Trustee School Seminar 2019 Agenda
8:00am – 8:30am Registration and Breakfast
8:30am – 8:45am Welcome & Introduction
Tom Begley, Jr.
8:45am – 9:45am Social Worker Advocacy
John Joseph Scullin, Meeting Life Challenges will discuss NEW Pennsylvania Medicaid Waiver Programs and NEW Intellectual Disability Rules
9:45am – 10:45am Trustees Role in Life Transitions
Ann Koerner, President, National Care Advisors on Life Transitions: Trustee Role in Proactive Expenditure Planning and Support of the Client and Primary Caregiver.
10:45am – 11:00am Break
11:00am – 12:00pm Social Security Administration
Mandy Stokes and Michael Leach, Social Security Administration, will discuss “What's New with Social Security.”
12:00pm – 1:30pm Lunch & Networking
1:30pm – 2:30pm Court Actions Involving Trusts
Ethan J. Ordog and Joellen Meckley of Begley Law Group will discuss Court Actions involving Trusts and wrapping up the Trust after the death of a beneficiary.
2:30pm – 3:30pm Trustee Panel: 3 Biggest Problems Facing Trustees
Nancy Guerin, CTFA, Manager, Special Needs Trust of RBC & CNB, Marie Katz, Vice President of Life Enrichment Trust and Erin Sunday, CTFA, Vice President, Senior Special Needs Trust Services Advisory Specialist of Wells Fargo Wealth Management will discuss the 3 Biggest Problems Facing Trustees in today’s world in Trust Administration, sharing their experiences.