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.