Special Needs Planning Symposium: Pre-Sessions
About this bundle
This bundle brings together nine foundational sessions focused on the core components of special needs planning. From public benefits and trust drafting to fiduciary responsibility, distributions, and long-term planning, these sessions establish the knowledge professionals need to approach this work with clarity.
You will gain a structured understanding of how benefits, trusts, and fiduciary duties interact, along with key considerations in first-party planning, caregiving, and investment oversight. This bundle is designed to strengthen your foundation so you can navigate more complex scenarios with confidence.
What You Will Learn
Who is this bundle for:
If your work involves drafting, administering, or advising on Special Needs Trusts, this bundle reinforces the core principles that support competent, compliant, and confident practice.
- Special needs planning attorneys
- Estate planning attorneys expanding into disability planning
- Private professional fiduciaries
- Trust administrators
- Conservators and attorneys advising conservators
- Professionals seeking a stronger technical foundation in SNT practice
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
CARE Court in Context: A New Option for Families Facing Severe Mental Illness
Understand California’s CARE Court framework, including eligibility, process, and how it differs from conservatorships. Learn how to advise families of individuals with severe mental illness realistically and effectively.
Investing for the Future: Prudent SNT Strategies in Uncertain Times
Apply the Prudent Investor Rule to Special Needs Trusts in volatile markets. Learn to build resilient portfolios, document decisions, oversee advisors, and balance capital preservation with beneficiary needs.
When the Person with a Disability Has Money: Essentials of First-Party Planning
A practical overview of first-party planning, including conservatorships, spenddown strategies, ABLE accounts, and OBRA ’93 Special Needs Trusts to protect benefits after a settlement or inheritance.
Caregiving Under Contract: Legal, Fiduciary, and Payroll Strategies for Hiring In-Home Support
Learn how to hire and manage caregivers for SNT beneficiaries. Explore employment classification, wage laws, hiring models, contracts, and compliance strategies to reduce risk and protect the trust.
Planning That Holds: Holistic Estate Planning for Loved Ones with Special Needs
Go beyond checklists to build integrated special needs estate plans. Learn to identify planning gaps, coordinate benefits and fiduciaries, and create living plans that protect individuals with disabilities long term.
Case Studies in SNT Distributions: Housing, Vehicles & Other Real-World Challenges
A case-driven session on SNT distributions for fiduciaries. Analyze housing, vehicle, vacation, and high-cost requests while navigating SSI, Medi-Cal, tax rules, and the sole benefit standard with greater clarity and confidence.
Drafting Third-Party Special Needs Trusts: Structure, Strategy & Real-World Clarity
Master the fundamentals of third-party SNT drafting. Learn essential and optional provisions, avoid common pitfalls, and draft clearly to protect benefit eligibility and support long-term independence.
Fiduciary Under Fire: Risk Assessment, Avoidance, and Real-World Strategies in SNTs
A practical risk management course for fiduciaries managing SNTs. Learn how to reduce liability, document defensibly, handle high-conflict families, and navigate complex distribution decisions with confidence.
Fundamentals of Public Benefits for Persons with Disabilities - California
An overview of SSI, SSDI, CDB, Medi-Cal, Medicare, Section 8, Regional Center, and IHSS, plus key updates to asset tests and SSI rules, so you can plan confidently and stay compliant in a changing public benefits landscape.