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Pooled Trusts Intensive

2019 National Conference on Special Needs Planning and Special Needs Trusts

Pooled Trusts Intensive
Wednesday, October 16, 2019

8:10 - 9:10 a.m.

The 2019 Pooled Trusts Update
Neal A. Winston

9:10 - 10:00 a.m.

Over 65 Pooled Trusts Transfers and Establishment: An Update
Tammy Conover and Louis J. Virelli

10:20 - 11:10 a.m.

PSNT Investments: Overview of Asset Allocation Options, Uniform Prudent Investor Act, and Managing Illiquid, Hard-to-Value Assets
Peter J. Wall

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

Transferring Funds from SNT to ABLE Accounts - and Assuring How They Will be Used Appropriately
David S. Banas

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

Who's on First...What's on Second?: How to Navigate Through the Investment Management Functions of a Pooled Trust Organization
Andy Dunlap and Scott Nixon

How to Communicate with Nonverbal Beneficiaries - From Low Tech to High Tech
Taylor Huston

Death, Grief, and Beyond: A Multitude of Issues to Consider When Beneficiaries Die
Kevin E. Hansen and Kerry Tedford-Coles

Trusts, Mistrust, and Antitrust: Don't Run Afoul of Antitrust Laws with Professional Colleagues
Mark D. Bauer

2:05 - 2:55 p.m. - Breakout Session 2

Evaluating Applicants to the Pooled Trust. Are There Times to Turn Down an Enrollment?
Melissa Justice

Emerging and Ethical Issues in PSNT Administration
Kerry Tedford-Coles, Linda Beiler, Megan Brand and Roberta K. Flowers

Structured Settlements - A Valuable Tool for Settlement Planning
Randy Levine

3:15 - 4:05 p.m. - Breakout Session 3

Mental Disorders, Mental Capacity, and Warning Signs Impacting Gun Ownership for Special Needs Populations/Clients
Crystal C. Coombes

Improving Beneficiary Support and Service
Caitlin Janicki, Melissa Justice and Vincent Russo

Legal and Practical Issues in Using Caregivers: Contracts, Quality Control, Selection, etc.
Elizabeth Noble Rollings Friman

4:05 - 4:55 p.m. - Breakout Session 4

Sexual Health and Safety of Persons with Disabilities
Emma H. Barry

The Nuance of Distributions When the Beneficiary is a Minor
Mary O'Byrne

Public Benefits Jeopardy
Stuart D. Zimring

  • No Materials
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Session Q&As

Tedford-Coles, Beiler, Brand, Flowers - Emerging and Ethical Issues in PSNT Administration



Save The Date

2020 Special Needs Trusts Conference
October 14-16, 2020

Vinoy Renaissance St. Petersburg Resort & Golf Club