Special Needs Planning Symposium: General Sessions
About this bundle
The General Session Bundle brings together all nine plenary programs from the 10th Annual Special Needs Planning Symposium. From public benefits changes and housing rules to family law, conservatorships, and emerging tools like ABLE accounts and AI, these sessions provide a well-rounded view of the issues professionals are actively navigating.
You will gain insight into how different areas intersect, where risks arise, and how to approach complex scenarios with greater clarity. This bundle is designed to strengthen decision-making across disciplines while reinforcing the core responsibilities of attorneys and fiduciaries working with individuals with disabilities.
What You Will Learn
Who is this bundle for:
If you work in California disability planning, trust administration, or fiduciary practice, these sessions provide the broad update your practice requires this year.
- Special needs planning attorneys
- Private professional fiduciaries
- Estate planning attorneys
- Conservatorship and probate attorneys
- Financial professionals working with individuals with disabilities
- Professionals advising families on long-term planning and benefits
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
Public Benefits on the Brink: What’s Changing in Washington and Sacramento
Explore proposed federal and California budget changes affecting Social Security, Medi-Cal, Medicare, IHSS, and more. Learn how legislative shifts may impact eligibility and long-term public benefits planning.
Pooled Special Needs Trusts in Practice: Evaluating Programs and Protecting Beneficiaries
Family Law Meets Disability Planning: Critical Crossroads for Attorneys and Fiduciaries
Explore how family law decisions impact clients with disabilities. Learn about capacity, asset division, support orders, and protecting public benefits in divorce and family court proceedings.
Scenes from the Courtroom: Vignettes in Limited Conservatorship Practice
Analyze real-world limited conservatorship vignettes addressing contested powers, objections, and less restrictive alternatives. Gain practical strategies for petitioners, counsel, and fiduciaries.
Integrating ABLE Accounts: What Attorneys and Fiduciaries Need to Know Now
Explore updated ABLE account strategies, benefit interactions, and tax considerations. Learn how to integrate ABLE accounts into disability planning to enhance flexibility and protect eligibility.
AI and Special Needs Planning: What Attorneys and Fiduciaries Must Know Now
Explore how AI is reshaping estate and special needs planning. Learn practical strategies for ethical adoption, client confidentiality, internal policies, and compliance in a rapidly evolving legal tech landscape.
Life Transitions in the Real World: Bridging Advocacy, Benefits & Planning for Families Across the Wealth Spectrum
Bridge the gap between planning and real life. Explore key disability transitions, benefits access, successor support, and strategies to create sustainable, dignified life plans for families.
Section 8 Shake-Up: New Housing Rules Every SNT Attorney and Fiduciary Needs to Know
Understand how HOTMA changes to Section 8 income and asset rules impact Special Needs Trusts. Learn practical strategies to protect housing eligibility and reduce fiduciary risk.
I’ll Take Attorney Mistakes for $500: A Decade of SNT Lessons in Jeopardy Format
A fast-paced, Jeopardy-style review of special needs planning pitfalls. Learn from real fiduciary mistakes, drafting errors, and court-triggering accounting issues, while strengthening your risk awareness.