HOW IT ALL WORKS

The Golden State Pooled Trust

HOW IT ALL WORKS

Click here to access the
Policy and Procedure Manual

For more information on this subject, click on the links below:

Disbursement Requests
- a review of the GSPT policy on disburesement requests.

Using a Credit Card
- this page provides detailed information (and a video link) to explain how to use a Credit Card within a Pooled Trust to protect benefits

MCLE Videos
- This page contains videos that provide MCLE credit.

Topics include:

Planning for Clients with Multiple Sclerosis and Other Neurological Diseases
Pooled Special Needs Trusts
Using Care Managers

This page will take you through various subjects dealing with utilizing the Golden State Pooled Trust (with many subjects pertaining to Pooled Trusts in general).

The first section gives important information regarding SSI, Medi-Cal, and PSNT basics. The next section will provide you with instructional videos, PowerPoints and handouts dealing with utilizing the Golden State Pooled Trust (with many subjects also pertaining to pooled trusts in general).

Check back often. More subjects added regularly!

Click on the links below to be taken to that subject:

Special Video Presentations:

1.     PSNT Basics presented by Stephen W. Dale, The Dale Law Firm

This video reviews Social Security regulations about Pooled Special Needs Trusts (PSNT) (18 min.)

2.    What is SSA's Definition of Disability? Presented by Daniel Fortuno, Benefits Education Center (BEC)

This video reviews Social Security’s definition of disabilities for purposes of qualifying for SSI or SS Disability Insurance (8 min. 31 sec.)

3.     SSDI and SSI Basics presented by Daniel Fotuno, BEC

Brief review of the SSDI income programs (4 min. 37 sec.)

4.    MediCal and Special Needs Trusts presented by Daniel Fortuno, BEC

This video reviews California’s Medical Program (5 min, 5 sec.)

5.     HUD and Special Needs Trusts by Doris Smith, former Administrator of the Napa County Housing Authority

Presentation on how SNTs affects HUD programs, including Section 8 (13 min, 19 sec.)

MORE HELPFUL SUBJECTS !

How to Videos / PowerPoints / Handouts

     - New information will be posted soon - check back often!
          HUD and Special Needs Trusts
          MediCal and Special Needs Trusts
          Pooled Special Needs Trust Basics
          Rent for SSI Recipients
          Rent for Medi-Cal only Recipients
          Reporting to SSA
          SSDI and SSI Basics
          Using a Credit Card
          Definitions

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