The Golden State Pooled Trust
A pooled special needs trust is somewhat like a cross between a 401k and a traditional special needs trust. Beneficiaries do not get their own documents, but instead join the trust and establish an account for their sole benefit. The account is then administered like any other special needs trust. In many cases, the pooled special needs trust can be a cost effective tool to preserve eligibility for needs Supplemental Security Income (SSI) or Medi-Cal (Medicaid).
Self settled pooled trusts are authorized under California state and federal law to allow persons with disabilities to set aside their funds in order to preserve eligibility for needs based public benefits.
To learn more, go to Background / History under Organizational History or click here.
Announcing an exciting upcoming workshop
Attendees will receive 5 hours MCLE California Bar Association credit
$75 pre-registration or $100 at the door
Seating is limited, so register soon!
Wednesday, October 13, 2010
Sierra Health Foundation
1321 Garden Highway
Sacramento, CA
To register, contact Mary Eble, MSW,
North Bay Housing Coalition/Golden State Pooled Trust
(877) 336-3096 ext. 83
mary@northbayhousing.org
Co sponsored by The Arc, the Golden State Pooled Trust, Wells Fargo and The Dale Law Firm, PC
The Golden State Pooled Trust (GSPT) is a self settled trust established by the North Bay Housing Coalition (NBHC) to provide options for persons with disabilities in California. GSPT assists in preserving resources, protecting public benefits, and providing choices in order to enhance quality of life.
GSPT is open to all persons with disabilities in California, regardless of their disability.
Our vision is to create a community of knowledgeable disability advocates and attorneys to assist persons with disabilities a better quality of life. To achieve this vision, GSPT will provide support and advocacy through education, mentoring and supports services.
This website is designed to enhance this vision by providing up-to-date information and education for service professionals and the public at large. Whether you are an attorney seeking direction for your client, a family seeking a qualified attorney; whether you are looking for GSPT procedures or answers to general questions regarding pooled trusts we are here to help you find answers.
The following is some of the information found under the headers above:
1. HOME PAGE
2. BACKGROUND/EXAMPLES
Regarding pooled trusts and GSPT
3. CALENDAR
Check regularly for upcoming trainings and events
4. HOW IT ALL WORKS
For many, this will be the most important section of our website, providing videos, PowerPoints and handouts on pooled trusts and how to use the GSPT specifically.
GSPT Policy and Procedures Manual
5. CONTACT US
Utilize our contact form to ask questions or make comments
6. THE GSPT TEAM
Information regarding the three components of GSPT
7. LINKS
Important links to governmental, legal and community service sites
containing important benefits information
8. FIND AN ATTORNEY
A list of experienced attorneys throughout California
9. INFO FOR ATTORNEYS
Attorney MCLE Programs
Enrollment Instructions
Knowledge Base
Listserv
10. MEMBERS ONLY - Click on this link to Register and to Log-In
This special section for registered members contains specific
information regarding distributions plans, investments, procedures and
policies
Golden State Pooled Trust
1436 Second Street PMB 178
Napa, California 94559
877 336 3096
