How to Protect Your Clients from a Bad Actor Trustee
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ABOUT THIS WEBINAR
Watch This Insightful Webinar and Earn CLE*
This special CLE* session features Megan Brand, Executive Director of the 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.
During this session, Megan will explore the qualifications to evaluate one trustee from another. She will discuss:
- When and why your clients need a trust
- The different types of trusts available
- Things to ask your clients about the potential beneficiary
- Considerations when selecting a trustee
Watch this exclusive learning opportunity and help your client make an informed decision!
*1.0 hour standard CLE credit pending
Find out more about the CLE you can earn by viewing this webinar, including:
- State-specific CLE guidelines
- CLE credit types
- Attendance certificates
- Financial hardship policy
- CLE support options
MEET THE PRESENTER
Megan Brand
Executive Director – Colorado Fund for People with Disabilities
Megan began her service at CFPD in 2003 and has been the Executive Director since 2010. Megan has a bachelor’s degree in social work from the College of St. Benedict and over 25 years of experience in working with people with disabilities, their families, service providers, attorneys, trustees, financial planners, guardians, and other professionals.
In addition, Megan currently serves as Vice President of the National Planned Lifetime Assistance Network, on the board of directors of the Alliance of Pooled Trusts, and is a frequent presenter in the community, both locally and nationally, on Special Needs Trusts and related topics. She and her husband dedicate most of their free time to parenting their blended family of five biological and adopted children, as well as providing foster care to numerous children over the years, many of whom experience disabilities.
YOUR ON-DEMAND
WEBINAR RESOURCE KIT
Slides from this presentation will be available for download upon registration for this webinar.
