Products
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Juggling the Tools for Persons with Disabilities: Supported Decision-Making, Limited Conservatorships, and SNTs
Course4.2 average rating (5 reviews)This course delves into the unique planning landscape for individuals with special needs, focusing on three pivotal tools: Supported Decision-Making, Limited Conservatorships, and Special Needs Trusts (SNTs).
$89
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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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Strategic Choices in Medi-Cal Planning: Why OBRA 93 Trusts May Be Superior to SNTs
Course5.0 average rating (8 reviews)The elimination of Medi-Cal’s asset test has fundamentally changed special needs planning. OBRA 93 trusts, trusts that would have been unsuitable before the change in the asset test, will now be the standard going forward.
$89
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The McGee Case: SNT Trustee's Best Friend or Worst Nightmare?
Course5.0 average rating (15 reviews)The landmark McGee decision sets the standard for SNT trustees in the proper administration of SNTs. This session equips trustees with an authoritative grasp of the post-McGee legal terrain.
$89
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Cracking the Judicial Code: Enhancing Attorney and Fiduciary Communications
Course4.5 average rating (4 reviews)Discover the key factors influencing judicial rulings and learn techniques for crafting persuasive arguments, structuring written submissions, and delivering compelling oral presentations that resonate with judges.
$115
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Judicial Perspectives Unveiled: Practical Insights on SNT Attorney and Trustee Fee Requests
Course5.0 average rating (3 reviews)Learn best practices for presenting fee requests, including strategies for effectively justifying the requested fees based on factors such as complexity, time spent, case outcomes, and fiduciary duties.
$95