Products
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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
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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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Unique Ethical Issues that Arise Between Attorney and Trustee
Course4.9 average rating (9 reviews)During this session, we will explore the nuances and intricacies of the attorney-trustee relationship, addressing specific ethical dilemmas that can arise.
$85
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Counseling Clients with Mental Illness - Duties, Pitfalls, and Ethics
Course4.9 average rating (7 reviews)As professionals serve as advisors, advocates, negotiators, and evaluators, this session will delve into the nuanced ethical responsibilities of counseling clients with mental health issues.
$85
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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