Pooled Trusts Intensive
Download Full Pooled Trusts Materials
8:10 a.m.-9:00 a.m.
9:00 a.m.-9:50 a.m.
Technology, Choice, and Independence: The Promise and Perils of AI for People with Disabilities
Maitreya Shah
No Materials
PowerPoint
10:10 a.m.-11:00 a.m.
11:10 a.m.-12:00 p.m.
From Tragedy to Triumph and Everything in Between
Eric LeGrand via zoom
No Materials
No PowerPoint
1:30 p.m.-2:20 p.m. - Breakout Session 1
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- Technology is a Reasonable Expense
Eric Einhart
- Technology is a Reasonable Expense
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- Missing Beneficiaries and Other Hard-to-Find Individuals: Practical Strategies for Trustees and Administrators
Haley Greer
- Missing Beneficiaries and Other Hard-to-Find Individuals: Practical Strategies for Trustees and Administrators
2:25 p.m.-3:15 p.m. - Breakout Session 2
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- Benefits Counseling and Discretionary Distribution Decisions
Lee Ann Fulena
- Benefits Counseling and Discretionary Distribution Decisions
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- Social Security and SSI Update 2026 (The Ken & Jen Show)
Ken Brown and Jennifer Burdick
- Social Security and SSI Update 2026 (The Ken & Jen Show)
3:35 p.m.-4:25 p.m. - Breakout Session 3
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- There’s a New Marshall in Town: Trustee Duties When Trust Payments Go Off Track
Megan Brand and Susie Germany
- There’s a New Marshall in Town: Trustee Duties When Trust Payments Go Off Track
4:30 p.m. - 5:30 p.m.
Legislative Update/Call to Action
Kerry Tedford-Coles, David Goldfarb, Roxanne Chang