Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges.
Difficulties ranging from prior and future accounting complications, investment considerations,
beneficiary expectations, public benefits issues, and tax filings (among other issues) can derail proper
administration from the onset of a relationship and may expose a successor trustee to heightened
liability. Nationally recognized speakers Peter J Wall, Herb Thomas, and Lisa Soloway will provide
insights and case studies (and case law updates) from their own experiences while providing best
practice tips and problems to look out for before accepting appointment.
D1 – Successor Trustee Issues: Taking Over A Disaster
Speakers
Peter Wall
Peter J Wall is the Director of Fiduciary Services for True Link Financial. Prior to joining True Link Financial, Mr. Wall developed and helped lead a dedicated Disability and Elder Law division of an $80 billion nationally charted trust bank. With over 20 years of trust administration and planning experience, Peter focuses his efforts in the Elder Law Arena and is known for his Special Needs Trust administration and planning capabilities throughout the country. A Bachelor of Arts with Honors graduate of the University of Northern Colorado, Mr. Wall is the former president for the Centennial Estate Planning Council, President of the Board of Directors of Colorado Access Gallery, and serves on the Board of Directors for Easter Seals. He is a frequent presenter on the topics of Special Needs Trusts, estate planning, taxation, and trust administration and was a presenter and faculty member at the CBA 2012, 2014, 2015, 2017 and 2022 Elder Law Retreat, the 2013 National Down Syndrome Congress, the 2015 46th Annual Autism Society National Conference, and the 2018-2022 Stetson National Special Needs Trust Conference. Mr. Wall is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. Peter is a nationally recognized touring saxophonist and lives in Denver, CO with his wife and two children.