California Special Needs Planning Symposium
About this bundle
Learn from the nation’s leading experts in special needs administration. Courses cover planning, drafting, public benefits, trust investment, health care coverage, enhancing the quality of life for persons with disabilities, planning for retirement, and more.
What You Will Learn
Who is this bundle for:
This bundle is for professionals who plan for persons with disabilities and administer special needs trusts. This informative educational adventure benefits seasoned professionals as well as those just beginning their practice.
- Special Needs Planning Attorneys
- Estate Planning Attorneys
- Professional Fiduciaries
- Families of Persons of Disabilities
Testimonial
"Information is valuable and relatable, no fluff, able to relate and take back to my practice right away."
John D.
Symposium Attendee
This course also includes:
- Full Lifetime Access
- Resources & Materials
- Certificate of Completion
Included Courses
Ask the Experts: Answering the Unanswered Questions
Top experts in the field of special needs planning come together to tackle the toughest and most perplexing questions left from the Symposium.
Amazing Grace: Winning the Battle Over Compassion Fatigue
This course aims to provide professionals with a deeper understanding of compassion fatigue, its symptoms, and its impact on both personal and professional lives.
Practical Guidance for Professionals: Funding and Testing Third-Party Special Needs Plans
Parents often worry, “Who will take over my role in caring for my child, and how can I trust they will do it well?” This course delves into the practical aspects of implementing a third-party special needs plan while parents are still alive.
Securing Lifelong Housing: Innovative Solutions for Individuals with Disabilities
Explore various housing options designed to meet the unique needs of individuals with disabilities, such as group homes, supported and independent living programs, and co-housing communities.
Fiduciary Tax Planning for Special Needs Trusts: Best Practices for Legal, Trustee, and Financial Professionals
Gain a comprehensive understanding of fiduciary income tax planning specifically tailored for first-party and third-party special needs trusts
Disputes About SNT Distributions: Preparing for Success in the Evidentiary Hearing
This dynamic course will equip fiduciaries and legal professionals with essential skills to handle conflicts effectively.
Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls
Learn about the complex interplay between retirement account rules and SNT requirements, including tax implications, distribution rules, and strategies for integrating retirement assets into the broader trust administration plan.
Establishing and Administering California OBRA 93 Special Needs Trusts
After elimination of California’s Medi-Cal asset test, the OBRA 93 Trust is a new tool for preserving Medi-Cal and IHSS benefits without the need for a Medi-Cal payback provision, sole benefit requirement, or separate trustee.