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
May
- May 14, 2026 | Virginia Law Foundation – Webinar - Presentation by M. Benjamin Tiefenback, Esq. – Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
- May 20, 2026 | Golightly Law – Presentation by Kaylan Hood - Pooled Special Needs Trusts
- May 28 - 31, 2026 | National Academy of Elder Law Attorneys – Annual Conference
June
- June 10, 2026 | Virginia Friendship Circle – Special Fathers Network US Tour
- June 19, 2026 | National Academy of Continuing Legal Education – Webinar - Presentation by M. Benjamin Tiefenback, Esq. & Sean Murphy, Esq. – Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled
July
- July 23, 2026 | Pennsylvania Bar Institute – Elder Law Institute 2026 - Presentation by M. Benjamin Tiefenback, Esq. – Panel: Hot Topics for Pooled Trust
- July 23 – 25, 2026 | North Carolina Bar Association – Annual Estate Planning & Fiduciary Law Section
- July 29, 2026 | Barbri – Presentation by M. Benjamin Tiefenback, Esq. & Sean Murphy, Esq. –
Basics of a Pooled Special Needs Trust
