The Ins and Outs of Pooled Special Needs Trusts

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.