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Live Educational Webinar

June 28, 2022 @ 3:00 pm - 4:00 pm CDT

Webinar Date:
Tuesday, June 28, 2022

Meeting Time:
1:00PM to 2:00PM CST

Meeting Topic:
The Arc of Texas Master Pooled Trust- How Pooled Trusts Can Be a Great Alternative

Description:
The Master Pooled Trust (MPT) and other pooled trusts are a great piece of the alternatives to guardianship puzzles.  We will discuss what a pooled trust is, how it differs from a traditional supplemental needs trust and how it fits into the guardianship landscape.  Learn how a pooled trust can work for individuals and their families to protect funds, keep means-tested benefits, and potentially avoid guardianship all while improving quality of life. You will also learn how future planning using a pooled trust can benefit the individual’s quality of life, in the long term, without the need for costly interventions.

Speaker:
Haley Greer is the Director of The Arc of Texas Master Pooled Trust (MPT). Since 2011, Haley has been responsible for overseeing operations of the MPT, a pooled supplemental needs trust for people with disabilities.

Credit:
1.0 CE – Approved
1.0 CLE – Approved

Cost:
Members – Free
Non-Members – Free

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Details

Date:
June 28, 2022
Time:
3:00 pm - 4:00 pm CDT
Event Category:
Event Tags:
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Organizer

Fred Eblin
Email
fred@olsenmgmt.com

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