2021 Special Needs Planning Series
Get 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.
Bundle includes
Here are all the products that are included in your bundle.
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All Courses
Ken Brown Updates on Social Security Administration’s Rules and Policies on Special Needs Planning Tools
CourseSpecial needs planning, public benefits, and SNT administration are areas of the law that are in constant flux. This course will provide the most recent updates to any California specific laws, regulations and policies
$119
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All Courses
Implementing an Underused Tool in Special Needs Planning, the Pooled SNT: When to Use Them, How to Evaluate Them and How to Use Them
CoursePooled Special Needs Trusts are a unique solution for planning for a person with a disability. Our panel consists of two national Pooled SNT administrators, a CPA audit firm that evaluates non-profits, and a nonprofit attorney to help us learn.
$119
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All Courses, Attorneys, Special Needs Planning, Fiduciaries, Liability Defense
What to Expect: Mock Court Hearing on SNT Establishment, Accounting, and Reporting
CourseObserve several mock hearings that cover several SNT accounts and reports in which the Honorable Mary House examines certain parts of the SNT accounting. Learn first hand what courts are looking at first.
$119
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All Courses, Attorneys, Special Needs Planning, Fiduciaries, Conservatorships & Guardianships
Establishing a Limited Conservatorship for Developmentally Disabled Persons
CoursePersons with disabilities who do not have capacity will may require a Conservatorship in order to have someone with legal authority to make decisions on their behalf. We will cover how to establish & maintain and the limitations of a Conservatorship.
$119
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All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Families
Are They Prepared? Crisis Planning for Special Needs Families and the Role of the Advisor
CourseWhat is the reasonable responsibility of a fiduciary, SNT Trustee, special needs attorney and financial planner when facing these common challenges for their clients and to ensure that this conversation is documented?
$119
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All Courses
Special Needs Planning with Retirement Assets: How the SECURE Act has Fundamentally Changed Planning for Persons with Disabilities
CourseThe SECURE Act contains several provisions that significantly change the planning and administration of estates and trusts. Many of the new rules will have a significant and oftentimes negative impact on estate plans in general.
$119
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