Moving to Mastery, LLC

All Courses, Upcoming Webinars

Elder and Dependent Adult Financial Abuse: Recognition, Reporting, and Response

Course

Learn how fiduciaries and attorneys respond to suspected financial abuse. This course covers identifying red flags, reporting obligations, evidence preservation, emergency court remedies, and planning strategies that reduce future vulnerability.

All Courses, Ethics

Ethical Landmines with Impaired Clients: Lessons from Herren and Spears

Course

Recent high-profile cases, including Herren v. George S. and the conservatorship of Britney Spears, are reshaping how courts view an attorney’s duty when representing impaired or dependent clients. This ethics session explores new and emerging risks.

All Courses, Ethics

Ethical Communication in Special Needs Trust Practice: Rules 4.2 and 4.3

Course

Learn how to navigate communication ethics in special needs planning and trust administration. This program covers California Rules 4.2 and 4.3, guiding attorneys and fiduciaries on ethical communication with clients, families, and agencies.

All Courses, Conservatorship & Guardianship

Layering of Rights: Balancing Independence, Support, and Substituted Decision-Making

Course

Learn how to balance independence and protection using supported decision-making, least restrictive alternatives, and layered rights in conservatorship and special needs planning.

All Courses, Business Development

Succession Planning & Selling Your Practice: Strategies for Estate Planning Attorneys and Professional Fiduciaries

Course

Learn how to plan, transition, or sell your estate planning or fiduciary practice, including valuation, deal structure, client continuity, and succession strategies.

All Courses, Special Needs Planning, Trust Administration

Planning and Administering SNTs for Beneficiaries with Mental Illness

Course

Learn how to plan and administer SNTs for beneficiaries with mental illness, including intake, treatment coordination, and risk management strategies.

All Courses, Conservatorship & Guardianship

2025 Conservatorship Updates: Navigating New Mandatory Forms

Course

Learn the 2025 California conservatorship form changes, including new care plans, capacity assessments, and filing requirements. Avoid errors and meet updated court expectations with confidence.

All Courses, Special Needs Planning

Trust Protectors in Special Needs Trusts: Oversight, Authority, and Best Practices

Course

Learn how to use trust protectors in special needs trusts to provide oversight, manage risk, and maintain flexibility. Understand their authority, fiduciary status, and how to draft effective provisions.

All Courses, Special Needs Planning, Trust Administration

Directed Trusts in California: Managing Fiduciary Duties and Liabilities

Course

Learn how California’s Directed Trust framework reallocates fiduciary duties among trustees, trust directors, and co-trustees. Identify when to use each structure and how to manage liability, authority, and risk.

All Courses, Special Needs Planning, Trust Administration, Liability Defense, California Special Needs Planning Symposium

Disputes About SNT Distributions: Preparing for Success in the Evidentiary Hearing

Course

This dynamic course will equip fiduciaries and legal professionals with essential skills to handle conflicts effectively.

All Courses, Special Needs Planning, Trust Administration, California Special Needs Planning Symposium

Fiduciary Tax Planning for Special Needs Trusts: Best Practices for Legal, Trustee, and Financial Professionals

Course

Gain a comprehensive understanding of fiduciary income tax planning specifically tailored for first-party and third-party special needs trusts

All Courses, Special Needs Planning, Trust Administration, California Special Needs Planning Symposium

Practical Guidance for Professionals: Funding and Testing Third-Party Special Needs Plans

Course

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.

All Courses, Special Needs Planning, Trust Administration, California Special Needs Planning Symposium

Ask the Experts: Answering the Unanswered Questions

Course

Top experts in the field of special needs planning come together to tackle the toughest and most perplexing questions left from the Symposium.

All Courses, Business Development, California Special Needs Planning Symposium

Amazing Grace: Winning the Battle Over Compassion Fatigue

Course

This course aims to provide professionals with a deeper understanding of compassion fatigue, its symptoms, and its impact on both personal and professional lives.

All Courses, Special Needs Planning, Trust Administration, California Special Needs Planning Symposium

Securing Lifelong Housing: Innovative Solutions for Individuals with Disabilities

Course

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.

All Courses, Special Needs Planning, Trust Administration, California Special Needs Planning Symposium

Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls

Course

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.

All Courses, Special Needs Planning, Trust Administration, California Special Needs Planning Symposium

Establishing and Administering California OBRA 93 Special Needs Trusts

Course

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.

All Courses, Special Needs Planning, California Special Needs Planning Symposium

Effective Representation of Fiduciaries for Special Needs Persons

Course

This course is designed to equip attorneys with the essential knowledge and skills to effectively support fiduciaries, whether SNT Trustees, conservators/guardians, Agents, Representative Payees, or other related roles.

All Courses, Special Needs Planning, Business Development, Trust Administration, California Special Needs Planning Symposium

Onboarding Success: Introducing Beneficiaries to Special Needs Trusts

Course

This course will provide a guide to introducing beneficiaries to the trust, ensuring they understand their rights, responsibilities, and the benefits available to them.

All Courses, Business Development, California Special Needs Planning Symposium

Building a Special Needs and Estate Planning Client Maintenance Program

Course

This course will provide a step-by-step guide to developing and implementing an effective maintenance program tailored to the unique needs of special needs clients.

All Courses, Trust Administration, California Special Needs Planning Symposium

Ensuring Compliance: SNT Distributions under McGee Case and the SSA’s POMS

Course

Compliance with McGee and POMS rules is crucial for making and documenting special needs trust (SNT) distributions. This course will provide a comprehensive overview of the legal requirements and best practices for adhering to these guidelines.

All Courses, Special Needs Planning, California Special Needs Planning Symposium

Estate Planning for Persons with Special Needs

Course

An in-depth course tailored for legal professionals, where we will explore the intricacies of estate planning in this unique context.

All Courses, Special Needs Planning, Trust Administration, California Special Needs Planning Symposium

Everything You Need to Know about IHSS and Regional Center Services

Course

Gain a thorough understanding of IHSS eligibility, services, and application processes, along with insights into the role and offerings of Regional Centers.

All Courses, Business Development, California Special Needs Planning Symposium

The Path to a Great Practice and a Great Life: Strategies for Success and Fulfillment

Course

Learn how to build a thriving special needs professional practice and a fulfilling personal life.

All Courses, Special Needs Planning, Trust Administration, California Special Needs Planning Symposium

2025 Fundamentals of Public Benefits - California

Course

Understanding SSI, SSDI, Childhood Disabled Beneficiary Benefits, Medi-Cal, Medicare, and Section 8 is crucial for professionals involved in planning and managing the personal and financial care of persons with disabilities.

All Courses, Ethics

Attorneys' Guide to Navigating the Ethics of AI

Course

This course explores the intersection of AI and legal ethics, focusing on issues such as confidentiality, competence, disclosure, and oversight of AI within the office of both attorneys and non-attorneys.

All Courses, Ethics

The Two-Hat Problem: How to Ethically Represent Fiduciaries and Beneficiaries

Course

In this course, we will explore the "two-hat” problem and discuss best practices for maintaining ethical boundaries in representing clients who occupy multiple roles in the same administration.

All Courses, Special Needs Planning

Cracking the Judicial Code: Enhancing Attorney and Fiduciary Communications

Course

Discover the key factors influencing judicial rulings and learn techniques for crafting persuasive arguments, structuring written submissions, and delivering compelling oral presentations that resonate with judges.

All Courses, Business Development

Digital Tools for Special Needs Planning: Empowering Professionals

Course

Learn how to leverage digital innovations to streamline your workflow, enhance collaboration with clients and colleagues, and improve overall efficiency and effectiveness in your practice. 

All Courses, Special Needs Planning, Trust Administration, Liability Defense

Judicial Perspectives Unveiled: Practical Insights on SNT Attorney and Trustee Fee Requests

Course

Learn best practices for presenting fee requests, including strategies for effectively justifying the requested fees based on factors such as complexity, time spent, case outcomes, and fiduciary duties.

All Courses, Trust Administration

Advanced Fiduciary Tax Planning Strategies for Third-Party Special Needs Trusts

Course

Designed for special needs attorneys, financial advisors, and trust administrators, this course delves into the intricacies of managing and optimizing tax considerations for trusts established to support individuals with special needs.

All Courses, Trust Administration

From Conflict to Collaboration: How Mediation Transforms Special Needs Trust Lawsuits

Course

This immersive course offers attorneys and trustees a firsthand experience of the power of mediation. Through an engaging simulated exercise, you will gain insights into the advantages of mediation and develop skills for navigating conflicts.

All Courses, Special Needs Planning

Demystifying Section 8 and HOTMA’s Impact on Persons with Disabilities

Course

Section 8, the lifeline that enables individuals to secure suitable homes despite limited income, has undergone a transformation with the Housing Opportunities Through Modernization Act (HOTMA). Explore the implications this holds for those in need.

All Courses, Special Needs Planning, Trust Administration

Recent Developments in Special Needs Planning

Course

Dive into the ever-evolving landscape of case law, statutes, and policy changes that impact individuals with disabilities. Gain a comprehensive understanding of 2024 legal and regulatory updates, empowering you to craft effective and compliant plans.

All Courses, Special Needs Planning

Strategies Unveiled: Case Studies for Attorneys in Special Needs Planning

Course

Explore case studies focused on using SNTs, ABLE accounts, supported decision making, and limited conservatorships. Learn strategic legal strategies to navigate complex government benefit rules, family dynamics, and capacity issues.

All Courses, Trust Administration

Navigating Turbulent Waters: Best Fiduciary Practices for Investing During Challenging Times

Course

Trustees will acquire a deep understanding of fiduciary investing, focusing on key principles such as risk management, asset allocation, portfolio diversification, and compliance with the Uniform Prudent Investor Act.

All Courses, Special Needs Planning

Drafting Considerations for Third-Party Special Needs Trusts: Empowering Personalized Solutions

Course

Third-Party SNTs offer substantial flexibility to cater to the diverse abilities and needs of individuals with special needs. We will identify essential elements while pinpointing provisions that may prove counterproductive.

All Courses, Trust Administration

Navigating Financial Responsibilities: Home, Car, and Caregiving Payments through SNTs

Course

With the combined expertise of our instructors, we will explore the financial responsibilities associated with home ownership, car expenses, and caregiving services through a Special Needs Trust (SNT).

All Courses, Trust Administration

Special Needs Trust (SNT) Trustee Accounting Challenges

Course

Fiduciary accountings provide a road map as to how a trust or estate was managed for the fiduciary, the beneficiaries, the lawyers, and the Court. Our instructors will discuss common red flags, ethical considerations, and more.

All Courses, Special Needs Planning

Specialized Estate Planning for Persons with Disabilities: Protecting Their Legacy, Ensuring Their Care

Course

As an estate planning attorney, it is crucial to understand the specific considerations and challenges faced by families with a special needs loved one. Join us for an in-depth course where we will explore the intricacies of special needs planning.

All Courses, Business Development

Balancing Growth & Success: Strategizing Your Great Practice and Great Life

Course

As a professional, you possess excellent skills, but to foster continuous growth and success, you need to master business skills that drive your business forward. This workshop will empower you to plan and strategize your great life and practice.

All Courses, Special Needs Planning

2024 Fundamentals of Public Benefits for Persons with Disabilities - California

Course

Understanding the fundamentals of public benefits is the first step for professionals to know how to properly plan for persons with disabilities and how to manage their personal and financial care during their lifetimes.

All Courses, Special Needs Planning, Conservatorship & Guardianship

Juggling the Tools for Persons with Disabilities: Supported Decision-Making, Limited Conservatorships, and SNTs

Course

This course delves into the unique planning landscape for individuals with special needs, focusing on three pivotal tools: Supported Decision-Making, Limited Conservatorships, and Special Needs Trusts (SNTs).

All Courses, Special Needs Planning, Estate Planning, Business Development

Keeping Your Sanity: Effective Client Vetting for Conservatorships, Trusts, and Special Needs Trusts

Course

Master the art of interviewing potential clients for conservatorships, trusts, and SNTs, featuring insights from our speaker, and learning how to build strong relationships and achieve better outcomes.

All Courses, Special Needs Planning, Trust Administration, Great Lakes Symposium

2023 Fundamentals of Public Benefits for Persons with Disabilities

Course

A comprehensive review of the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medicaid, Medicare, and Community Living Support (CLS).

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Great Lakes Symposium

Holistic Special Needs Planning

Course

A review of holistic planning for all fiduciaries and planners, including available services, structured settlements, legal planning, trust longevity, and how these facets interact to build a beneficiary-first system for distribution planning.

All Courses, Attorneys, Special Needs Planning, Families, Great Lakes Symposium

Creating a Life Plan for a Loved One with Disabilities

Course

This program will cover a host of commonly applied situations and scenarios in which the SNT Trustee will have to decide if paying for food, shelter, vacations, or other common special needs disbursements requests.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Great Lakes Symposium

Needs-Based Financial Analysis: How Long will the Money Last?

Course

This program will provide the tools to prepare a depletion analysis, including the factors that must be considered such as calculating lifetime income from public benefits, estimating annual costs, and adjusting for market inflation and fluctuations.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Great Lakes Symposium

Understanding How and When to Use a Pooled Trust

Course

This program provides a broad overview of the considerations when working with litigation counsel, the tools available, and how to combine them to create the best result for your client that meets their goals.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Great Lakes Symposium

SSA Updates and the New D-SNP Insurance Benefits

Course

Explore the massive SSA Program Operations Manual (POMS), a vital resource with 53,000 pages of answers for our clients, and discuss the D-SNP Medicare Advantage plan, a comprehensive healthcare plan for those eligible for both Medicare and Medicaid.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Great Lakes Symposium

Section 8 and SNTs: Everything Changes on January 1, 2024

Course

In 2024, applicants and residents of Section 8 benefits will experience dramatic changes to how their income and assets count towards eligibility and rent. Learn what is in store, what (if anything) planners can do, and what advice you can offer.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Great Lakes Symposium

SNT Taxation and Implication of Corporate Transparency Act to Special Needs Planners

Course

Explore the specific tax implications of special needs planning, including the taxation of trust income, the tax treatment of expenses related to special needs trusts, and the implications of the Corporate Transparency Act (CTA) in your practice.

All Courses, Attorneys, Special Needs Planning, Great Lakes Symposium

Maximizing Social Security Benefits and Advocating for your Client

Course

Identify key strategies to maximize Social Security benefits, including reducing ISM penalties, analyzing parental deeming for a child's financial eligibility, leveraging the often missed CDB benefit, responding to SSA requests, and more.

All Courses, Business Development

Compliance or Consequences: The Stark Realities of the Corporate Transparency Act

Course

In a landscape where regulatory requirements are constantly evolving, the Corporate Transparency Act has set new benchmarks for transparency and accountability in the estate planning and business world.

All Courses, Special Needs Planning

The McGee Case: SNT Trustee's Best Friend or Worst Nightmare?

Course

The landmark McGee decision sets the standard for SNT trustees in the proper administration of SNTs. This session equips trustees with an authoritative grasp of the post-McGee legal terrain.

All Courses, Special Needs Planning

Strategic Choices in Medi-Cal Planning: Why OBRA 93 Trusts May Be Superior to SNTs

Course

The elimination of Medi-Cal’s asset test has fundamentally changed special needs planning. OBRA 93 trusts, trusts that would have been unsuitable before the change in the asset test, will now be the standard going forward.

All Courses, Estate Planning

Never Too Early to Plan Ahead: How People Can Pay Less Death Taxes

Course

The federal estate tax exemption is at a historic high but soon will be cut in half. In 2024, the federal estate tax rate is an enormous 40% if you have over $13.61 million in total assets as an individual.

All Courses, Trust Administration

Unpacking the New California Uniform Fiduciary Income and Principal Act

Course

Starting January 1, 2024, the Uniform Fiduciary Income and Principal Act (UFIPA) revolutionizes trust administration, embedding modern portfolio theory into the fabric of fiduciary duties and asset management.

All Courses, Ethics, Attorneys

Unique Ethical Issues that Arise Between Attorney and Trustee

Course

During this session, we will explore the nuances and intricacies of the attorney-trustee relationship, addressing specific ethical dilemmas that can arise.

All Courses, Ethics, Attorneys

Counseling Clients with Mental Illness - Duties, Pitfalls, and Ethics

Course

As professionals serve as advisors, advocates, negotiators, and evaluators, this session will delve into the nuanced ethical responsibilities of counseling clients with mental health issues.

All Courses, Fiduciaries, Trust Administration

Managing Expectations: Handling Housing, Caregiving, Transportation, and Issues for Persons with Disabilities

Course

Managing expectation for Handling Housing, Caregiving, Transportation, and other Difficult Special Needs Issues for Persons with Disabilities. Presented with Ann Koerner of National Care Advisors.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration

SNT Trust Advisory Committees & Trust Protectors: Drafting Tips and Best Practices

Course

All Courses, Memo of Intent, Free Resources

Parent Workshop: Creating Your Memorandum of Intent for a Special Needs Loved One

Course

This workshop will help you develop a memorandum of intent that provides guidance and instruction on the proper care and support of your loved one with special needs.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Managing Challenging Trust Assets

Course

During trust administration, there are a host of assets that can be challenging to administer, including homes, businesses, vehicles, and more.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Creating Checklists, Calendaring Deadlines, and Summarizing Rules

Course

Trust administration is driven by deadlines, checklists, and rules. This program provides a plethora of each to aid in the administration of California trusts.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Liability Defense

Court Proceedings in Trust Administration

Course

This session covers the times that court pleadings may be necessary as part of a trust administration. This includes petitions for instructions, defending the trustee and much more.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration

Trustee and Attorney Compensation

Course

Trustee and attorneys compensation for trust administration is subject to a variety of rules. This program provides the information the professional needs to stay out of trouble and be fairly compensated.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Fiduciary Income and Estate Taxation

Course

Fiduciary income taxation is the income taxation of trusts and is contrasted with the estate tax. Fiduciary income taxation is the income taxation of assets in a person’s trust. Estate taxation looks at the value of a person’s estate at death.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Creditor Claims Against Trust Estate

Course

When a person dies, creditors can hold their trust responsible for paying their outstanding debts. Similarly, creditors may be able to collect payment for the outstanding debts of beneficiaries from the distributions they receive from the trust.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Trust Principal and Income Determinations

Course

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.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Investment and Management of Trust Assets

Course

This program discusses the financial planning needed to comply with the requirements of the Prudent Investment Act, the trust document, and California law.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Overview of Trustee's Legal Duties

Course

An overview of all the Trustee's legal duties in administering a California trust. This program summarizes the different legal duties a trustee will encounter during trust administration.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Subtrust Allocation and Funding at Death of First Spouse in Joint Trust

Course

This program will provide an overview of issues to consider when funding subtrusts of a revocable trust after a first spouse’s death, including identifying and understanding marital deduction formulas, timing of funding, tax considerations, and more.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Trustee's Recordkeeping and Accounting Requirements

Course

This course describes the Trustee’s often-overlooked record-keeping and accounting duties. Yet, the failure to meet these responsibilities can be dire, especially when audited by a beneficiary, their family, successors, or others.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Administering Single Person Trust or Second to Die Trust After Death

Course

Learn the basics in administering a trust after the settlor’s death. We will cover what forms to file with the county, what notices need to go to the beneficiaries, what are the trustee responsibilities to the beneficiaries, and more.

All Courses, California Trust Administration, Attorneys, Estate Planning, Fiduciaries, Trust Administration, Families

Introduction to California Trust Administration

Course

The Fundamentals of California Trust Administration is divided into 13 one-hour webinar sessions taught by the best California attorneys and professionals to identify the important issues when administering a California trust.

All Courses, Ethics, Attorneys

Testamentary Capacity Expert Opinions: Common Pitfalls and Strategies

Course

This presentation provides a framework for the cross-examination of psychiatric and psychological experts, based on an analysis of frequent errors conducted during these expert evaluations.

All Courses, Ethics, Attorneys

Implicit Bias: What is it? How Can We Avoid it?

Course

This course will discuss how implicit bias is defined and how it impacts people, organizations, and decision-making outcomes. We will also go over how to test for it in yourself, as well as how to avoid the impact of implicit bias.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Conservatorship & Guardianship, Families

Supported Decision-Making: Three's a Crowd?

Course

This course will discuss supported decision-making and what this alternative to conservatorships does for individuals with disabilities. Plus the impact of the new California law on conservatorships.

All Courses, Attorneys, Special Needs Planning

Settlement Planning for Persons with Disabilities

Course

When persons with disabilities receive settlement benefits, knowing what tools are available and in what combination will create the optimal result for the client.

All Courses, Attorneys, Business Development, Fiduciaries

Managing High Conflict People

Course

Bill Eddy, LCSW, Esq. developed the high conflict personality theory to explain the driving forces behind people who present the most challenging behaviors.

All Courses, Attorneys, Special Needs Planning

SECURE Act: Retirement Planning for Persons with Disabilities

Course

Deborah Tedford is an expert on taxation and is currently working on comments to IRS proposed regulations to implement the Secure Act.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Families

Understanding Regional Center and In-Home Supportive Services (IHSS) Benefits

Course

Lifetime caregiving costs for persons with disabilities can be astronomical. It is imperative that the planner knows how to stretch out all available resources for the person with a disability.

All Courses, Attorneys, Special Needs Planning

Drafting Workshop for Effective Third-Party Special Needs Trust Provisions

Course

This program provides the drafting attorney with excellent fundamental coverage of the provisions that are included in third-party special needs trust drafting. Yet, these provisions while excellent...

All Courses, Fiduciaries, Trust Administration

Creating Clear and Consistent Procedures for Making Proper SNT Distributions

Course

The SNT administration process can be filled with friction for both the trustee and beneficiary. Clear procedures and well-communicated expectations help the trustee’s team and the beneficiary has a smooth and consistent experience.

All Courses, Attorneys, Special Needs Planning

Reviewing All the Special Needs Planning Tools Available for Persons with Disabilities

Course

Special needs planners know that when a client with special needs comes to the office, there are a host of issues that need to be addressed. Issues concerning capacity, asset management, disability, public benefits, housing, caregiving, and transport

All Courses, Fiduciaries, Trust Administration

Complying with the SNT Trustee’s Reporting, Record Keeping, and Accounting Duties

Course

Special needs trust trustees often overlook the important duties of reporting, record-keeping, and accounting in their busy practices. However, neglecting these responsibilities can lead to serious consequences.

All Courses, Attorneys, Special Needs Planning

Case Studies: Planning Strategies for Families with Loved One with Special Needs

Course

Planners may know the basic tools for special needs planning, but there may be different solutions and different uses for those tools in different planning scenarios.

All Courses, 2023 Special Needs Planning Symposium, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Families

Disability Advocacy and Current Issues

Course

Persons with disabilities commonly need the services of professional advocates throughout their life. This occurs for a number of reasons including losing access to housing, improper education, losing public benefits, or other civil rights violations

All Courses, 2023 Special Needs Planning Symposium, Attorneys, Special Needs Planning

Properly Drafting a SECURE Special Needs Trust to Hold Retirement Assets

Course

Persons with disabilities commonly need the services of professional advocates throughout their life. This occurs for a number of reasons including losing access to housing, improper education, losing public benefits, or other civil rights violations

All Courses, 2023 Special Needs Planning Symposium, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Families

Financial Planning for Families with a Loved One with Special Needs

Course

Financial planning can be complex, but when a family has a loved one with special needs it can be even more complicated. The special needs financial planner requires additional skills, knowledge, and empathy to advise families that include a loved

All Courses, 2023 Special Needs Planning Symposium, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Families

Financial Planning for Persons with Special Needs

Course

Financial planning for persons with disabilities can be complex. The traditional financial planner typically works with individuals who are gainfully employed and do not need to qualify for public benefits.

All Courses, 2023 Special Needs Planning Symposium, Attorneys, Special Needs Planning, Fiduciaries, Liability Defense

Probate Court Hearing: Petition to Modify Disqualifying SNT & Order to Show Cause Concerning SNT Trustee Surcharge

Course

Oftentimes, 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.

All Courses, 2023 Special Needs Planning Symposium, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Liability Defense

The Attorney Representing the Professional Fiduciary as SNT Trustee: Is this Complicated

Course

Fiduciary 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.

All Courses, 2023 Special Needs Planning Symposium, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Families

ABLE Accounts Understanding Evaluating and Using Them

Course

ABLE 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.

All Courses, 2023 Special Needs Planning Symposium, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Families

Identifying Tax Benefits for Persons with Special Needs

Course

As 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.

All Courses, Ethics, Attorneys

Ethical Duties in Special Needs Planning

Course

This course explores the issues that arise when an attorney serves as a SNT attorney for a professional fiduciary. The course also explains what happens what ethical duties arise when a client dies or disappears.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Liability Defense

A View From the Bench: Judges' Review of Special Needs Issues

Course

Join the Hon. Sandra Bean from the Alameda County Probate Court, Hon. Daniel Juarez from the Los Angeles Probate Court, and Hon. Mary House (ret.) of the Los Angeles Probate Court, while they discuss special needs issues before the court

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration, Families

Beyond the Documents: Effective Advocacy for Lifetime Needs of Persons with Disabilities

Course

This program will address the issues that prevent persons with disabilities from leading fulfilling lives by reviewing the most common issues including identifying appropriate services, available housing, and caregiving solutions.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Conservatorship & Guardianship, Families

Supported Decision-Making: Protecting Rights & Ensuring Choices

Course

Studies have shown that when people with disabilities are empowered to make more choices, they have a better quality of life. In this session, you will learn about Supported Decision-Making (SDM), receiving assistance in making their own decisions.

All Courses, Fiduciaries, Trust Administration, Families

Hiring Caregivers for Persons with Disabilities

Course

Hiring caregivers to assist a person with a disability is one of the most important tasks an SNT Trustee must do. This critical task is fraught with numerous issues both legal and practical.

All Courses, Attorneys, Special Needs Planning

Evaluating and Correcting Defective Special Needs Trusts

Course

This program will teach professionals to evaluate a Special Needs Trust for legal and statutory compliance. In addition, participants will gain perspective on when and what steps to take when correcting a defective SNT.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Trust Administration

Special Needs Means Specialized Family Law Planning Issues

Course

Unique issues arise during divorces when there is a child or spouse with special needs involved. Special needs planners should include in their plan what happens in a divorce when there is a spouse or child with a disability.

All Courses, Ethics, Attorneys

Ethics of Representing Clients with Diminished Capacity

Course

This course explores the issues that arise when a client has diminished capacity and discusses the difficulties that may occur in properly identifying the client and the professionals responsibility to act competently.

All Courses, Attorneys, Business Development, Fiduciaries

How to Start Special Needs Planning and Administration

Course

Join our panel as they discuss the steps (and missteps) taken to master this difficult but rewarding field of practice. Even experienced attendees will walk away with practical and usable advice, checklists, flow charts, services and more.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Liability Defense

Mock Court Hearing: How Judges Review SNT Accountings and Reports

Course

Observe 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.

All Courses, Attorneys, Special Needs Planning, Fiduciaries, Conservatorship & Guardianship

Establishing a Limited Conservatorship for Developmentally Disabled Persons

Course

Persons 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.

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

Course

What 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?

All Courses, Families, Free Resources

Top Estate Planning Mistakes and How to Avoid Them

Course

We often see families during a crisis like severe illness or when someone passes. It can take a lot of time and money to sort through the avoidable issues that arise. Learn the top solutions to common mistakes in this foundational course.

All Courses, Families, Free Resources

Protect Your Assets: Are you prepared for the cost of long term care?

Course

The cost of long term care can be astronomical for those without proper planning. Enroll in this course to learn the ways to avoid common mistakes and use planning tools to your advantage. Presented with Dyers Group.

All Courses, Families, Free Resources

Navigate Michigan Auto Insurance Reform: Top Mistakes to Avoid

Course

This free course will discuss the updates and changes to Michigan laws regarding auto insurance. We will help you discover solutions to the top mistakes we see consumers make. Presented with Denise Mansfield of Mansfield Insurance Group.