Products
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Directed Trusts in California: Managing Fiduciary Duties and Liabilities
Course5.0 average rating (1 review)Learn how California’s Directed Trust framework reallocates fiduciary duties among trustees, trust directors, and co-trustees. Identify when to use each structure and how to manage liability, authority, and risk.
$95
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Trust Protectors in Special Needs Trusts: Oversight, Authority, and Best Practices
Course5.0 average rating (1 review)Learn how to use trust protectors in special needs trusts to provide oversight, manage risk, and maintain flexibility. Understand their authority, fiduciary status, and how to draft effective provisions.
$95
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Planning and Administering SNTs for Beneficiaries with Mental Illness
Course5.0 average rating (4 reviews)Learn how to plan and administer SNTs for beneficiaries with mental illness, including intake, treatment coordination, and risk management strategies.
$95
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Practical Guidance for Professionals: Funding and Testing Third-Party Special Needs Plans
CourseParents often worry, “Who will take over my role in caring for my child, and how can I trust they will do it well?” This course delves into the practical aspects of implementing a third-party special needs plan while parents are still alive.
$139
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Securing Lifelong Housing: Innovative Solutions for Individuals with Disabilities
Course5.0 average rating (1 review)Explore various housing options designed to meet the unique needs of individuals with disabilities, such as group homes, supported and independent living programs, and co-housing communities.
$119
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Fiduciary Tax Planning for Special Needs Trusts: Best Practices for Legal, Trustee, and Financial Professionals
CourseGain a comprehensive understanding of fiduciary income tax planning specifically tailored for first-party and third-party special needs trusts
$139