Products
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Drafting Considerations for Third-Party Special Needs Trusts: Empowering Personalized Solutions
CourseThird-Party SNTs offer substantial flexibility to cater to the diverse abilities and needs of individuals with special needs. We will identify essential elements while pinpointing provisions that may prove counterproductive.
$120
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Specialized Estate Planning for Persons with Disabilities: Protecting Their Legacy, Ensuring Their Care
CourseAs an estate planning attorney, it is crucial to understand the specific considerations and challenges faced by families with a special needs loved one. Join us for an in-depth course where we will explore the intricacies of special needs planning.
$120
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Maximizing Social Security Benefits and Advocating for your Client
CourseIdentify key strategies to maximize Social Security benefits, including reducing ISM penalties, analyzing parental deeming for a child's financial eligibility, leveraging the often missed CDB benefit, responding to SSA requests, and more.
$75
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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