Tuesday and Wednesday, October 13-14, 2020
Pooled Trusts Intensive

Live Webinar Sessions - Tuesday, October 13, 2020

Please note that all live session times are in the Eastern Time Zone.

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

Welcome from Sponsor

10:10 a.m.-10:30 a.m.

Welcome and Announcements, and Introduction of the Alliance of Pooled Trusts (APT) Council
Professor Roberta Flowers, Conference Chair and Director, Center for Excellence in Elder Law

10:30 a.m.-11:45 a.m.

Lessons Learned: When a Large Scale Health Crisis Threatens, How Do You Protect Your Staff, Yourself, and Your Beneficiaries While Keeping the Trust Running
Thomas Brink, Cheryl Severson, and Kerry Tedford-Coles
The panel will provide an overview of the essential policies and procedures an organization can put into place to ensure the safety of the staff and clients while ensuring that the pooled trust continues to operate. The discussion will include topics such as establishing a task force, dealing with potential exposure and confirmed cases, legal considerations, reactionary successess and failures and tools to implement for future disasters.

11:45 a.m.-11:55 a.m.

Sponsor Break

11:55 a.m.-12:45 p.m.

Alternatives to Jail: Co-Responders and STAR
Lorez Meinhold, Vinnie Cervantes, and Chris Richardson
Learn more about efforts in Colorado to ensure that those in mental health and substance misuse crisis, are diverted from the criminal justice system and toward the right care.

12:45 p.m.- 2 p.m.

Lunch Break

2:00 p.m.-3:00 p.m.

Zoom Rooms by SSA Region
Join your peers in a zoom room for your SSA region, for a facilitated discussion about recent developments in your region.

3:00 p.m.-3:50 p.m.

Trust Beneficiaries Experiencing Homelessness – From the Challenges of Trust Establishment to Serving the Person, and All of the Barriers in Between
Megan Brand
Administering a trust for a person experiencing homelessness presents a distinct set of challenges for the trustee which may impact set-up, distributions and communication. This session will explore what will need to be considered in serving this unique population.

3:50 p.m.-4:00 p.m.

Sponsor Break

4:00 p.m.-4:50 p.m.

Special Care for Beneficiaries: Rehab, Experimental Medical Treatment, Weight Loss Treatment… What Are Selection Standards, What Questions to Ask
Heidi Flatt and Richard La Belle
Experimental medical treatment, like stem cells, is becoming a more common request for the PSNT trustee. But the unusual requests aren’t limited to medical. This session will look at the innovative requests that PSNT administrators are seeing in this second decade. As well as how the trustee makes decisions and backs up the decisions with research, recommendations, etc. and cover travel costs and resources to determine validity so if get challenged by Medicaid agency, have procedure in place for evaluation in making decisions.

4:50 p.m.-5:50 p.m.

Strategies for Trustees in Managing Family Conflict
Pamela B. Teaster, Ph.D.
This session will make use of research and case examples to present and discuss successful strategies that trustees might employ in managing family conflict. To enrich the session, the program presentation will include audience input and participation.

Live Webinar Sessions - Wednesday, October 14, 2020

Please note that all live session times are in the Eastern Time Zone.

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

Q&A Sessions
Live Q&A Zoom rooms with the speakers of the Pooled Trusts Intensive pre-recorded sessions.

Zoom Room 1

  • The 2020 Pooled Trusts Update Neal Winston
  • Recent Developments in the Law of Pooled Special Needs Trusts for Individuals Age 65 and Older Laurie Hanson
  • Public Charge & Immigrant Older Adults Natalie Kean

Zoom Room 2

  • Tax Issues for PSNTs Bradley J. Frigon and Robert B. Fleming
  • Cyber Security for Financial Institutions Jason Mayor
  • Human Trafficking and People with Disabilities Professor Luz Nagle

Zoom Room 3

  • Building the Best Team: How Improved Employee Recruitment and Strong Engagement Can Help Deborah C. Brown
  • Creating a Community of Service Providers who Support PSNT Beneficiaries Mark Shalloway

Zoom Room 4

  • Representative Payee Site Reviews: Meeting Needs and Preventing Fraud Ellen B. Nalven
  • How Do Trustees Respond When Spotting Undue Influence or Any Type of Abuse? Kristen Lewis

11:00 a.m.-12:30 p.m.

Discussion with Members of the Alliance of Pooled Trusts (APT) Council
Megan Brand, Stephen Dale, Eric DeGroot, Roberta Flowers and Yolanda Mazyck
Professionals from various Pooled Special Needs Trusts have gathered to create the Alliance of Pooled Trust Professionals. Founders of the APT will discuss the purpose and organization of APT and review the Best Practices Guidelines for PSNTs.

Pre-Recorded Sessions

Pre-Recorded sessions will be available from Monday, October 5, 2020 to Friday, October 16, 2020 for attendees to view at their convenience.


The 2020 Pooled Trusts Update
Neal Winston
Dominated by agency office and court closures due to COVID 19, the past year has been more about caregiver and lifestyle adaptation than to policy changes relating to pooled trusts. This annual session looks at the highlights of pooled trust management and public benefits programs, including agency trends and operations for SSI, HUD, Medicaid, Court decisions, and more as we keep abreast of the current status of this important tool for support of the elderly and individuals with special needs.

Recent Developments in the Law of Pooled Special Needs Trusts for Individuals Age 65 and Older
Laurie Hanson
Individuals with disabilities of any age may establish a pooled special needs trust sub-account. This session will explore current litigation and advocacy efforts to allow those individuals over age 65 to establish sub-accounts without incurring a period of ineligibility for Medicaid long term care services.

Public Charge & Immigrant Older Adults
Natalie Kean
In 2019, the Department of Homeland Security finalized changes to the public charge immigration test, expanding the definition of public charge to include use of benefits such as Medicaid, SNAP and housing. This session will provide an overview of the public charge test and how it applies to older adults, the current state of litigation challenging the new rule, and what professionals working with older immigrants need to know about the rule’s implementation.

Tax Issues for PSNTs
Bradley J. Frigon, Robert B. Fleming
This session will address the income tax reporting options for PSNTs.

Cyber Security for Financial Institutions
Jason Mayor
Getting hacked is a bad, bad thing. It’s one thing for an individual to be hacked. It’s even worse when it’s a financial institution. In this session, Jason Mayor, head of Cyber Security for Raymond James, will talk about the steps financial institutions take to be cyber aware and cyber secure.

Building the Best Team: How Improved Employee Recruitment and Strong Engagement Can Help
Deborah C. Brown
How do nonprofit organizations build a dynamic team that is ready and able to take the organization to its next level? How do organizations address traditional nonprofit challenges like limited budgets and resources? This session will provide a glimpse into some of the strategies and tactics used to attract talented employees, drive workplace engagement, and foster a culture that improves retention. Topics include attracting candidates and choosing well, improving engagement (including virtual engagement), and using the lessons of turnover data to improve retention. This session will provide specific strategies and tactics to improve hiring and retention by creating and maintaining a culture that drives employee engagement.

Human Trafficking and People with Disabilities
Professor Luz Nagle
Human trafficking is a predatory criminal act that violates the inherent rights and dignity of a person and most often targets the weakest members of society. Individuals with disabilities are particularly vulnerable to human trafficking due to their unique circumstances and the stigma, bias, discrimination, and marginalization many experience in their lives. This session will address human trafficking of people with disabilities, the types of abuse to which they are exposed, and the need for a comprehensive, multidisciplinary approach to prevent such heinous exploitation.

Representative Payee Site Reviews: Meeting Needs and Preventing Fraud
Ellen B. Nalven
Are you ready for your periodic review? In recent national reports, four of five Representative Payees were found to have at least one deficiency. Auditors found suspected misuse of over $3.5 million in funds; thousands have been issued a Corrective Action Plan. Those flagged with correction are listed in a widely-circulated public document. In this session, participants will learn how periodic reviews by the Social Security Administration have evolved to focus on disability rights, better protect beneficiaries and prevent fraud. Participants will take away best practices for managing and reporting on these funds on behalf of the individuals with disabilities you do or may serve.

How Do Trustees Respond When Spotting Undue Influence or Any Type of Abuse?
Kristen Lewis
Beneficiaries of SNTs are increasingly becoming victims of myriad forms of abuse and neglect (A/N). This session will review some of the most common types of Beneficiary A/N, suggested protocols for the Trustee’s response to suspected or documented A/N of the Beneficiary, and the allied professionals who can assist the Trustee in discharging its duties under these response protocols.

Creating a Community of Service Providers who Support PSNT Beneficiaries
Mark Shalloway
Learn how to grow your Pooled Trust, enhance advocacy, and optimize local existing support and services to special needs individuals. Discover how one foundation, and other special-needs stakeholder organizations, formed a Special Needs Alliance Coalition (SNAC) which provides a platform through monthly meetings for networking and advocacy, a website-based resource portal for those with intellectual and developmental disabilities, and produces the annual special-needs alliance housing summit.