Pooled Trusts Intensive

Download Full Materials

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

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

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

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

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

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

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

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

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

    • Unique Asset Management   
      Chuck Collier, Kevin Hayde, and Peter Wall
    • Outreach and Services to Diverse Communities with Special Needs 
      Michelle Wolf and Anthony Verdeja

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

    • Determining Sole Benefit: Practical Guidance for Compliant Disbursements  
      Brenna Galvin
    • Trust Transfers Demystified: Legal and Practical Essentials  
      Haley Greer

  • 3:20 p.m.-4:10 p.m. - Breakout Session 3

      • Parental Duty of Support for Minors   
        Alicia Jackson
      • Supported Decision Making  
        Stephen Dale, Haley Greer, and Peter Wall

4:15 p.m. - 5:15 p.m.

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