Conferences & Presentations

  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

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  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

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  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

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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

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization
  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

    Slide title

    Write your caption here
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  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

    Slide title

    Write your caption here
    Button
  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

    Slide title

    Write your caption here
    Button
  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

    Slide title

    Write your caption here
    Button
  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

    Slide title

    Write your caption here
    Button
  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

    Slide title

    Write your caption here
    Button
  • Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

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Schedule

September

  1. September 10, 2026 | Virginia CLE – Advanced Elder Law Update Seminar 
  2. 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 
  3. September 11, 2026 | Virginia Academy of Elder Law Attorneys – 2026 Fall Conference 
  4. September 15, 2026 | The Alaska Bar Association – CLE Presentation by Sean Murphy, Esq. – Pooled Trust Options for Minor Clients 
  5. September 16-19, 2026 | Arcadia – 2026 Annual Meeting 
  6. September 17-19, 2026 | Academy of Truck Accident Attorneys – Annual Symposium 
  7. September 25-27, 2026 | North Carolina National Academy of Elder Law Attorneys – 16th Annual North Carolina Chapter Fall UnProgram 
  8. September 28, 2026 | Autism Society of Central Virginia – Presentation by M. Benjamin Tiefenback, Esq. – Caregivers of Adults with Autism 
  9. September 30, 2026 | Autism Society of Central Virginia – Virtual Presentation by M. Benjamin Tiefenback, Esq. – Caregivers of Children 
  10. September 30, 2026 | National Business Institute – Trusts in Virginia From A to Z – CLE Presentation by M. Benjamin Tiefenback, Esq. & Sean Murphy, Esq.– Special Needs Trust 


October

  1. October 6, 2026 | The Golightly Law Firm – Virtual Presentation by M. Benjamin Tiefenback, Esq. – Pooled Trusts: Protecting Vulnerable Beneficiaries & Preserving Public Benefits 
  2. October 10, 2026 | The Hook Law Firm – Presentation by M. Benjamin Tiefenback, Esq. – Pooled Trusts: Protecting Vulnerable beneficiaries & Preserving Public Benefits 
  3. October 14, 2026 | National Structured Settlements Trade Association – Presentation by M. Benjamin Tiefenback, Esq. – Evaluating Pooled Trusts 
  4. October 15, 2026 | The Vermont Bar Association – Virtual CLE Presentation by M. Benjamin Tiefenback, Esq. – Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations 
  5. October 15-17, 2026 | North Carolina Advocates for Justice – Mountain Magic 
  6. October 21-23, 2026 | Stetson Law – 2026 National Conference on Special Needs Planning and Special Needs Trusts 
  7. October 24, 2026 | Special Needs Alliance – Fall Meeting 2026 – Panel with M. Benjamin Tiefenback, Esq. – Inside my AI Practice 


November

  1. November 8-9, 2026 | American Association of Settlement Consultants – 2026 AASC Annual Meeting
  2. November 12-13, 2026 | Utah Association for Justice – 2026 UAJ Annual Conference 
  3. November 17, 2026 | Virginia Trial Lawyers Association – Annual Paralegal Seminar 
  4. November 20, 2026 | Autism Society of Central Virginia – Virtual Presentation by M. Benjamin Tiefenback, Esq. – Caregivers of Teens with Autism