Gabe Wilkerson, Author at Midwest Special Needs Trust

DESE Transition Training Institute

by Gabe Wilkerson | July 5, 2023 | News | 0 Comments

Trust Specialists Shelley and Madeline gave a presentation at the MO Department of Elementary and Secondary Education’s “Transition Training Institute.” They provided an overview of 1st and 3rd Party Trusts, Pooled Trust Organizations, ABLE Accounts, and MSNT’s...

Community Engagement Conference

by Gabe Wilkerson | June 15, 2023 | News | 0 Comments

Casie Stephens, Director of Trust Services, attended the Community Engagement Conference held in Kirksville, MO on 03/25/2023. She provided information on pooled special needs trusts and the charitable grant program to attendees. She also had the opportunity to...

Charting the LifeCourse Showcase

by Gabe Wilkerson | June 15, 2023 | News | 0 Comments

Casie Stephens, Director of Trust Services, attended the Charting the LifeCourse 7th Annual Showcase. During the Showcase, Casie learned about how the framework and tools created by Charting the LifeCourse can help individuals with disabilities “live their best life”....

Missouri Coalition for Oral Health

MSNT Charitable Trust Specialist Heather Cooper and Associate Director Bianca Farr at the 2022 Missouri Coalition for Oral Health Policy Conference sponsored by the Missouri Coalition for Oral Health. The conference...

National Academy of Elder Law Attorneys

MSNT’s Casie Stephens, Director of Trust Services, with Dr. Stana Martin at MoNAELA, the Kansas City, Missouri meeting of the National Academy of Elder Law Attorneys. Dr. Martin assists the elderly and individuals...

2018 Arkansas Bar Joint Meeting with the Arkansas Judicial Council

Executive Director, Kathy Birkes, at the Annual ArkBar Joint Meeting with the Arkansas Judicial Council on June 13, 2018. [su_spacer size="30"]

MSNT: A Model For the World

In October 2017, MSNT Executive Director Kathy Birkes traveled as a guest of the University of Hong Kong (UHK) to participate in an international symposium on financial planning for special needs. Kathy joined experts from Japan, Singapore, South Korea, Canada,...

2017 MACDDS Annual Conference

Casie Stephens, MSNT Trust Specialist III, at the MACDDS Annual Conference (October 26-27, 2017) at the Tan Tar A Resort in Osage Beach, MO where she presented on special needs trusts and ABLE accounts. [su_spacer size="30"]

2017 Real Voices Real Choices

Charitable Trust Specialist Heather Allen, Trust Specialist III Casie Stephens, Trust Specialist I Donald Hiatt and Co-Chair of the 2017 Real Voices Real Choices Conference Garrett Lawrence at Tan-Tar-A Resort in Osage Beach, MO August 20-22, 2017. [su_spacer...