Public Benefits Overview and Key Concepts
Stephen W. Dale,
Haley D. Greer
Presented at the
2023 Essentials for Special Needs Planning (REPLAY)
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)
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)
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)
Setting Up the Trust, Part IV: Educating Trustees
Haley D. Greer,
Peter J. Wall
Presented at the
2023 Essentials for Special Needs Planning (REPLAY)
A View of the Sector
Rosemary E. Fei,
Alexander L. Reid
Presented at the
2023 Nonprofit Organizations Institute
Direct Charitable Activities, Recoverable Grants, and Funding Intermediaries and Fiscal Sponsors
Erica Guyer,
Shea Loewen Lazarow
Presented at the
2023 Nonprofit Organizations Institute
MASTER CLASS: Legal Compliance Issues in a Post-Dobbs World
E. Pierce Blue,
Christina N. Cahill
Presented at the
2023 Nonprofit Organizations Institute
Churches and Religious Institutions
Michael W. Durham,
Regan VanSteenis
Presented at the
2023 Nonprofit Organizations Institute
MASTER CLASS: Advocacy in a Texas Legislative Year
Michael J. Jewell,
Colette Vallot
Presented at the
2023 Nonprofit Organizations Institute