Products
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Holistic Special Needs Planning
CourseA review of holistic planning for all fiduciaries and planners, including available services, structured settlements, legal planning, trust longevity, and how these facets interact to build a beneficiary-first system for distribution planning.
$75
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Fundamentals of Public Benefits for Persons with Disabilities
CourseA comprehensive review of the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medicaid, Medicare, and Community Living Support (CLS).
$75
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Identifying Tax Benefits for Persons with Special Needs
CourseAs the number of children diagnosed with autism, Asperger's syndrome, and other neurological disorders continues to skyrocket, professionals need to understand the deductions and credits available in assisting families.
$119
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ABLE Accounts Understanding Evaluating and Using Them
CourseABLE accounts are eight years old and have become a staple in special needs planning. Persons with disabilities use them, families still need to understand them, and SNT Trustees can maximize benefits by using them.
$119
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Probate Court Hearing: Petition to Modify Disqualifying SNT & Order to Show Cause Concerning SNT Trustee Surcharge
CourseOftentimes, the best way to learn is to watch it live. Join our two intrepid attorneys as they argue two petitions before an experienced California Probate Judge.
$109
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Financial Planning for Persons with Special Needs
CourseFinancial planning for persons with disabilities can be complex. The traditional financial planner typically works with individuals who are gainfully employed and do not need to qualify for public benefits.
$99