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DTSTART:20251111T143000Z
DTEND:20251111T160000Z
LOCATION:Maggiano's, 7401 South Clinton St., Englewood, CO 80112
UID:2716120251111T143000ZEPCSED Annual Meeting: Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations
DTSTAMP:20260427T054528Z
DESCRIPTION:\n \n \nPresentation:\n \nManaging Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations\n \nThis program provides invaluable insights into the complexities of managing disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges. From balancing beneficiaries' needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust's objectives effectively. This discussion addresses fiduciary responsibilities in trust distribution, distribution policies for fiduciaries, communication and transparency, regulatory compliance, and risk management.\n \nPresented By: \n \n \n \nBen Tiefenback, Esq., is Counsel and Director of Client Services at Commonwealth Community Trust (CCT), a non-profit pooled trust administrator that has served over 3,000 beneficiaries across the United States who are vulnerable or have a disability.\n \nPrior to joining CCT, Mr. Tiefenback was a trust and estate attorney serving Hampton Roads, the Middle Peninsula, and the Northern Neck. His practice focused on estate planning and trust creation and administration, with an emphasis on special needs trust planning due to his personal experiences with special needs issues in his family.\n \nMr. Tiefenback currently serves on the board of directors of the Alliance of Pooled Trusts (APT), the first coalition in the United States dedicated to uniting Pooled Trust providers in establishing best practices for the industry. He also writes for CCT and other publications, including NAELA News, and speaks at CLE seminars and other events across the country.\n \n ------\n\nSponsors:\n  \n \nA special thank you to our generous 2025 sponsors:  \n \n[  ](https://thegrossmanteam.com/)\n \n [](https://www.charleswilsoncpa.com/)\n \n \n \nMeeting Schedule:\n \n7:30 a.m. - 8:00 a.m.: Networking \n 8:00 a.m. - 9:00 a.m.: Speaker presentation \n\nMeeting Registration:\n \nThis meeting is the Council's annual meeting. \n \nGuests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $30 per meeting.\n \nBe sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." \n \nPlease forward this invitation to anyone you think may be interested in the group -- and bring a guest!\n
SUMMARY:EPCSED Annual Meeting: Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations - Estate Planning Council of Southeast Denver 
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DESCRIPTION:Reminder
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