Products
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Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls
CourseLearn 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.
$150
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Building a Special Needs and Estate Planning Client Maintenance Program
CourseThis 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.
$120
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Estate Planning for Persons with Special Needs
CourseAn in-depth course tailored for legal professionals, where we will explore the intricacies of estate planning in this unique context.
$120
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Keeping Your Sanity: Effective Client Vetting for Conservatorships, Trusts, and Special Needs Trusts
Course4.8 average rating (4 reviews)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.
$89
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Never Too Early to Plan Ahead: How People Can Pay Less Death Taxes
Course5.0 average rating (2 reviews)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.
$89
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Introduction to California Trust Administration
Course5.0 average rating (7 reviews)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.
$89