Products
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Identifying Tax Benefits for Persons with Special Needs
CourseAs 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.
$119
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ABLE Accounts Understanding Evaluating and Using Them
CourseABLE 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.
$119
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The Attorney Representing the Professional Fiduciary as SNT Trustee: Is this Complicated
CourseFiduciary 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.
$119
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Probate Court Hearing: Petition to Modify Disqualifying SNT & Order to Show Cause Concerning SNT Trustee Surcharge
CourseOftentimes, 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.
$109
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Financial Planning for Persons with Special Needs
CourseFinancial 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.
$99
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Financial Planning for Families with a Loved One with Special Needs
CourseFinancial 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
$99