Description: Friday, September 20, 2019, from 9:30-11am.
Jewish Los Angeles Special Needs Trust's open house will provide ...read moreFriday, September 20, 2019, from 9:30-11am.
Jewish Los Angeles Special Needs Trust's open house will provide families with basic information about our Pooled Special Needs Trust program, why it is needed, and how it works.
We will cover the following topics:
Why Parents and Grandparents Need to Plan Ahead
Introduction to Government Benefits SSI, Medicaid (Medi-Cal in CA), IHSS, Special Needs Trust Basics
Who will be your Trustee?
Pooled Trust Basics
JLA Trust & Our Partners-LIFE planning at JLA Trust
New CalABLE Accounts
New FutureFunded and LIFE Planning at JLA Trust
6505 Wilshire Blvd
Los Angeles, CA 90048 read less
Description: Do you live in Los Angeles County and have a loved one with a serious disability? Have you been meaning to set aside ...read moreDo you live in Los Angeles County and have a loved one with a serious disability? Have you been meaning to set aside money for that person but don’t know how?
With seed funding provided by the Jewish Community Foundation of Los Angeles, we have launched a Pooled Special Needs Trust which will provide supplemental financial support over and above government benefits, and peace of mind for you.
Our Pooled Special Needs Trust helps to ensure that children and adults with disabilities are able to obtain the highest possible quality of life, by leveraging the power of pooled investments to assist with financial security.
Pooled Special Needs Trusts are an excellent, affordable alternative to stand-alone special needs trusts for families who want to set aside some money for their loved one with a disability but can’t afford the costly set-up and annual fees associated with a stand-alone trust, and are also seeking a trustee who understands the needs of people with disabilities and also has in-depth knowledge of the local community. read less
Description: The group will meet every other Saturday from 9:00-11:00am: A Place where you can share thoughts and feelings and ta ...read moreThe group will meet every other Saturday from 9:00-11:00am: A Place where you can share thoughts and feelings and talk about your experience as a parent of a special needs child. Led by Joyce Levy Katz, MFT and mother of a special needs child. This Thousand Oaks group will take place at Temple Etz Chaim, 1080 E. Janss Road, Thousand Oaks. For more information, contact Joyce Levy Katz at 818-701-2040 or the temple office at 805-497-6891. read less