Pooled Trusts Intensive

National Conference on Special Needs Planning & Special Needs Trusts

Pooled Trusts Intensive
Wednesday, October 12, 2022

8:15 a.m.-9:15 a.m.

The Road to Independence
Steve Dale and Michelle Detweiler

9:15 a.m.-10:05 a.m.

Pooled Trust Update and Q&A Session with Ken Brown
Kenneth A. Brown

10:20 a.m.-11:10 a.m.

The SEC, an Uninvited Guest, Jumped Into Our Pool!
Bradley Frigon

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

Structured Settlements, Annuities, and Trusts: What You Need to Know
Henry Strong

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

I'm Having a Day and Now I Have to Call the Bank!?
Megan Brand, Amos Goodall, and Cindy McDonald

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

The Nonprofit as Trustee: A CEO/ED's Call to the Wild
Yolanda Mazyck and Emily Smith

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

Introducing the CGC SNT Management Certificate
Sally Hurme

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

Budgeting for Over 65 Transfers...A Good Problem to Have
Megan Brand, Eric DeGroot, and Barb Helm

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

The Nitty Gritty of Using Your Pooled Trust as an Income Trust
Sarah Grimes, Amy Orlando, and Kerry Tedford-Coles

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

Breach of Fiducairy Duty
Shirley Whitenack

4:15 p.m.-5:05 p.m. Concurrent Session

IRAs and PSNTs
Peter Wall and Braley Frigon

4:15 p.m.-5:05 p.m. Concurrent Session

So You Think You Want to be a Rep Payee? What You Should Know Before You Commit
Barb Helm and Emily Smith

Save The Date

2023 National Conferene on
Special Needs Planning and Special Needs Trusts
October 18-20, 2023


 

Conference Information

Stetson Programs