Evaluating the Rising Number of PSNT Programs (2021)

NAELA Annual Conference 2021
Pooled Special Needs Trusts were codified over 25 years ago when OBRA was signed into law in 1993, much has changed since then. The infrastructure for many national pooled trust programs has become sophisticated and robust while keeping costs low for those living with disabilities. This session will address where the industry is in 2021 and what you should expect from a pooled trust provider in the modern-day. This program will provide the practitioner with the tools needed to evaluate these programs in regard to requirements for PSNT compliance and best practices for administration. 2021 Annual Conference
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Good Shepherd Fund

Good Shepherd Fund

Phoenix, AZ

Michele P. Fuller

Michigan Law Center, PLLC

Macomb, MI

Kevin Urbatsch

The Urbatsch Law Firm P.C.

Berkeley, CA

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