eCourse
Standards and Best Practices for Pooled Trusts
Contains material from Mar 2025
Standards and Best Practices for Pooled Trusts
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This presentation unpacks the case study of The Center for Special Needs Trusts Administration to better understand what happened and explores the deviations from best practices in pooled trust administration. Also, discuss safeguards for beneficiaries with disabilities, standards for trust administration, and what checkpoints to look for in a pooled trust’s operations.
Includes: Video Captions Audio Transcript Slides
Archived Material
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The accreditation period for this eCourse has expired and it is no longer available for credit.
Self-Study Use Only
The accreditation period for this eCourse has expired and it is no longer available for credit.
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Sessions
1.
Standards and Best Practices for Pooled Trusts (Mar 2025)
Stephen W. Dale, Haley D. Greer, John B. Henry III, Peter J. Wall
0.75
0.50
0.00
Downloadable Materials
Transcript
(txt)
Slides
(pdf)
– 17 pgs
Session 1 —42 mins
Standards and Best Practices for Pooled Trusts (Mar 2025)
This presentation unpacks the case study of The Center for Special Needs Trusts Administration to better understand what happened and explores the deviations from best practices in pooled trust administration. Also, discuss safeguards for beneficiaries with disabilities, standards for trust administration, and what checkpoints to look for in a pooled trust’s operations.
Originally presented: Feb 2025 Special Needs Trusts
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer,
The Arc of Texas - Austin, TX
John B. Henry III,
Law Office of John B. Henry, III, PLLC - Bellaire, TX
Peter J. Wall,
True Link Financial - Denver, CO