The Pooled Trust Webinar Series is designed to inform and educate pooled trust providers and attorneys, as well as those attorneys who refer clients to pooled trusts, on best practices in administering, establishing, and recommending different pooled trust programs from around the country.

WEBINAR SERIES PRICING:

 Free for ASNP Members

Non ASNP Members:
$475 for all 6 webinars
$95 for each individual webinar


PAST WEBINARS

Pooled SNT Disbursements: What is Allowed and What is Not

Joanne Marcus
Now Available on Video
(Recorded on September 21st, 2016)


Like any special needs trust, trustees must be aware of a variety of public benefit and fiduciary rules in exercising their discretion to make disbursements to benefit a person with a disability. There are certain rules on what is allowed, certain... Read More


Nationwide Effect of Funding Pooled SNTs After Age 65

Now Available on Video
(Recorded on August 24th, 2016)


States handle the issue of the funding of a first-party pooled trust differently for someone who is over the age of 65. Some states may issue a penalty and some do not. Allow Michele Fuller, an attorney experienced in the administration of poole... Read More


Evaluating Pooled SNT Programs: Not All Are Created Equal

Travis Finchum, Esq.
Now Available on Video
(Recorded on August 10th, 2016)


Pooled trusts have become an integral part of special needs planning. Yet selecting and evaluating pooled trust programs is an under-appreciated aspect of special needs planning. Pooled trusts come in many shapes and sizes. Services will vary wi... Read More


Funding Third-Party Pooled SNTs with IRA Accounts

Robert Mascali, Esq.
Now Available on Video
(Recorded on July 27th, 2016)


One of the most challenging aspects of special needs planning is handling the retirement plan assets of a parent who wishes to leave these assets to a special needs child. Frankly, one of the most challenging aspects of estate planning is planni... Read More


Technological Innovations for Administering Pooled SNTs

Will Lindahl
Now Available on Video
(Recorded on July 13th, 2016)


Pooled trust administration can be a time-consuming and tricky job. One small error in administration could have a profound impact on the public benefit eligibility of potentially hundreds of beneficiaries. Will Lindahl has been administering po... Read More


Best Practices When Drafting Pooled SNT Master Trust and Joinder Agreements

Now Available on Video
(Recorded on June 29th, 2016)


Pooled trusts are a unique tool designed to enhance the quality of lives of persons with disabilities. The trusts are unique in that a single document controls the administration of potentially hundreds of beneficiaries. Allow Michele Fuller, an... Read More