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 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
Schedule
January
- January 14, 2026 | Richmond Board of Trust Administrators – Presentation by Ben Tiefenback, Esq. – Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
- January 18, 2026 | Friendship Circle of Virginia – Annual Disability Expo
- January 21, 2026 | My Law CLE – Webinar – CLE Presentation by Joanne Marcus, MSW and Ben Tiefenback, Esq. – Protecting Public Benefits in Estate Plans, Trusts, and Settlements: A Practical Guide for Attorneys
- January 22, 2026 | Minnesota State Bar Association – Webinar – CLE Presentation by Ben Tiefenback, Esq. – Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
- January 28, 2026 | Interactive Legal – Webinar – Presentation by Ben Tiefenback, Esq. – Using Pooled Trusts as a Safety Net when Drafting Estate Plans. Open to the Public, feel free to register
February
- February 5, 2026 | West Virginia Charleston Estate Planning Council – Presentation by Kaylan Hood
- February 5-6, 2026 | West Virginia Association for Justice – Mid-Winter Convention
- February 6, 2026 | Arkansas Bar Association – NW Winter Conference - CLE Presentation by Thomas Smith, Esq. – Basics of Pooled Special Needs Trusts
- February 11, 2026 | Fairfax Bar Association – Presentation by Rachel Baer, Esq. – Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
- February 12, 2026 | The Greater Longview Estate Planning Council – Webinar – Presentation by Ben Tiefenback, Esq. – Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
- February 22-24, 2026 | Society of Settlement Planners – Annual Conference
March
- March 3, 2026 | Iowa Association for Justice – IAJ Personal Injury Seminar – Virtual Presentation by Ben Tiefenback, Esq. – Personal Injury Settlements for Clients with Disabilities and Preserving Means-Tested Government Benefits
- March 5-6, 2026 | Virginia Academy of Elder Law Attorneys – VAELA UnProgram
- March 5-7, 2026 | Nevada Justice Association – Embrace Your Inner Bad-Ass Seminar
- March 10, 2026 | Virginia Law Foundation – Webinar - Replay of Virtual Presentation by Benjamin Tiefenback, Esq. – Protecting Vulnerable Plaintiffs
- March 19-21, 2026 | Virginia Trial Lawyers Association – Annual Convention
- March 26-28, 2026 | Special Needs Alliance – SNA Spring Meeting
