The Ins and Outs of Pooled Special Needs Trusts



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Credit Details
Credit Hours:
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
Original Air Date:
February 23, 2023
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

Our speakers include the directors of the Proxy Parent Foundation, a non-profit organization started by the parents of children with disabilities. The foundation operates the PLAN of CA Master Pooled Trust, helping families create special needs trusts and acting as their trustee. Beyond trust administration, the organization also provides personal support services. As the name reflects, Proxy Parents, from the organization, step into the shoes of a loving family member, as a proxy, and act as a caring advocate and friend. Our speakers will provide an in-depth look at the ins and outs of pooled special needs trusts and how those trusts help beneficiaries with special needs. They will share real-life examples of unique methods to maximize the potential of trust beneficiaries.

Meet the Speakers
Carol Larkin


Assistant Managing Director Proxy Parent Foundation
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Bruce Lewitt


Managing Director Proxy Parent Foundation
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Thomas E. Beltran


Counsel Barton Klugman & Oetting LLP

Mr. Beltran is an expert in the area of special needs trusts, and trusts in general. He has successfully litigated on behalf of his clients for denied benefits in front of many agencies, including Regional Centers. He has helped his clients secure benefits for Medicare, Medicaid, Social Security Disability and Special Education. He also represents clients in Elder Law, Guardianship and Conservatorship matters. 

In his spare time, Mr. Beltran builds custom guitars.

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