Attorney resources

GSPT study group

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 GoToMeeting, and are held every other month (odd months) from 11:45 a.m. – 1:00 p.m. Contact GSPT for scheduled dates by sending email to support@dalelawfirm.com.

Videos

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

Recordings from “Essentials Series”

Basics of Special Education: click here
ADA Basics with a Focus on Accessibility: click here
IEP Basics from DREDF: click here

Recordings from GSPT study group

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 GoToMeeting, and are held every other month (odd months) from 11:45 a.m. – 1:00 p.m. Contact GSPT for scheduled dates by sending email to mary@gspt.org.

How Does SSI Regard Homes Owned by Special Needs Trusts? click here
Planning for Child support for Children on Public Benefits – with guest Gene l. Osofsky, Esq., CFLS: click here
Estate Planning for Persons with Multiple Sclerosis:  Making Sense of the Puzzle – with guest Jaclyn Smoczynski, National Multiple Sclerosis Society, No. Calif. Chapter: click here
Understanding the New SCHIP Law & Medicare Set Asides, Guest – with guest Doug Brand, President/CEO Medivest: click here

Court Monitored Trusts 2016 MCLE Class

For information on how to get CLE credit for this course, please send us an email.

Not seeing the video? Click here


Other Resources


GSPT Petition 2580: click here
GSPT Petition 3600: click here
GSPT Petition 3600 instructions: click here