Understanding Pooled Special Needs Trusts: Maximize Benefits For Your Clients

$45

FREE FOR BHBA MEMBERS

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Credit Hours:

1.00

Specialty Area:

Estate Planning, Trust and Probate Law

Credit Type:

General

Original Air Date:

May 23, 2024

Credit Eligible In:

California

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

A D4C pooled trust is a type of pooled special needs trust specifically designed to hold the assets of individuals with disabilities. These are typically more affordable and quicker to establish than D4A stand-alone special needs trusts. However, they are an under-utilized tool in California. Our speaker, Michelle Wolf, will discuss the fundamentals of pooled special needs trust, legal considerations and best practices and case studies for how pooled special needs trusts can maximize benefits for your clients.

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Michelle Wolf

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Founding Executive Director Jewish LA Special Needs Trusts and Services

With close to three decades of experience working in the Jewish, non-profit and governmental sectors, and with a focus on social services/special needs, Michelle is uniquely positioned to provide the professional leadership to launch this program. She was previously the Transitions Coordinator at Bet Tzedek from 2012-2014, and in that position, she created a 42-member coalition of agencies intersecting the developmental disabilities and aging worlds. Previously, she was Director of the Caring for Jews in Need department at the Jewish Federation of Greater Los Angeles. She also writes a monthly column for the Jewish Journal on special needs/social services issues.