Peter J Wall

Fiduciary Services

Peter J Wall

Peter J Wall is the Director of Fiduciary Services for True Link Financial Advisors, LLC. Prior to joining True Link, Mr. Wall developed and helped lead a dedicated Disability and Elder Law division of an $80 billion nationally chartered trust bank. With over 20 years of trust administration and planning experience, Peter focuses his efforts in the Elder Law Arena and is known for his Special Needs Trust administration and planning capabilities throughout the country. A Bachelor of Arts with Honors graduate of the University of Northern Colorado, Mr. Wall is the past president for the Centennial Estate Planning Council and Board of Directors of Colorado Access Gallery, and currently serves on the Board of Directors for Easterseals, Von’s Vision and the Board of Trustees for the next50 Foundation. He is a frequent presenter on the topics of Special Needs Trusts, estate planning, taxation, and trust administration and is a presenter and faculty member at conferences all over the country. Mr. Wall is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition; the National Academy of Elder Law Attorneys Journal; and WealthCounsel Quarterly. Peter is a nationally recognized touring saxophonist and lives in Denver, CO and with his two children.

Notable Speaking Engagements:

  • 2016, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 & 2026 Stetson College of Law National Special Needs Trust  Conference
  • 2019, 2020, 2021 & 2025 National Academy of Elder Law Attorneys (NAELA) Conference
  • 2019, 2020, 2024 Special Needs Alliance 
  • 2013 National Down Syndrome Congress
  • 2012, 2014, 2015, 2022 CBA Elder Law Retreat
  • 2015 46th Annual Autism Society National Conference
  • 2016 CBA Estate Planning Retreat
  • 2017, 2021 & 2023 NGA’s National Conference on Guardianship
  • 2020 California NAELA
  • 2019, 2022 Arizona NAELA
  • 2024 Federal Financial Institutions Examination Council at FDIC, Washington DC
  • 2018 - 2026 University of Texas Law SNT
  • 2022 & 2025 Schwab IMPACT®
  • 2017, 2019, 2020 Washington Association of Professional Guardians
  • 2019, 2020, 2021, 2022, 2023, 2026 Professional Fiduciaries Association of California (PFAC)
  • 2020, 2021, 2022, 2023 & 2025 Guardianship Institute
  • 2020 - 2026 National PLAN Alliance

Life’s complex, we get it - we’re here to help make things simpler

Sign up in just a few clicks

Order In Minutes