Pooled Trusts Intensive

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8:10 a.m.-9:00 a.m.

The Challenge of Providing Quality Services for the Life of the Beneficiary 
Ellen Nalven

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9:00 a.m.-9:50 a.m.

Trust-Owned Housing: Key Considerations for Trustees
Chuck Collier and Peter Wall 

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

Storms Gathering: Legal Concerns of a Pooled Trust Counsel 
Anna Sappington

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

How Trust Administrators Can Best Avoid the Unauthorized Practice of Law 
Megan Brand and Susie Germany

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

    • Unique Asset Management   
      Chuck Collier, Kevin Hayde, and Peter Wall
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    • Outreach and Services to Diverse Communities with Special Needs 
      Michelle Wolf and Anthony Verdeja
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2:10 p.m.-3:00 p.m. - Breakout Session 2

    • Determining Sole Benefit: Practical Guidance for Compliant Disbursements  
      Brenna Galvin
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    • Trust Transfers Demystified: Legal and Practical Essentials  
      Haley Greer
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  • 3:20 p.m.-4:10 p.m. - Breakout Session 3

      • Parental Duty of Support for Minors   
        Alicia Jackson
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      • Supported Decision Making  
        Stephen Dale, Haley Greer, and Peter Wall
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4:15 p.m. - 5:15 p.m.

2025 Legislative Update/Call to Action 
Kerry Tedford-Coles, Roxane Chang, and David Goldfarb

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