Date: Wednesday, June 8, 2016
Time: 12 PM – 5 PM (PST)
Location: Bet Tzedek Legal Services, 3250 Wilshire Blvd., 13th Floor, Los Angeles, CA 90010
Cost: $150 (limited to 20 attendees)
Register:
Click here to register
This session will focus on how to work with a pooled trust in cases that are under court supervision. The session is intended to give attendees the working knowledge and tools needed to counsel their clients and referral sources on the process of using a pooled trust, how to get the pooled trust approved by the court, and how to deal with specific issues such as Medicare set-aside arrangements (MSAs), caregiving issues, and unusual disbursements such as the purchase of a residence. We will also be reviewing how distributions are made, and how a distribution plan can assist in the smooth administration of the account and help identify issues before they become a crisis. While much of the course is designed to help attendees with pooled trust cases, the materials will be useful for non-pooled trust cases as well.
Expert panel:
Stephen W. Dale, Esq, Golden State Pooled Trust: Utilizing various methods to create court-ordered cases
Jennifer Steneberg, Esq, Dale Law Firm: Methods of establishing court-ordered trusts
Joe Anderson, Western Regional Center, Medivest: Using Medicare set-aside arrangements
Rachel Green, Team Risk Management Strategies: Working with family caregivers
Claire McDonnell, COO, True Link Financial: Developing a distribution plan
Directions: Take the Metro Rail Purple Line or Red Line to Wilshire/Vermont Station. The venue is a short walk from the station.
