About the Golden State Pooled Trust

The Golden State Pooled Trust

The Golden State Pooled Trust (GSPT) is a type of special needs trust established by the North Bay Housing Coalition (NBHC) to support persons with disabilities in California. GSPT assists in preserving resources, protecting public benefits, and providing choices for individuals with disabilities in order to enhance their quality of life.

GSPT is open to all persons with disabilities in California, regardless of disability type. In addition to pooled trust services, GSPT also provides support and advocacy through education for families, attorneys, and other service providers. Whether you are a family seeking a qualified attorney, an attorney seeking direction for your client, or a service provider looking for answers regarding special needs trusts, we are here to help you find answers.

The Dale Law Firm

Stephen W. Dale, Esq., LL.M, Trustee 
Stephen oversees the day-to-day operations of GSPT, reviews and authorizes disbursements, and directs investments under the supervision of True Link Financial Advisors. In addition, Stephen coordinates GSPT’s educational component and advises referring attorneys in counseling their clients.

Shelley Sunseri, Beneficiary Support for GSPT
Shelley assists in preparing joinder agreements and related documents to assist beneficiaries and their advisors interested in joining GSPT. In addition, she reviews distribution requests and coordinates disbursements for each individual account.

Theresa A. Dale, JD,  Program Administrator for GSPT
Terri oversees the administration of billing, budgeting and compliance with policies and procedures.

North Bay Housing Coalition 

North Bay Housing Coalition (NBHC) is a 501(c)(3) nonprofit organization dedicated to expanding choices and options for person with disabilities throughout California. As such, it meets the federal requirement that a pooled trust be created and actively managed by a nonprofit organization. NBHC established the Golden State Pooled Trust in 2004 and delegates responsibility for the trust management to Stephen W. Dale, Esq.

Mary Eble, Executive Director of both the North Bay Housing Coalition and GSPT
Mary administers and oversees all services. In addition, she manages the MCLE continuing education documentation. Mary has an extensive understanding of affordable housing issues and opportunities. She has a Masters degree in Social Work from University of Texas at Austin. Mary is committed to assisting individuals with developmental disabilities and their families to create unique living arrangements that not only meets their needs, but their dreams as well.