The Golden State Pooled Trust (formerly the North Bay Housing Coalition Trust) is proud to announce

Utilizing Pooled Special Needs Trusts

9AM – 4PM, Lunch Included

 Burbank Elks Club , 2232 N. Hollywood Way, Burbank, Ca 91505

Six hours of MCLE

 

Counseling a client that receives a settlement or inheritance when that client is an SSI or MediCal recipient can be a real challenge. Pooled Trusts are an alternate to the generally costly court monitored self-settled Special Needs Trust. 

 

What is the Golden State Pooled Trust? The Golden State Pooled Trust was established to enable Californians with disabilities to protect assets without causing a loss of eligibility for essential public benefits and is compliant with 42 U.S.C. § 1396p (d) (4) (C). The Golden State Pooled Trust was established by the North Bay Housing Coalition, a non-profit organization dedicated to the housing needs of persons with disabilities. The policy of the Golden State Pooled Trust is that no person shall join the Pooled Special Needs Trust without first being counseled on all alternatives by an attorney knowledgeable about public benefits.

 

Class Purpose The purpose of this class is to provide training to attorneys to find solutions for their clients with an emphasis on safety and cost. Each class reviews the law and regulations with case studies to illustrate practical solutions.

Instructors:                                                                                                                                                                                                                                         Stephen W. Dale – Attorney                                                                                                                                                                                                      Mary Eble – Executive Director                                                                                                                                                                                                 Will Lindahl – President of Knights Administration

Pooled Special Needs Trust Basics– 9 AM-12 PM Pooled Special Needs Trusts reviews how to analyze a case and find the right alternative. The student will explore a variety of alternatives including when to use a spend-down, life care contract, irrevocable rental agreement, and transfer of assets to a third parties. 

Lunch Provided 12 PM – 1 PM Lunch will be provided, giving attendees an opportunity to network.

Pooled Special Needs Trust Application– 1 PM- 4 PM –The afternoon session explores how to use a Pooled Special Needs Trust. The class will review state and federal law, use of beneficiary advocates, how to counsel a client in signing a joinder agreement, special issues for persons over the age of 65, and how a Pooled Special Needs Trust is administered.

 Cost:                $120.00 if paid by March 1st -                 $150 if paid after March 1st

                Please send checks to:

North Bay Housing Coalition,

650 Imperial Way, Suite 202,

Napa, CA 94559

 

Contact:                      800-882-7974

 

 

http://www.achievingindependence.com/psnt/AdvocateClass.htm