The Golden State Pooled Trust
A pooled special needs trust is somewhat like a cross between a 401k and a traditional special needs trust. Beneficiaries do not get their own documents, but instead join the trust and establish an account for their sole benefit. The account is then administered like any other special needs trust. In many cases, the pooled special needs trust can be a cost effective tool to preserve eligibility for needs Supplemental Security Income (SSI) or Medi-Cal (Medicaid).
Self settled pooled trusts are authorized under California state and federal law to allow persons with disabilities to set aside their funds in order to preserve eligibility for needs based public benefits.
To learn more, go to Background / History under Organizational History or click here.
The Golden State Pooled Trust (GSPT) is a self settled trust established by the North Bay Housing Coalition (NBHC) to provide options for persons with disabilities in California. GSPT assist in preserving resources, protecting public benefits, and providing choices in order to enhance quality of life.
GSPT is open to all persons with disabilities in California, regardless of their disability.
Our vision is to create a community of knowledgeable disability advocates and attorneys to assist persons with disabilities a better quality of life. To achieve this vision, GSPT will provide support and advocacy through education, mentoring and supports services.
This website is designed to enhance this vision by providing up-to-date information and education for service professionals and the public at large. Whether you are an attorney seeking direction for your client, a family seeking a qualified attorney; whether you are looking for GSPT procedures or answers to general questions regarding pooled trusts we are here to help you find answers.
Now Available - Videos from our latest training
held Wednesday, October 13, 2010
The Arc of California, the Golden State Pooled Trust, Wells Fargo and The Dale Law Firm, PC
The History of the Parent Movement - Tony Anderson
The Lanterman Act - Part 1 - Chad Carlock
The Lanterman Act - Part 2 - John Shea
Overview of ARC of California
Community Systems and Residential Service Programs: Part 1 - Pamela Madden-Krall
Community Systems and Residential Service Programs: Part 2: Mary Eble and Jim Huyck
Limited Conservatorships - Stephen Dale and Jennifer Steneberg
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The following is some of the information found under the headers at the top of the page:
1. HOME PAGE
2. BACKGROUND/EXAMPLES
Regarding pooled trusts and GSPT
3. CALENDAR
Check regularly for upcoming trainings and events
4. HOW IT ALL WORKS
For many, this will be the most important section of our website, providing videos, PowerPoints and handouts on pooled trusts and how to use the GSPT specifically.
GSPT Policy and Procedures Manual
5. CONTACT US
Utilize our contact form to ask questions or make comments
6. THE GSPT TEAM
Information regarding the three components of GSPT
7. LINKS
Important links to governmental, legal and community service sites
containing important benefits information
8. FIND AN ATTORNEY
A list of experienced attorneys throughout California
9. INFO FOR ATTORNEYS
Attorney MCLE Programs
Enrollment Instructions
Knowledge Base
Listserv
10. KNOWLEDGE BASE
This special section contains specific information regarding distributions plans, investments, procedures and policies
Golden State Pooled Trust
1436 Second Street PMB 178
Napa, California 94559
877 336 3096