Attorney Resources

GSPT Study Group

The purpose of this study group is to help attorneys keep up with changes in the law, understand and utilize the POMs, and stay up-to-date with the latest information when counseling their clients. This group is not specific to pooled trusts but is intended to provide participants with access to top notch education to assist them in their practices on a broad spectrum of subjects.

Study group meetings are held online utilizing live stream Vimeo. They are usually held on the 3rd Tuesday of every month from 11:30am –1:00pm. MCLE credit is also available at no charge for California attorneys and fiduciaries. Contact to get on our mailing list or to request MCLE credit. All presentations are recorded. Links are provided in the Recordings section below.

Upcoming Events

The $60,000 Dilemma – Alternatives Before Establishing a 1st Party Trust from 11:30 am to 1:00 pm on Tuesday, August 20 with Stephen W. Dale. Specifically, this session will go over options for individuals on government benefits who receive a large cash inheritance or settlement.  The use of an ABLE account will also be considered through a series of case studies

The presentation will be one hour followed by 30 minutes for Q&A.  There is no cost to participate and qualifies for 1 hour of MCLE Credit by the State Bar of California.

To participate online, please link to on August 20, at 11:30 am PST.

This will be a live webinar so you will have the opportunity to ask questions through online chat if viewing with a PC.  If utilizing a mobile device, you will need to submit questions to  during the presentation.

If you would like to receive a copy of the slides or obtain MCLE credit, please send an email to

Recordings from GSPT Study Group

How to Incorporate Case Management in a Special Needs Trust 
Part 1:  Introduction to the Life Planning Passage Project with a focus on Integrated Community Services Serving Marin County with Irene Klein and Stephen W. Dale (Introduction - Part 1
Part 2:  Creating a Special Needs Trust that Adjusts to Changing Circumstances with Stephen W. Dale (Creating a SNT - Part 2)
Part 3:  Introduction to the Planned Lifetime Advocacy Network (PLAN) with Rebecca Pauls (PLAN Network - Part 3)

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


Reporting Requirements for GSPT account: click here
History of the Parent Movement by Tony Anderson, The Arc of California: click here
Overview of the Lanterman Act: click here
Family Law: click here
Medicaid Compliance: click here
Medicaid Set-Aside (MSA): click here
Qualified Financial Settlement: click here
Paying rent if the Beneficiary is on SSI: click here
Using a credit card with a special needs trust: click here
Lanterman Act Basics – by Jeff Darling – San Andreas Regional Center: click here
Using a Pooled Trust to Manage a 3rd Party Trust – Stephen W. Dale: click here

Recordings from “Essentials Series”

Basics of Special Education: click here
ADA Basics with a Focus on Accessibility: click here
IEP Basics from DREDF: click here

GSPT Court-Monitored Trusts

For information on how to get CLE credit for this course, please send us an email.

Other Resources

GSPT Petition 2580: click here
GSPT Petition 3600: click here

GSPT Petition 3600 instructions: click here