We at the Golden State Pooled Trust respect that you have choices and that it can be overwhelming to make important life decisions affecting the personal and financial well-being of yourself or your loved one. It’s important that you find independent counsel from an attorney who is familiar with special needs trusts (see here for a list of attorneys) to help you determine your options and select the best path forward.
The Golden State Pooled Trust requires beneficiaries to work with an attorney in order to join one of our trust programs. Our trustee will give you and your attorney a call before joining the trust so we can be sure that this is a good fit for both of us.
As you consider your options, here are some helpful questions to ask your attorney: