Products
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SNT Taxation and Implication of Corporate Transparency Act to Special Needs Planners
CourseExplore the specific tax implications of special needs planning, including the taxation of trust income, the tax treatment of expenses related to special needs trusts, and the implications of the Corporate Transparency Act (CTA) in your practice.
$75
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Section 8 and SNTs: Everything Changes on January 1, 2024
Course5.0 average rating (1 review)In 2024, applicants and residents of Section 8 benefits will experience dramatic changes to how their income and assets count towards eligibility and rent. Learn what is in store, what (if anything) planners can do, and what advice you can offer.
$75
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SSA Updates and the New D-SNP Insurance Benefits
CourseExplore the massive SSA Program Operations Manual (POMS), a vital resource with 53,000 pages of answers for our clients, and discuss the D-SNP Medicare Advantage plan, a comprehensive healthcare plan for those eligible for both Medicare and Medicaid.
$75
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Understanding How and When to Use a Pooled Trust
CourseThis program provides a broad overview of the considerations when working with litigation counsel, the tools available, and how to combine them to create the best result for your client that meets their goals.
$75
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Needs-Based Financial Analysis: How Long will the Money Last?
CourseThis program will provide the tools to prepare a depletion analysis, including the factors that must be considered such as calculating lifetime income from public benefits, estimating annual costs, and adjusting for market inflation and fluctuations.
$75
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Creating a Life Plan for a Loved One with Disabilities
CourseThis program will cover a host of commonly applied situations and scenarios in which the SNT Trustee will have to decide if paying for food, shelter, vacations, or other common special needs disbursements requests.
$75