What’s Happening at PLAN?

PROXY PARENT FOUNDATION, California proudly announces that Carla Jacobs, Executive Member of the Proxy Parent Foundation Board of Directors, has been awarded the Nonprofit Excellence Award by the Center for Nonprofit Management.

Ms. Jacobs was described as an “innovator and collaborator responsible for moving her organization forward” by members of the nonprofit community in Southern California. She was one of 30 nonprofit leaders recognized for outstanding achievements and innovative leadership in the nonprofit sector.

Ms. Jacobs joined the Proxy Parent Foundation as a member of its Board in 2003 and served as its Executive Director on a volunteer basis until 2007. Proxy Parent Foundation helps bridge the gap between the public and private sectors of the mental health system. 

Ms Jacobs is an Executive Member of the Proxy Parent Foundation Board of Directors; a veteran mental health advocate who has helped shape the dialogue surrounding mental health public policies; and a “family member” with first-hand knowledge of the devastating effects of mental illness.

Ms. Jacobs joined the Proxy Parent Foundation as a member of its Board in 2003 and served as its Executive Director on a volunteer basis until 2007. Proxy Parent Foundation helps bridge the gap between the public and private sectors of the mental health system. 

Under her leadership a team of legal experts and investment professionals were brought together to launch an investment platform that will improve the efficiency of the management of Special Needs Trusts which provide supplemental financial support beyond that which is covered by government benefits. The new PLAN of California Master Pooled Trust is now accumulating assets and will provide a far more cost effective way to manage Special Needs Trust assets. 

Proxy Parent Foundation is a nonprofit, California corporation dedicated to assisting people with disabilities by:

Ø  Safeguarding access to public entitlement funds through the creation and administration of PLAN of California Special Needs Trusts; and

Ø  Providing “family like” Personal Support Services for people with mental illness

PROXY PARENT FOUNDATION  of California invites all interested attorneys of Litigation / Estate planning / Elder Law / Probate / Public Benefits to attend a Special Event hosted by WHITTIER LAW SCHOOL and  PROXY PARENT FOUNDATION  at the Whittier Law School, Casa Mesa, California on Friday January 22, 2010 at 9:00 am to 12:00 pm. in Bldg. 3 room 12.  The program will address two topics Pooled Special Needs Trusts – How They can Protect Your Clients with Disabilities and How Trusts Established Under d(4)(C) Can Protect Medicaid of Those 65 and Older, including an overview of Public Benefits and Eligibility Issues.

The program is approved by the California State Bar for 3 hours MCLE Credit, including 3 hours Legal Specialization in Estate Planning.

The cost of the program includes refreshments and free parking, Whittier Alumni $75, Non-Alumni $100  Whittier Faculty, Staff & Students Free , $200 Firm package (bring unlimited partners and associates)  RSVP required to planofcalif@aol.com or 714-997-3310.   Please leave names of those attending and return phone number. No credit cards                           

The speaker for the program is Thomas Beltran, Esq. Mr. Beltran’s practice focuses on issues impacting persons with disabilities, including disability-related estate planning, trust administration, establishment of trusts in personal injury and workers compensation contexts, public benefits litigation in administrative, state and federal forums, defense of special needs trusts, probate, special education litigation and appellate matters.

To learn more visit the Proxy Parent Foundation Website at www.proxyparentfoundation.org

PLAN of Central Texas (Austin) has been awarded a grant of $63,000 by the Robert V. Miller Fund.  The fund was established by Sharon and Jerry Miller in memory of their late son, Robert. The fund is administered by the Austin Community Foundation.  The grant funds will be used to offset the annual membership fee for the first year of 60 families. The funds will also support two Peer Socials per month that are designed to meet the needs of peers in different age groups. And finally the grant funds will be used to provide two major “retreats” for 20 peers each in April and November. The vacation retreats will be held in Gonzales, Texas. In addition, the “retreats” will serve as an opportunity for respite for family members who are primary caregivers.

PLAN of North Texas (Dallas) invites you to attend the 6^th Annual  Open Your Heart dinner and silent auction to benefit PLAN of North Texas programs. The event will take place on Saturday, February 13, 2010 at the Park Lane Ranch 8787 Park Lane, Dallas, Texas. Festivities begin at 6:00 pm. The price for a ticket is $60 per person.  Carol Schaper, an advocate for the mentally ill for over 50 years is Honorary Chairperson.  For reservations contact Joan Vogt at 214-564-4371.

PLAN of North Texas (Dallas) has recently launched PLAN’s Recovery and Education Center Campaign to purchase a mid-sized hotel. The Campaign has crossed $1,000,000 mark in pledges and contributions. Kudos to the campaign co-chairs Bob Ploger and Bob Bates. Honorary Co-Chairs of the Campaign are Dr. Kenneth and Mrs. Ruth Altshuler. Plans for the use of the hotel are to create a first floor PLAN RECOVERY EDUCATION CENTER, including a large dining/activity room, commercial kitchen, exercise room, classrooms, art studio lounge, laundry facilities, office space and conference room.  The second and third floors will house 47 studio apartments for PLAN clients needing transitional housing and/or long-term assisted living.

 

 

 

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