PLAN of California is proud to announce a special event -

The d(4)(C) First Party Pooled Special Needs Trust -

Protecting Your Disabled Clients and the Firm: Why and How

Seminar
Lunch Provided

(plus 1 hour of CLE Credit)

Friday, September 5, 2008

12:30 pm to 2 pm

The Waterfront Plaza Hotel
10 Washington Street
Oakland CA 94607

Emcee: Baron Miller, Esq.

Faculty: Thomas Beltran, Esq.

Please join us for a highly informative presentation and discussion of how to protect the benefits and assets of your disabled clients, particularly through a d(4)(C) Pooled Special Needs Trust. From the basics through the nuances, our speaker, Thomas Beltran, Esq., will address such questions as:

What is a Special Needs Trust?

What is a First Party Special Needs Trust?

What is a d(4)(C) First Party Pooled Special Needs Trust and under what circumstances might my client need one?

I am not an estate planning attorney, why do I need to know about First Party Special Needs Trusts?
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I hope you will join us for our discussion of these questions, the important issues they raise, and how this knowledge can benefit you and your clients -

Yours Truly,

Gary M. Chang, Esq.
Executive Director
PLAN of California

(213) 925-5526

EMCEE:
Baron Miller, Esq.
Mr. Miller maintains an office in San Francisco where he specializes in estate planning for families of the mentally ill. He is a PLAN board member.

FACULTY:
Thomas Beltran, Esq.

Mr. Beltran's areas of practice include disability-related estate planning, public benefits litigation in administrative forum and state and federal court, defense of special needs trusts, federal probate and special education litigation and appellate matters. In the mid-1980s, Mr. Beltran was part of a Congressional project which led to the codification of the SSI work incentives, Sections 1619(a) and (b) of the Social Security Act. Mr. Beltran drafted the language for SB-303 (Wright), codified as Penal Code 1347.5, applying the ADA's accessibility requirements to proceedings involving sexual abuse victims with disabilities. More recently, he was part of a task-force to revise California's special needs trust law, and prepared an initial draft of the amendments; [AB-1851 (Harmon)]. In addition, Mr. Beltran is a member of the Trust & Estates Section Executive Committee of the State Bar and draftor of the PLAN of California Master Pooled Special Needs Trust. Mr. Beltran received his B.A. from the University of North Dakota, and his J.D. from Whittier Law School. He is licensed in California, Colorado, and North Dakota.

Approved for 1 hour CLE credit by the State Bar of California.

Space is limited. RSVP required to: PLANofCalif@aol.com by August 27 with name of firm and number of associates who will be attending.

PLAN of California is a 501 (c) (3) California non-profit. PLAN has served as trust protector for individual third party Special Needs Trusts since 1991 and provides Personal Support Services to people with psychiatric disabilities. The PLAN of California Master Pooled Special Needs Trust is open to all disability types, with no minimum asset requirement.