Products
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Disputes About SNT Distributions: Preparing for Success in the Evidentiary Hearing
CourseThis dynamic course will equip fiduciaries and legal professionals with essential skills to handle conflicts effectively.
$139
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Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls
Course5.0 average rating (1 review)Learn 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.
$159
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Effective Representation of Fiduciaries for Special Needs Persons
CourseThis course is designed to equip attorneys with the essential knowledge and skills to effectively support fiduciaries, whether SNT Trustees, conservators/guardians, Agents, Representative Payees, or other related roles.
$139
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Onboarding Success: Introducing Beneficiaries to Special Needs Trusts
CourseThis course will provide a guide to introducing beneficiaries to the trust, ensuring they understand their rights, responsibilities, and the benefits available to them.
$139
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Estate Planning for Persons with Special Needs
Course4.0 average rating (1 review)An in-depth course tailored for legal professionals, where we will explore the intricacies of estate planning in this unique context.
$139
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Everything You Need to Know about IHSS and Regional Center Services
Course5.0 average rating (1 review)Gain a thorough understanding of IHSS eligibility, services, and application processes, along with insights into the role and offerings of Regional Centers.
$139