Public Benefits Overview and Key Concepts

Stephen W. Dale, Haley D. Greer
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

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Setting Up the Trust, Part I: First and Third Party Trusts vs. Pooled Special Needs Trusts

Haley D. Greer, Craig C. Reaves
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

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Setting Up the Trust, Part II: Understanding the Basic Elements and Mechanics of SNT Provisions

Stephen W. Dale, Peter J. Wall
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

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Setting Up the Trust, Part III: Funding the Trust

Stephen W. Dale, Haley D. Greer
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

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Setting Up the Trust, Part IV: Educating Trustees

Haley D. Greer, Peter J. Wall
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

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Direct Charitable Activities, Recoverable Grants, and Funding Intermediaries and Fiscal Sponsors

Erica Guyer, Shea Loewen Lazarow
Presented at the 2023 Nonprofit Organizations Institute

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MASTER CLASS: Legal Compliance Issues in a Post-Dobbs World

E. Pierce Blue, Christina N. Cahill
Presented at the 2023 Nonprofit Organizations Institute

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Churches and Religious Institutions

Michael W. Durham, Regan VanSteenis
Presented at the 2023 Nonprofit Organizations Institute

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MASTER CLASS: Advocacy in a Texas Legislative Year

Michael J. Jewell, Colette Vallot
Presented at the 2023 Nonprofit Organizations Institute

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