Attorney Resources

GSPT Webinars

The purpose of GSPT Webinars 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.
Webinars 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 by downloading the form below and returning to  All presentations are recorded. Links are provided in the Recordings section below.


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Upcoming Events

(Earn MCLE credit, please use this link to download MCLE Credit Form.)

June 11 | Practical Tips for Protecting Public Benefits & Trusts to Maximize Settlements w/ Tanis Kelly (register)

June 25 | Student/Family Rights under the IDEA & Section 504 of the Rehabilitation Act w/ Cheryl Theis (register)

July 30 | The SECURE Act 2.0 w/ Peter J Wall, Director of Fiduciary Services at True Link Financial Advisors and Stephen W. Dale (register)

August 27 | Complexities of Employment Law and Considerations for Trusts with Cheryl Severson, Chief Customer Officer & Head of TEAM Risk Management Strategies (register)

Recordings from GSPT Webinars

Practical Tips for Protecting Public Benefits & Trusts to Maximize Settlements w/ Stephen W. Dale

Special Needs Trusts in California and CalABLE

Housing Issues for Beneficiaries of Special Needs Trusts

KTLP 2 Information and Resource

KTLP 1 Intro to Lanterman Act and the IPP

Private Fiduciary Best Practices with guest speaker Meredith Taylor | VP of PFAC, and Principal Fiduciary at IMT Associates

Unique Issues for Special Needs Trusts in California and CalABLE

What the Social Security Administration Considers When Evaluating Whether a Trust is a Resource: Francesco Benavidas

Maximizing Social Security Benefits for Special Needs Families with Avram Sacks

Housing Rights with Families with Special Needs Children

Working From Home with Mr. Robert Nuddleman, Esq. (not eligible for MCLE credit)

Paying Right! Common Wage and Hour Pitfalls with Robert Nuddleman

Practical Tips on Protecting Benefits and Trust in Order to Maximize Settlements with Melissa Baldwin and Stephen W. Dale

Student and Family Rights Under the IDEA and Section 504 with Cheryl Theis from DREDF

Tax Wise Planning/Funding Special Needs Trusts with IRAs with Stephen W. Dale

Review of the Revised Special Needs Trust POMS with Ken Brown

Introduction and Implementation of Supported Decision Making with Clarissa Kripe, MD and Patricia Mejia, UCSF Office of Primary Care