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

November


  1. November 6-7, 2025 | Iowa Association for Justice – Annual Conference 
  2. 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 
  3. November 13, 2025 | Virginia Trial Lawyers Association – Annual Paralegal Seminar 
  4. 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 
  5. 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 
  6. 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 
  7. November 20-21, 2025 | Utah Trial Lawyers Association – Annual Conference 
  8. November 24, 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


December


  1. 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 
  2. December 16, 2025 | American Bar Association – Webinar – Presentation by Ben Tiefenback, Esq. – Evaluating Pooled Trusts 


January


  1. January 14, 2026 | Richmond Board of Trust Administrators - Presentation by CCT on Virginia Medicaid
  2. January 18, 2026 | Friendship Circle of Virginia – Annual Disability Expo 
  3. 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