Products
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Financial Planning for Families with a Loved One with Special Needs
CourseFinancial planning can be complex, but when a family has a loved one with special needs it can be even more complicated. The special needs financial planner requires additional skills, knowledge, and empathy to advise families that include a loved
$99
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Properly Drafting a SECURE Special Needs Trust to Hold Retirement Assets
CoursePersons with disabilities commonly need the services of professional advocates throughout their life. This occurs for a number of reasons including losing access to housing, improper education, losing public benefits, or other civil rights violations
$119
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Disability Advocacy and Current Issues
CoursePersons with disabilities commonly need the services of professional advocates throughout their life. This occurs for a number of reasons including losing access to housing, improper education, losing public benefits, or other civil rights violations
$99
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Case Studies: Planning Strategies for Families with Loved One with Special Needs
CoursePlanners may know the basic tools for special needs planning, but there may be different solutions and different uses for those tools in different planning scenarios.
$99
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Reviewing All the Special Needs Planning Tools Available for Persons with Disabilities
CourseSpecial needs planners know that when a client with special needs comes to the office, there are a host of issues that need to be addressed. Issues concerning capacity, asset management, disability, public benefits, housing, caregiving, and transport
$99
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Drafting Workshop for Effective Third-Party Special Needs Trust Provisions
CourseThis program provides the drafting attorney with excellent fundamental coverage of the provisions that are included in third-party special needs trust drafting. Yet, these provisions while excellent...
$89