On May 17, 2023, attorney Ed Wilcenski and our Director of Case Management, Mike Cognetti, traveled to Milwaukee, Wisconsin, to present at the National Plan Alliance 2023 Annual Conference. The presentation highlighted the challenges presented by the aging of the caregiver population and continued pressure on public funding, and how these trends will drive the need for proactive special needs trust administration. The National Plan Alliance is a consortium of pooled trust administrators, corporate fiduciaries and other professionals who serve the disability community.
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