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October 23, 2002: Gulfport, Fla., -- Stetson University College of Law assembled a national panel of legal experts on campus Oct. 18, to examine the long-term legal needs of disabled and elderly individuals during the "Special Needs Trusts IV" seminar.
"This is a new and highly specialized area of law that is growing in importance. Our goal was to provide attorneys, CPAs, banking officials and professional guardians with the expertise they need when working with special needs trusts," said seminar chair-Rebecca C. Morgan, Boston Asset Management Distinguished Professor of Law, Stetson University College of Law.
Morgan added special needs trusts require extensive planning. "A special needs trust must be carefully drafted in accordance with state and federal guidelines to provide a secure lifestyle for disabled and elder individuals. The goal is to draft a trust that will avoid problems down the road."
The nationally recognized panel included the following experts:
- Nicola J. Boone, McCarthy, Summers, Bobco, Wood, Sawyer & Perry, P.A., Stuart, FL
- Roger M. Berstein, The Bernstein Law Office, P.A., Coral Gables, FL
- Margrit S. Bernstein, The Bernstein Law Office, P.A., Coral Gables, FL
- Robert B. Fleming, CELA, Fleming & Curti, PLC, Tucson, AZ
- Mary Alice Jackson, Boyer Jackson, P.A., Sarasota, FL
- David J. Lillesand, Lillesand & Associates, P.A., Miami, FL
- Stuart R. Morris, Law Offices of Stuart R. Morris, P.A., Boca Raton, FL
- Julie R. Osterhout, Osterhout & McKinney, P.A., Ft. Myers, FL
- Mary T. Schmitt Smith, Beier Howlett, P.C, Bloomfield Hills, MI
- Ira S. Wiesner, Wiesner Associates, Chartered, Sarasota, FL
- Stuart D. Zimring, Law Offices of S.D. Zimring, North Hollywood, CA
The Continuing Legal Education Office and the Elder Law Center at Stetson University College of Law presented this seminar. For more information about this or future CLE programs and seminars, call (727) 562-7830 or visit http://www.law.stetson.edu/cle.
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Stetson University College of Law is Florida's first law school. It has educated lawyers for more than 100 years, and offers continuing legal education programs for regional, state, national and international audiences. Stetson University College of Law tied for first place in Trial Advocacy in the 2003 U.S. News & World Report rankings of law schools. It is also the future headquarters for the National Conference of Law Reviews. www.law.stetson.edu
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