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How to Protect Your Clients from a Bad Actor Trustee
January 7, 2025
12 PM CST
Presented by Megan Brand | Executive Director – Colorado Fund for People with Disabilities
When helping clients select a trustee or pooled trust organization for a trust benefiting a person with a disability or an older adult, there are many questions to ask and areas to consider. Join Megan Brand as she explores how to evaluate one trustee from another!
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Jan
21
The 2025 Desk Reference: Breaking Down Medicaid Planning in the New Year
January 21, 2025 12 PM CST
Presented by Thomas Krause, J.D. | Vice President of Sales and Marketing