Join Achieva Family Trust for a day of presentations and practical guidance designed to help people with disabilities, families, caregivers, and professionals better understand the tools and resources available for future planning.
Topics include government benefits, Special Needs Trusts, ABLE Accounts, and real-world trust administration, along with a keynote presentation by nationally recognized speaker Ellen Nalven of PLAN/NJ.
Breakfast and lunch will be provided for in-person attendees, and exhibitor tables will offer opportunities to connect with organizations and resources throughout the day.
The conference venue offers free, accessible parking, and discounted hotel room rates will be available for attendees. If you have any questions, please contact pyerina@achieva.info.
Join Achieva Family Trust for a day of presentations and practical guidance designed to help people with disabilities, families, caregivers, and professionals better understand the tools and resources available for future planning.
Topics include government benefits, Special Needs Trusts, ABLE Accounts, and real-world trust administration, along with a keynote presentation by nationally recognized speaker Ellen Nalven of PLAN/NJ.
Breakfast and lunch will be provided for in-person attendees, and exhibitor tables will offer opportunities to connect with organizations and resources throughout the day.
The conference venue offers free, accessible parking, and discounted hotel room rates will be available for attendees. If you have any questions, please contact pyerina@achieva.info.
8:00 - 8:30 AM - Registration / Visit Exhibitors
8:30 - 8:40 AM - Welcome
Amy Dolan Strano, Esq., President, Achieva Family Trust
8:45 - 9:30 AM - Keynote Speaker
Ellen Nalven - PLAN/NJ Senior Advisor
Ellen will discuss the importance of future planning from a national perspective and why proactive planning matters.
9:30 - 10:45 AM - Understanding Government Benefits
LeeAnn Fulena, Esq., Vice President, Achieva Family Trust
Gain a foundational understanding of government benefits, including how these programs work and key considerations for long-term planning.
10:45 - 11:00 AM - Break
11:00 AM - 12:00 PM - Special Needs Trusts and ABLE Accounts
Amy Conroy, Esq., Trust Attorney, Achieva Family Trust
Learn how Special Needs Trusts and ABLE Accounts work, how they help protect eligibility for means-tested benefits, and the unique advantages each offers.
12:00 - 1:00 PM - Lunch / Visit Exhibitors
1:00 - 2:15 PM - Panel Discussion: How A Trust Actually Works
Moderated by Rebecca Tyers Brown, Director of Trust Administration, Achieva Family Trust
Hear from Achieva Family Trust's administration team as they discuss how trusts are managed day-to-day, current state and federal policy changes affecting people with disabilities, and how families can use trusts to plan for and support their loved ones.
2:15 - 2:30 PM - Wrap Up / Visit Exhibitors
DoubleTree by Hilton, Green Tree
500 Mansfield Avenue
Pittsburgh, Pennsylvania 15205
United States
A discounted room block is available for conference attendees at the DoubleTree by Hilton, Green Tree.
DoubleTree by Hilton, Green Tree
500 Mansfield Avenue, Pittsburgh, PA 15205
Direct Phone Number: 412-920-8073
Room Block Rate: $119 per night
Available Dates: October 13–15, 2026
Reservation Deadline: September 23, 2026
To reserve your room at the discounted rate, use the Achieva room block reservation link:
https://group.doubletree.com/ik9xbo