Conferences & Presentations

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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 webpage.


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

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Schedule

July


  1. July 8, 2026 | Brain Injury Florida - Presentation by M. Benjamin Tiefenback, Esq. – Fundamentals of Pooled Special Needs Trusts
  2. July 15, 2026 | Alliance of Pooled Trusts – Monthly Education Program – Presentation by Jessica Morris, MSW – Working with Difficult Clients
  3. July 23, 2026 | Pennsylvania Bar Institute – Elder Law Institute 2026 – CLE Presentation by M. Benjamin Tiefenback, Esq. – Panel: Hot Topics for Pooled Trust
  4. July 23 – 25, 2026 | North Carolina Bar Association – Annual Estate Planning & Fiduciary Law Section
  5. July 29, 2026 | Barbri – Live Webinar – CLE Presentation by M. Benjamin Tiefenback, Esq. & Sean Murphy, Esq. – Basics of a Pooled Special Needs Trust


August


  1. August 6-8, 2026 | South Carolina Advocates for Justice – Annual Convention
  2. August 17, 2026 | Virginia CLE – CLE Presentation by M. Benjamin Tiefenback, Esq. – Protecting Minor Clients: Pooled Special Needs Trusts and Settlement Preservation Pooled Trusts
  3. August 18, 2026 | Catholic Charities of Eastern Virginia – Presentation by M. Benjamin Tiefenback, Esq. – Fundamentals of Pooled Special Needs Trusts
  4. August 19, 2026 | Lawline – CLE Presentation by M. Benjamin Tiefenback, Esq. & Sean Murphy, Esq. – Protecting Vulnerable Plaintiffs
  5. August 27, 2026 | Virginia Trial Lawyers Association – Discovery is a Highway: Winning Best Practices Seminar


September


  1. September 10, 2026 | North Carolina Bar – CLE Presentation by M. Benjamin Tiefenback, Esq. & Sean Murphy, Esq. – Using Pooled Trusts as a Safety Net When Drafting Estate Plans
  2. September 11, 2026 | Virginia Academy of Elder Law Attorneys – 2026 Fall Conference
  3. September 15, 2026 | The Alaska Bar Association – CLE Presentation by Sean Murphy, Esq. – Pooled Trust Options for Minor Clients
  4. September 16-19, 2026 | Arcadia – 2026 Annual Meeting
  5. September 17-19, 2026 | Academy of Truck Accident Attorneys – Annual Symposium