Conferences & Presentations
Our staff attorneys and Joanne frequently teach educational seminars, including continuing legal education (CLE), throughout the country—both webinars and in person. We present to state bars, elder law groups, estate planning councils, trial lawyer associations, law firms, financial institutions, and family organizations.
If you are interested in having CCT present to your organization, please contact CCT’s Business Development Manager, Liz Reid, at lreid@trustCCT.org or call 804-476-2116. She will gladly share our presentation topics and collaborate with you to ensure the content aligns with your audience’s interests. A list of our upcoming presentations is included at the end of this newsletter.
Additionally, the CCT website is a valuable resource. We have videos that explain pooled trusts and articles that our staff have had published in outside publications. We have our National Resource Guide, which provides information on resources for our clients and their loved ones. Furthermore, each trust webpage (first-party, third-party, and settlement preservation) includes information on the Joinder Agreement, Master Trust Agreement, fee schedule, disbursement manual, and more.
Professional Feedback
Schedule
October
October 6, 2025 | Lawline – Webcast – CLE Presentation by Ben Tiefenback, Esq. - Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
October 11, 2025 | Virginia Down Syndrome Association – Step UP for Down Syndrome 5K & Family Festival
October 14-16, 2025 | Arcadia – Annual Meeting 2025 - Panel Presentation by Ben Tiefenback, Esq. - Trusts & Settlements: Strategic Insights from Industry Leaders
October 16-19, 2025 | American Academy of Estate Planning Attorneys (AAEPA) – Fall Summit
October 20, 2025 | Estate Planning Council of Lee County – Special Monday Meeting – Presentation by Rachel Baer, Esq. – Pooled Special Needs Trusts
October 22-25, 2025 | Stetson University Law – National Conference on Special Needs Planning and Special Needs Trusts
October 24-25, 2025 | Special Needs Alliance – Fall Meeting
October 28, 2025 | Pennsylvania Association of Elder Law Attorneys (PAELA) – Webinar – CLE Presentation by Ben Tiefenback, Esq. – Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
November
November 6-7, 2025 | Iowa Association for Justice – Annual Conference
November 11, 2025 | The Estate Planning Council of Southeast Denver – In Person Seminar – Presentation by Ben Tiefenback, Esq. – Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
November 13, 2025 | Virginia Trial Lawyers Association – Annual Paralegal Seminar
November 13-14, 2025 | Utah Bar Association – Fall Forum – CLE Presentation by Ben Tiefenback, Esq. - Protecting Vulnerable Plaintiffs and Combining Structured Settlements, MSAs, and Pooled Special Needs Trusts: Preserving Means-Tested Government Benefits
November 19, 2025 | National Alliance on Mental Illness (NAMI) Idaho – Online Presentation - CLE Presentation by Ben Tiefenback, Esq. - Pooled Special Needs Trust (PSNT) Planning – What Families Need to Know
November 20, 2025 | Law Practice CLE – Webinar – CLE Presentation by Ben Tiefenback, Esq. – Combining Structured Settlements, MSAs, and Pooled Special Needs Trusts: Preserving Means–Tested Government Benefits
November 20-21, 2025 | Utah Trial Lawyers Association – Annual Conference
December
December 2, 2025 | National Academy of Continuing Legal Education – Webinar – CLE Presentation by Ben Tiefenback, Esq. - Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
December 16, 2025 | American Bar Association – Webinar – Presentation by Ben Tiefenback, Esq. – Evaluating Pooled Trusts
