The purpose of this study group is to help attorneys keep up with changes in the law, understand and utilize the POMs, and stay up-to-date with the latest information when counseling their clients. This group is not specific to pooled trusts but is intended to provide participants with access to top notch education to assist them in their practices on a broad spectrum of subjects.
Study group meetings are held online utilizing live stream Vimeo. They are usually held on the 3rd Tuesday of every month from 11:30am –1:00pm. MCLE credit is also available at no charge for California attorneys and fiduciaries. Contact email@example.com to get on our mailing list or to request MCLE credit. All presentations are recorded. Links are provided in the Recordings section below.
For handouts or more information, contact firstname.lastname@example.org.
Introduction and Implementation of Supported Decision Making with Clarissa Kripke, MD and Patricia Mejia, UCSF Office of Primary Care
How to Optimize the Benefits of the ABLE Act with Special Needs Trusts with Stephen Dale: ABLE ACT
How to Better Service Beneficiaries of Special Needs Trusts by Partnering with Existing Community Organizations – with guest speakers from East Bay Innovations, Christine Grabowski and Tom Heinz: LIFE PLANNING PASSAGE PROJECT
How to Help Claimants in Insurance Settlements Protect and Preserve Their Public Benefits – with guest speaker Joe Anderson from Medivest: MSP Compliance
Reporting Requirements for GSPT account: click here History of the Parent Movement by Tony Anderson, The Arc of California: click here Overview of the Lanterman Act: click here Family Law: click here Medicaid Compliance: click here Medicaid Set-Aside (MSA): click here Qualified Financial Settlement: click here Paying rent if the Beneficiary is on SSI: click here Using a credit card with a special needs trust: click here Lanterman Act Basics – by Jeff Darling – San Andreas Regional Center: click here Using a Pooled Trust to Manage a 3rd Party Trust – Stephen W. Dale: click here