Next Session In CA Trust Admin Series Webinar 06/15/2023
Trust Principal and Income Determinations
The difference between a trust’s principal and income may seem obvious. But, as the administration process unfolds, the line often starts to blur. This webinar seeks to restore a trustee’s clarity in making principal-income determinations.
Bundling Courses
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Fundamentals of California Trust Administration
BundleThe Fundamentals of California Trust Administration course is 13-one-hour webinars hosted by top California attorneys and professionals on the necessary steps to administer all types of California trusts properly.
$890
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2022 California Special Needs Planning Symposium
Bundle$599
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2021 Special Needs Planning Series
BundleGet access to the best special needs conference anytime. Learn the ins and outs of special needs planning from top experts at your own pace. Purchase a bundle for major savings.
$849
All Courses
Educational Programs for Professionals
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Fundamentals of Public Benefits for Persons with Disabilities
CourseUnderstanding the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medi-Cal, and Medicare
$75
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Identifying Tax Benefits for Persons with Special Needs
CourseAs the number of children diagnosed with autism, Asperger's syndrome, and other neurological disorders continues to skyrocket, professionals need to understand the deductions and credits available in assisting families.
$119
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2023 California Special Needs Planning Symposium
BundleThe Special Needs Planning Symposium is a 3-day annual experience dedicated to the education of professionals who plan for persons with disabilities, administer special needs trusts, and work with persons with disabilities to maximize their vitality
$799
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ABLE Accounts Understanding Evaluating and Using Them
CourseABLE accounts are eight years old and have become a staple in special needs planning. Persons with disabilities use them, families still need to understand them, and SNT Trustees can maximize benefits by using them.
$119
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The Attorney Representing the Professional Fiduciary as SNT Trustee: Is this Complicated
CourseFiduciary duties are among the highest duties in law. Where the interests of vulnerable individuals are at stake, fiduciaries should be mindful of the sacred responsibility of care and competence.
$119
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Probate Court Hearing: Line 1 - Petition to Modify Disqualifying SNT Line 2 - Order to Show Cause Concerning SNT Trustee Surcharge
CourseOftentimes, the best way to learn is to watch it live. Join our two intrepid attorneys as they argue two petitions before an experienced California Probate Judge.
$109
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