Peter J Wall

Fiduciary Services

Peter J Wall

Peter J Wall is the Director of Fiduciary Services at True Link Financial Advisors. With more than 20 years of trust administration experience at national bank trust companies, he is well known throughout the country for his deep understanding of special needs and Elder Law issues. Prior to joining True Link, Mr. Wall developed and led a dedicated Elder Law and SNT division of a nationally chartered $80B trust bank. This division coordinated fiduciary management, banking needs, unique asset management, tax preparation, and investment management for SNTs, PSNTs, and other fiduciary appointments. Mr. Wall currently serves on the Board of Directors for Easter Seals, as well as several other estate planning and charitable organizations; he is also a member of the Academy of Special Needs Planners. A frequent presenter on the topics of special needs trusts, estate planning, taxation, and trust administration, he is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).

Notable SNT/Tax/Financial Planning/Investment Speaking Engagements:

  • 2016, 2018, 2019, 2020, 2021 & 2022 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts
  • 2019, 2020 & 2021 National NAELA Conference
  • 2017 & 2021 National Conference for the National Guardianship Association
  • 2019 & 2020 Special Needs Alliance Conference
  • 2019, 2020, 2021 & 2022 UT Law Special Needs Conference
  • 2012, 2014, 2015, 2017 & 2022 CBA Elder Law Retreat
  • 2013 National Down Syndrome Congress
  • 2015 46th Annual Autism Society National Conference
  • 2016 CBA Estate Planning Retreat
  • 2020 California NAELA
  • 2018 & 2020 Women’s Estate Planning Council
  • 2020, 2021 & 2022 Professional Fiduciaries Association of California (PFAC) Annual Conference
  • 2016, 2020 & 2021 Washington Association of Professional Guardians
  • 2019 Wisconsin NAELA
  • 2019, 2020, 2021, & 2022 PFAC Regional Conferences

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