Attorney and Professional Fiduciary

Attorney and

Professional Fiduciary

With BEC on your team, you will understand the intricacies and complexities of the Disability Benefits System

Attorneys and fiduciaries who work with and serve this special group of clients are required to understand the workings of the public benefits system, which includes Social Security Disability Insurance (SSDI), Supplemental Security Insurance (SSI), Medicare and Medicaid (Medi-Cal in CA) as well as state specific programs that impact their clients.

Historically there have been very few opportunities for these dedicated individuals to learn the intricacies of the complex network of state and federal programs. BEC has made it a part of its mission to make this critically important and required material available to them in an accessible form through its training programs and intensives, customized to their particular modality. Mr. Fortuño additionally takes on private referrals from attorneys and fiduciaries through BEC’s coaching.

Whatever your needs in this area, BEC is there to work with you to assure, either through training programs or private coaching, that your clients’ needs are met with the highest degree of professionalism and up to date information.

While working at AIDS Benefits Counselors (now the Positive Resource Center) in San Francisco, Mr. Fortuño worked with and trained the agency's volunteer attorneys and helped them develop their own community based provider training programs.

Today, Mr. Fortuño works extensively with attorneys and fiduciaries through local and regional organizations like the Professional Fiduciary Association of California (PFAC) and the National Association of Elder Law Attorneys (NAELA), as well as legal & fiduciary firms that specialize in Special Needs Trusts (SNT) and those that deal with conservatorships.