and breakout sessions, will focus on key issues for pooled trusts administrators, attorneys, and other professionals. Attendees will gain insights from leading experts, explore best practices, and enhance their knowledge in managing pooled trusts effectively.

National Conference

The two-day National Conference on Special Needs Planning and Special Needs Trusts offers a comprehensive agenda featuring general sessions that cover a wide range of crucial topics and afternoon breakout sessions that delve into cutting-edge subjects within the field of special needs planning.

Pricing

Materials (Printed Binder or Flash Drive)
Prices include 7% sales tax and shipping.

LTSS Boot Camp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $107.00
Tax Intensive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $107.00
Pooled Trusts Intensive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$107.00
National Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $160.50

Program Recordings
Program Recordings are downloadable and include all of the selected program's general sessions and breakout sessions.

Housing Boot Camp. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$425.00
Tax Intensive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $425.00
Pooled Trusts Intensive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$425.00 
National Conference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $749.00

REFUND POLICY
There are no refunds for materials or program downloads.