Special Needs Planning Symposium 2023
A 3-day experience dedicated to educating professionals who plan for persons with disabilities and administer special needs trusts. This informative and interactive educational adventure benefits both seasoned professionals and those just beginning their practice. There are multiple opportunities to network with nationally-renowned experts on all aspects of special needs planning and administration to ensure your master this complex yet rewarding field.
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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2022 Great Lakes Special Needs Planning Series
BundleThe Great Lakes Symposium 2022 bundle includes eight (8) session recordings, that you will have access to along with the materials within each session. You will be able to view the sessions as many times as you would like. Happy Learning!
$499
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Update to POMS, Chicago Regional Chief Counsel Opinions, and Examination of Recent Court Cases
CourseThe Social Security Act is one of the largest and most difficult-to-understand pieces of legislation. Congress granted enormous flexibility to the Commission of Social Security to write the eligibility rules.
$75
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Properly Administering Special Needs Trusts: Setting Up Systems and Making Proper Disbursements
CourseIt is critical that the SNT Trustee understand how disbursements are used to enhance the quality of life of a person with a disability.
$75
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Drafting the World's Greatest Third-Party SNT
CourseOur speaker has drafted hundreds of special needs trusts and administered many more, and has created a Drafting Guide that will be published soon.
$75
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Special Needs Trust Taxation and Recent Developments
CourseCommon questions arise regarding special needs trusts and how first and third-party special needs trust taxation differs.
$75
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Secure Act - Retirement Planning for Persons with Disabilities
CourseDeborah Tedford is an expert on taxation and is currently working on comments to IRS proposed regulations to implement the Secure Act.
$75
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