Products
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Elder and Dependent Adult Financial Abuse: Recognition, Reporting, and Response
CourseLearn 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.
$95
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Using YouTube for Attorneys and Fiduciaries: Client Education That Works
CourseLearn how attorneys and fiduciaries can use YouTube to educate clients, streamline consultations, and build credibility. This course explains how to choose topics, structure clear videos, and avoid ethical and confidentiality pitfalls.
$95
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Beyond the Basics: Advanced Strategies in Special Needs Trust Administration
CourseAdministering an SNT involves complex distributions, benefits reporting, investments, and tax oversight. This course teaches attorneys and fiduciaries how to manage high-risk decisions, comply with public benefit rules, and reduce fiduciary liability
$95
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Advanced Supplemental Security Income: Working While on SSI
CourseWorking does not automatically end SSI, but the rules are complex. This course explains earned income calculations, work incentives, and planning strategies that help attorneys and fiduciaries support employment while protecting SSI and Medicaid.
$95
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How to Draft Fee Petitions that Get Approved: Lessons from 25 Years in the Probate Trenches
CourseThis course teaches attorneys and fiduciaries how to prepare clear, defensible fee petitions that withstand judicial scrutiny and avoid common billing pitfalls.
$95
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Trust Decanting and Modification in California: Tools for Fixing Problem Special Needs Trusts
CourseMany trusts were not drafted to protect SSI or Medi-Cal eligibility. This course explains how California decanting and trust modification tools can repair outdated provisions, add special needs language, and reduce fiduciary risk.
$95