For handouts or more information, contact firstname.lastname@example.org.
Links to events are provided below:
On June 18, the Golden State Pooled Trust is recording an MCLE program on How to Incorporate Case Management in a Special Needs Trust for attorneys, care managers, and fiduciaries. The program will be recorded at the Corte Madera Community Center (498 Tamalpais Drive, Corte Madera, California) from 1:00 to 5:00 pm and attendance is limited to 20 attendees. The program will cover the following: 1) How to incorporate a system of assessment and oversight utilizing Independent Living Services (ILS) and Supported Living Service (SLS) to assist the fiduciary to expand their ability to provide a higher quality of life for the beneficiary; 2) Drafting tips on how incorporate care management into a special needs trust as well as how to maximize options in the trust document as far as changing trustees; or amending the trust as laws and conditions change; 3) A review of different options for assessing the needs of a beneficiary; and 4) How to communicate the need for case management with your clients, referral sources, and your community There is no charge to attend in person and the program will qualify for 3 MCLE credits. It will not be live-streamed but it will be recorded and posted online for later viewing and credit. If you are interested in attending in person or receiving a notice when the program is available for online viewing, please respond to email@example.com with your preference.
Housing Issues for Beneficiaries of Special Needs Trusts with Stephen W. Dale
Unique Issues for Special Needs Trust in California and CalABLE with Stephen W. Dale and guest presenter, Dante Allen, CalABLE Executive Director on April 16
Complexities of Employment Law with Rachel Green
Overview of Disability Access Law with Celia McGuiness, Esq.
Basics of Individual Education Plans (IEPs) for Attorneys and Advocates with Cheryl Theis from DREDF
How to Get Insurance Coverage for those with Mental Health and Autism Spectrum Disorder Treatments with Karen Fessel
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 Kripke, MD and Patricia Mejia, UCSF Office of Primary Care
How to Optimize the Benefits of the ABLE Act with Special Needs Trusts with Stephen Dale: ABLE ACT
How to Better Service Beneficiaries of Special Needs Trusts by Partnering with Existing Community Organizations – with guest speakers from East Bay Innovations, Christine Grabowski and Tom Heinz: LIFE PLANNING PASSAGE PROJECT
How to Help Claimants in Insurance Settlements Protect and Preserve Their Public Benefits – with guest speaker Joe Anderson from Medivest: MSP Compliance
The Basics of Regional Centers and Individual Performance Plans (IPPS) with Jim Huyck