Description: Wednesday, January 29, 2020
7:00 PM – 9:30 PM
Attendees will learn the benefits of contributing to a CalAble Acc ...read moreWednesday, January 29, 2020
7:00 PM – 9:30 PM
Attendees will learn the benefits of contributing to a CalAble Account, the benefits of Pooled Special Needs Trusts, and More!
About this Event
Navigating government benefits for individuals burdened with physical, mental or intellectual disabilities and their families can be a minefield. Let JLA Trust explain when and how to maximize the benefits of various government-sanctioned programs such as CalAble and Pooled Special Needs Trusts.
Goldsmith Jewish Federation building
6505 Wilshire Boulevard, Los Angeles, CA 90048 read less
Description: Wednesday, February 19, 2020; 10:30 AM-12:00 PM
Where: The Friendship Foundation and OurTism, 2108 Vail Avenue, Red ...read moreWednesday, February 19, 2020; 10:30 AM-12:00 PM
Where: The Friendship Foundation and OurTism, 2108 Vail Avenue, Redondo Beach 90278
Join LAJAC in the South Bay for a workshop featuring Michelle Wolf, Executive Director of the Jewish Los Angeles Special Needs Trust, that will help you plan for your loved ones’ financial future.
Planning for the Future will teach parents of individuals with diverse abilities about vital financial protections for their children. Topics include:
CalABLE accounts as a savings option that allow individuals to save up to $100,000 without jeopardizing government benefits
How funds in the new tax-advantaged CalABLE program may be used for a wide variety of Qualified Disability-Related Expenses like education, health & wellness, and housing
Ways CalABLE can assist employed persons with disabilities
New Future Funded pooled special needs trust offered by JLA Trust and designed to protect government benefits
How CalABLE accounts can be used with special needs trusts to elevate the quality of life
Parking is on Nelson Avenue behind the Jewish Community Center, which is on Vail. Note: Nelson Avenue is a one-way street, so if you turn onto Mackay Lane from Artesia Boulevard, make a left onto Nelson and then a left into the parking lot.
This event is free, but RSVP is required. Sign up today!
Please request any accommodation needs in advance by e-mailing [email protected] or calling (323) 761-8105. 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