E2 – The Intersection Of Public Benefits And Special Needs Trust Disbursements

Prior to joining True Link Financial Advisors, Ms. Konvicka was the General Counsel and Director of Client Services at a national pooled trust. She has more than two decades of experience administering Special Needs Trusts and Estates and Trust and Public Benefits Planning for individuals with special needs and their families. While in private practice, she also provided fiduciary litigation services for trusts and estates, while maintaining a guardianship and conservatorship practice. Ms. Konvicka has been a speaker for the Virginia Continuing Legal Education Foundation, National Academy of Elder Law Attorneys, several state chapters of NAELA, The Virginia Trial Lawyers Association, National Academy of Special Needs Planners, National Association of Estate Planning Attorneys, National Business Institute, University of Texas School of Law, Stetson University College of Law, and the National Alliance on Mental Illness. She is an active member of the Virginia State Bar, National Academy of Elder Law Attorneys and Virginia Academy of Elder Law Attorneys, and continues to speak and provide educational presentations and articles to various organizations.

Beth Misak has more than 17 years of experience in the financial services industry and has served as a California Licensed Professional Fiduciary (CLPF). Prior to joining True Link, she was a Vice President at HearthStone Private Wealth Management, where she provided financial advisory services to professional fiduciaries.