Pooled Trusts Intensive

National Conference on Special Needs Planning & Special Needs Trusts

Pooled Trusts Intensive
Wednesday, October 13, 2021

8:15-9:15 a.m.

Changing Expectations
Thomas Foley

9:15-10:05 a.m.

Annual PSNT Survey
Mary O'Byrne and Neal Winston

10:20-11:10 a.m.

PSNT Tax Issues
Bradley Frigon and Peter J. Wall

11:10 a.m.-12:00 p.m.

APT Discussion
Haley Greer, Steve Dale, and Eric DeGroot

1:15-2:05 p.m. Concurrent Session

QMB Benefits: A Win-Win for Clients and Growing Your SNT Business
Nick Barton and Sharon Reich

1:15-2:05 p.m. Concurrent Session

Caregiver Support: What Can the Pooled Trust Do To Help?
Margret Graham and Haley Greer

1:15-2:05 p.m. Concurrent Session

What To Do When You Fear Your Beneficiaries Are Not Being Well Taken Care Of
Ann Koerner

2:10-3:00 p.m. Concurrent Session

Pitfalls of Acting as a Successor Trustee: Taking Over a Disaster
Steve Dale, Kerry Tedford-Coles, and Peter Wall

2:10-3:00 p.m. Concurrent Session

HUD-Subsizdized Housing Issues for SNTS
Roy Froemming and Barb Helm

2:10-3:00 p.m. Concurrent Session

Lions & Tiger & Bears, Oh My!: Red Flags to Watch for When Accepting a Troublesome Beneficiary
Yolanda Mazyck

3:20-4:10 p.m. Concurrent Session

Innovative Solutions for Dealing with Retained Funds
Eric DeGroot and Kevin Hayde

3:20-4:10 p.m. Concurrent Session

You Want What??: Unusual Distribution Requests
Kerry Tedford-Coles, William Lucius, and Heidi Flatt

3:20-4:10 p.m. Concurrent Session

New Developments in PSNTs for Those 65 and Older
Megan Brand and Laurie Hanson

4:15-5:05 p.m.

Let's Learn From Each Other - Breakout Rooms by SSI Regions
Various Moderators

  • No Materials
  • No PowerPoint

Save The Date

2022 Special Needs Trusts Conference
October 12-14, 2022

Vinoy Renaissance St. Petersburg Resort & Golf Club