Joanne Marcus, MSW, serves as the President and CEO of Commonwealth Community Trust (CCT).
Ben Tiefenback, Esq., is Counsel and Director of Client Services at Commonwealth Community Trust, a non-profit pooled trust administrator serving beneficiaries across the United States who are injured, vulnerable, or have special needs.
Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs
This program provides invaluable insights into the complexities of managing disbursements within trust administration. 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.
Key topics to be discussed:
Closed-captioning available
Joanne Marcus, MSW | Commonwealth Community Trust
Joanne Marcus, MSW, serves as the President and CEO of Commonwealth Community Trust (CCT). Ms. Marcus has worked in nonprofit administration since 1978 and has led CCT since 2000.
As an expert in the field of Pooled Special Needs Trust administration, Ms. Marcus has published numerous articles for professional organizations including The National Alliance on Mental Illness and The National Medicare Secondary Payer Network. Ms. Marcus is frequently asked to present to professional organizations and family groups nationwide including The National Academy of Elder Law Attorneys, The American Academy of Estate Planners, The United Spinal Association, and Stetson University College of Law.
CCT was founded in 1990. Under the leadership of Ms. Marcus, CCT has grown to serve close to 3,000 trust beneficiaries that are vulnerable, injured, or have special needs throughout the United States.
Ben Tiefenback, Esq. | Commonwealth Community Trust
Ben Tiefenback, Esq., is Counsel and Director of Client Services at Commonwealth Community Trust, a non-profit pooled trust administrator serving beneficiaries across the United States who are injured, vulnerable, or have special needs.
Prior to joining CCT, Mr. Tiefenback was a trust and estate attorney at Sands Anderson PC and TrustBuilders Law Group. 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.
I. Regulatory Compliance | 12:00pm – 12:12pm
II. Investment Management | 12:12 – 12:24pm
III. Risk Management | 12:24pm – 12:36pm
IV. Fiduciary Responsibilities | 12:36pm – 12:48pm
V. Distribution Policies | 12:48pm – 1:00pm
Break | 1:00pm – 1:10pm
VI. Tax Considerations | 1:10pm – 1:22pm
VII. Communication and Transparency | 1:22pm – 1:34pm
VIII. Contingency Planning | 1:34pm – 1:46pm
IX. Technology and Automation | 1:46pm – 1:58pm
X. Professional Collaboration | 1:58pm – 2:10pm
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
No MCLE Required
2 General Hours
Pending CLE Approval
2 General
Reciprocity
2.5 General Hours
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Approved for Self-Study Credits
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 Substantive
Pending CLE Approval
2 General
Pending CLE Approval
2 General
No MCLE Required
2 General Hours
No MCLE Required
2 General Hours
Pending CLE Approval
2 General
No MCLE Required
2 General Hours
Approved for Self-Study Credits
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
120 General minutes
Approved for CLE Credits
2.4 General
Approved for Self-Study Credits
2 General
Approved for Self-Study Credits
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2.5 General
Approved for Self-Study Credits
2 General
Approved for Self-Study Credits
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
No MCLE Required
2 General Hours
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Not Eligible
2 General Hours Hours
Approved for CLE Credits
2 General
Approved via Attorney Submission
2 Law and Legal Hours
Approved for Self-Study Credits
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
only $395 yearly
only $395 yearly