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Peter J. Wall

True Link Financial

Peter J. Wall

True Link Financial

Peter J. Wall

True Link Financial

Profession LogoTRUST ADMINISTRATOR

Peter J. Wall is the Director of Fiduciary Services for True Link Financial. He has over 20 years of professional trust administration with a focus in Elder Law & SNT planning.

Prior to joining True Link Financial:

  • Developed and helped lead the BOK Financial Disability and Elder Trust Solutions division 

  • President of the Centennial Estate Planning Council

  • Member of the Board of Directors for Easter Seals

  • President of VSA Access Gallery

  • Member of the Academy of Special Needs Planners

Special needs trusts, estate planning, taxation, and trust administration faculty member and presentations include:

  • 2016, 2018, 2019, 2020 & 2021 Stetson National Conference on
    Special Needs Planning and Special Needs Trusts

  • CBA 2012, 2014, 2015 & 2017 Elder Law Retreat

  • 2013 National Down Syndrome Congress

  • 2015 46th Annual Autism Society National Conference

  • 2016 CBA Estate Planning Retreat

  • 2017 & 2021 National Conference for National Guardianship Association

  • 2019 Special Needs Alliance Conference

  • 2019, 2020 & 2021 National NAELA Conference

  • 2020 CA NAELA

  • 2020 PFAC Annual Conference

Firm Description

We provide our investment management services and technology to:

  • Conservators and guardians
  • Attorneys
  • Independent fiduciaries
  • Nonprofit pooled trusts
  • Family member trustees
  • Trust companies   

We offer fully integrated solutions for:

  • Special Needs Trusts
  • Discretionary Trusts
  • Conservatorships / Guardianships
  • Family / Marital Trusts
  • Pooled Special Needs Trust
  • Revocable / Irrevocable Trusts
  • Creditor Protection Trusts

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

315 Montgomery Street 10th Fl
San Francisco, CA 94104

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts