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The North Bay Housing Coalition Pooled Special Needs Trust 

The North Bay Housing Coalition would like to announce that it has established a Pooled Special Needs Trust that is fully compliant with 42 USC 1396 p D(4)C. This trust was established by the North Bay Housing Coalition – a non profit association dedicated to the housing needs of persons with disabilities in Napa, Solano and Sonoma Counties. Administration of distributions are made by Corbexis^SM , and the Dale Law Firm, PC serves as counsel for policy purposes and professional education.

The North Bay Housing Coalition Pooled Special Needs Trust is available for any person with a disability in California that needs their funds preserved while still maintaining public benefits. 

Who Should Be Interested?

This trust should be of interest to consumers, advocates and attorneys who are interested in the needs of persons with disabilities and preserving public benefits.

The North Bay Housing Coalition Pooled Special Needs Trust Needs Elder Law Attorneys to Handle Referrals

The policy of the North Bay Housing Coalition is that no beneficiary may join the trust without first being counseled by an attorney knowledgeable about the different avenues of preserving public benefits.

For further information about the North Bay Housing Coalition Pooled Special Needs Trust contact

We are proud to announce our second training class for advisors and attorneys on the use of Pooled Special Needs Trusts. 

This class will be divided into two parts – each 3 hours long.

Pooled Trusts 101 - The Basics

The morning session will be basics of Pooled Special Needs Trusts. Included will be a review of state and federal law pertaining to Pooled Special Needs Trusts, an overview of the structure of the North Bay Housing Coalition

This

The afternoon session will be the process of putting your client into a Pooled Special Needs Trust.

We are in the process of getting accreditation for the class for continuing education credit. We are charging $20 for each class

To view a PowerPoint Presentation for attorneys, click here.

For information about Corbexis, click here.

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Send mail to steve@dalelawfirm.com with questions or comments about this web site.