The Golden State Pooled Trust

Knowledge Base     

 Click on titles below to be taken to that subject


MCLE Videos:

Planning for Clients with Developmental Disabilities

Planning for Clients with MS and Other Progressive Neurological Diseases

Pooled Special Needs Trusts


Educational Video:

California NAELA Unprogram


Links to Court Docs           Reporting Letters             Benefits Link         Articles


PDF of Master Trust               POMS D4 Checklist



"Planning for Clients with Developmental Disabilities"

MCLE Accredited
held Wednesday, October 13, 2010


Co sponsored by:
The Arc of California, the Golden State Pooled Trust, Wells Fargo and The Dale Law Firm, PC


Click on title to access video:

Video 1:  The History of the Parent Movement - Tony Anderson/ARC-CA

 Video 2:   The Lanterman Act - Part  1 - Chad Carlock


Video 3:  The Lanterman Act - Part 2 - John Shea


Video 4:  Community Systems and Residential Service Programs:  Part 1

                Pamela Madden-Krall


Video 5:  Community Systems and Residential Service Programs:  Part 2: 

                 Mary Eble and Jim Huyck

 
Video 6:  Limited Conservatorships - Stephen Dale and Jennifer Steneberg


Special Lunch Presentation: 
Overview of ARC of California by Tony Anderson




 Planning for Clients with MS and Other Progressive Neurological Diseases 

MCLE Accredited Workshop -

held March, 2010


NOTE - Viewers can receive 5 Credit Hours through the California State Bar Association after viewing all 5 videos.  The processing fee to receive certification is $50.  Payment instructions will be provided in Video 5

 

 

Video 1:  Introduction -  Family Law (click here)

 

            Click here for handouts to this session

 

 

Video 2:  Living with MS (click here)

 

            Click here for handouts to this session

 

 

Video 3:  Case Studies (click here)

 

            Click here for handouts to this session

 

 

Video 4:  Case Studies (cont) / Creating a Distribution Plan (click here)

 

            Click here for handouts to this session

 

Video 5:  Paying for an ISM/Using a Credit Card (click here)

            Click here for handouts to this session

 

 

 

 

 Pooled Special Needs Trusts 
MCLE Workshop

held Dec. 2008

 

 

Note – Viewers can receive 3 Credit Hours through the California State Bar Association by viewing all 3 videos.  The processing fee for receiving MCLE credits is $50.  Please click here for further instructions on how to receive your certificate after viewing this video.

 

Introduction by Mary Eble (click here)

Benefits by Daniel Fortuno (click here)

Pooled SNT Basics by Steve Dale (click here)

HUD – Part 1 by Doris Smith (click here)

HUD – Part 2 by Doris Smith (click here)

HUD – Part 3 by Doris Smith (click here)

 

 

California NAELA Unprogram

held March 2008 (no MCLE credit)

 

 

Calif Naela Unprogram Materials (click here)

 

Calif Naela Videos (click here)

 

 


 Links to Court Docs 

 

 

Petition with Shewry Argument re DHS Lien (click here)

 

Petition with Shewry Argument re DHS Lien - MPA (click here)

 

Sample Petition for PSNT by court (click here)

 

Sample Order (click here)

 

 


 

 Reporting Letters 

42 U.S.C. § 1396p pdf (click here)

 

Letter to SSA (click here)

 

Letter to MediCal (click here)

 

POMS D4A Checklist (click here)

 

POMS D4C Checklist (click here)

 

SI 001120.203 (click here)

 

 

 


 

 Articles 

 

 

The Dark Side of Pooled Trusts (click here)

 

 

 


 PDF of Master Trust 

 

GSPT Master Trust (click here)