PFAC - LMS - Discretionary Special Needs Trust Distributions & ABLE Accounts Overview

Discretionary Special Needs Trust Distributions & ABLE Accounts Overview

Cost: $50 PFAC Member – $70 Non-Member

Speaker: Peter J. Wall

CEU Awarded: 1.0 Trust

Presented Date: 12/01/2020

About the Course

An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above and beyond these restrictions.

Peter J. Wall

Peter J. Wall is the Director of Fiduciary Services at True Link Financial. With over 19 years of trust administration experience at national bank trust companies, he is well known throughout the country for his deep understanding of special needs and elder law issues. Prior to joining True Link, Mr. Wall assisted in the development of the Disability and Elder Trust Services division of BOK Financial. Mr. Wall currently serves on the Board of Directors for Easter Seals, and is the former president of the Board of Directors for Access Gallery, the Centennial Estate Planning Council and the Denver Trust Officers Association. Mr. Wall is a frequent presenter on the topics of Special Needs Trusts, estate planning, taxation, and trust administration at many state and national conferences. Mr. Wall is a published author, most notably, in Elder Law in Colorado Red Book, Fourth Edition.

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Course Details

For Distributors

Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.

Quantity	Price per voucher
1+	$0.00

Instructors

Peter Wall

Peter J Wall is the Director of Fiduciary Services for True Link Financial. With over 18 years of trust administration experience, Peter focuses his efforts in the Elder Law arena and is known for his Special Needs Trust administration and planning capabilities throughout the country. Before joining True Link Financial, he developed and help lead BOK Financial’s dedicated SNT division. Mr. Wall is the former President for the Centennial Estate Planning Council, former President of the Denver Trust Officers Association, President of the Board of Directors of VSA Colorado Access Gallery, and serves on the Board of Directors for Easter Seals. He is a frequent presenter on the topics of Special Needs Trusts, estate planning, taxation, and trust administration for numerous professional and community groups and was a presenter and faculty member at the CBA 2012, 2014 and 2015 Elder Law Retreat, the 2013 National Down Syndrome Congress, 2015 46th Annual Autism Society National Conference, the 2019 National NAELA conference, and the 2016, 2018 and 2019 Stetson National Special Needs Trust Conference. Mr. Wall is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. Peter is a nationally recognized touring saxophonist and lives in Denver, CO with his wife and two children.