speaker-peter-wall
Peter J. 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 on 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 Financials’ 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.

Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0 - Ethics
Presented Date: June 1, 2023
Nationally recognized experts will cover all aspects of discretionary distribution requests made from beneficiaries of Special Needs Trusts (SNTs), Discretionary Trusts and Conservatorships.
Member Price: $75
Non-Member Price: $105
CE Awarded:
1.5
Presented Date: August 25, 2020
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.
Member Price: $50.00
Non-Member Price: $70.00
CE Awarded:
1.0
Presented Date: December 1, 2020
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/

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