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The Golden State Pooled Trust relies on estate planning and elder law attorneys to counsel potential beneficiaries on the appropriateness of the Golden State Pooled Trust prior to enrollment. To support referring attorneys the Golden State Pooled Trust:

• Maintains a listserv for attorneys that encourages a community of leaning
• Teaches continuing education programs 
• Shares documents on knowledgebase (this information is available in the MEMBERS ONLY section 
  

The Golden State Pooled Trust was designed specifically to serve the needs of the legal community to better serve their clients. 

Stephen W. Dale, LL.M is Trustee for the Golden State Pooled Trust. His role is to support a community of attorneys interested in counseling persons with disabilities on benefits issues.

Consider the Golden State Pooled Trust as one alternative when counseling your clients. As a pooled special needs trust, it meets all the Federal and State law requirements for the needs of your clients. The Golden State Pooled trust can help your client avoid unnecessary time, expense and costs to protect their assets and preserve eligibility for public benefits, especially when the client does not have a parent or grandparent to sign a D4A trust. Consider what can be done if your client is over the age of 65 for SSI and MediCal.

Forms (coming soon!)

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