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
August
- August 1, 2025 | Lawline - Lawline Webcast - Presentation by Ben Tiefenback, Esq. - Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits
- August 7-9, 2025 | South Carolina Advocates for Justice - Annual Convention
- August 27, 2025 | Strafford CLE Presentation by Rachel Baer, Esq. and Ben Tiefenback, Esq. Webinar Medicare Set-Asides, Pooled Trusts, and Public Benefits: A Practical Guide for Attorneys
September
- September 10, 2025 | Virginia CLE In Person Seminar CLE Presentation by Ben Tiefenback, Esq. - Protecting Vulnerable Clients
- September 11, 2025 | Virginia CLE Advanced Elder Law Seminar
- September 12, 2025 | Virginia Academy of Elder Law Attorneys (VAELA) Fall Conference
- September 16, 2025 | National Academy of Elder Law Attorneys (NAELA) - Lunch and Learn - CLE Optional Presentation by Ben Tiefenback, Esq.- Pooled Special Needs Trusts: How to Make Confident, Informed Recommendations
- September 18, 2025 | Society of Settlement Planners - Webinar- Presentation by Ben Tiefenback, Esq.- How to Evaluate Pooled Trusts
- September 25, 2025 | MyLaw CLE - Webinar CLE Presentation by Joanne Marcus, MSW and Ben Tiefenback, Esq.- Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
- September 25-28, 2025 | National Academy of Elder Law Attorneys North Carolina Chapter (NC NAELA) Fall UnProgram
- September 25-26 | Nebraska Association of Trial Attorneys(NATA) Fall CLE Seminar
October
- October 6, 2025 | Lawline Webinar CLE Presentation by Ben Tiefenback, Esq.- Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
- October 14-16, 2025 | Arcadia Aggregate 2025
- October 14, 2025 | Society of Women Trial Lawyers Webinar CLE Presentation by Rachel Baer, Esq.- Protecting Vulnerable Plaintiffs
- October 16-19, 2025 | America Academy of Estate Planning Attorneys (AAEPA) Fall Summit
- October 20, 2025 | Estate Planning Council of Lee County Special Monday Meeting CLE Presentation by Rachel Baer, Esq.- Pooled Special Needs Trusts
- October 22-25 | Stetson University Law National Conference on Special Needs Planning and Special Needs Trusts
- October 24-25 | 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
