The Golden State Pooled Trust's partners

True Link Financial Advisors

True Link Financial Advisors serves as the wealth manager for the Golden State Pooled Trust. True Link’s wealth management solution aligns a prudential approach to investment and capital management with the underlying goals and objectives of the trust’s beneficiaries. True Link acts as stewards of trust finances, providing guidance and support to beneficiaries, their advocates, and GSPT, along with a measured perspective on global markets and long term investing.

www.truelinkfinancial.com
support@truelinkfinancial.com855-381-5995

Medivest

Medivest provides Medicare set-aside administration for the Golden State Pooled Trust.

www.medivest.com
info@medivest.com877-725-2467

TEAM Risk Management Strategies

The Golden State Pooled Trust uses Trust Employee Administration and Management (TEAM), a division of Risk Management Strategies, Inc. (RMS), to assume the role of employer of record for caregivers paid through trust disbursements. As the employer, TEAM processes federal and state payroll tax reporting and deposit requirements necessary as required by law. Additionally, TEAM administers and coordinates payments of worker’s compensation for each employee. RMS is the W-2 employer and is responsible for the tax reporting liability, claims management, and all employer liability associated with employees providing services on behalf of the trust.

www.team-risk.comcontact@team-risk.com855-381-5995

Care managers and advisors

The Golden State Pooled Trust works with care managers, advisors, and service providers across California to ensure that beneficiaries receive the best support possible. These partners provide critical information about beneficiary needs and collaborate with GSPT to ensure that needs are met.