Thomas E. Beltran is a partner at Barton, Klugman & Oetting in downtown Los Angeles. His areas of practice include estate planning, disability-related estate planning, conservatorships and guardianships, will and trust litigation, public benefits litigation in administrative forums, state and federal court, defense of special needs trusts, probate, special education and regional center litigation and appellate matters. Recent published cases concern regional center services: Harbor Regional Center v. Office of Administrative Hearings, (2012) 210 Cal.App.4th 293 and Samantha C. v. Department of Developmental Services, (2010) 185 Cal. App. 4th 1462. He set-up the PLAN of California Master Pooled Trust, and serves as its general counsel. Mr. In the mid-1980s, he was part of a Congressional demonstration project which lead to the codification of the SSI work incentives, Sections 1619(a) and (b) of the Social Security Act. Other experience includes ten years with the regional centers, work with the special education clinic at Pepperdine Law School, and a lecturer in the University of Judaism's graduate school of psychology, from 1998 until the program closed in 2001. He also was active in consultation with the dependency system and edited the CASA special education manual. 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, and he was the principal drafter of the amendments to Probate Code §§ 3600 et seq. [AB-1851 (Harmon)]. He co-authored an article with Peter Stern to explain the new law in First-Party Special Needs Trusts and Probate Code Sections 3600 et seq.—What AB 1851 (Stats. 2004, Ch. 67) Accomplished, California Trusts and Estates Quarterly, Fall 2006. His article, People with Disabilities, Age 65 and Over, Can Establish a Self-Settled Pooled Special Needs Trust That Protects Their Medicaid Benefits, was published in the Consumer Attorneys of California FORUM magazine, September/October 2009. His Article, Achieving Ability, about the ABLE Act, was a feature article for the Los Angeles County Bar Magazine’s September 2015 issue. Mr. Beltran is a past-member of the Executive Committee of the California State Bar's Trust and Estates Section.
|Los Angeles Lawyer||Achieving Ability||2015|
|Consumer Attorneys of California, Forum Magazine||People with Disabilities, Who Are Aged 65 and Over, Can Establish a Self-settled Pooled Special Needs Trust That Protects Their Medicaid Benefits||2009|
|Whittier College School of Law||N/A||N/A|
|University of North Dakota||N/A||N/A|
|Harbor Regional Center v. Office of Administrative Hearings||My client prevailed.|
|Samantha C. et al. v. The Office of Administrative Hearings et al.||My client prevailed, reversing the trial court.|
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October 4, 2014
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