Products
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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
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Understanding Regional Center and In-Home Supportive Services (IHSS) Benefits
CourseLifetime caregiving costs for persons with disabilities can be astronomical. It is imperative that the planner knows how to stretch out all available resources for the person with a disability.
$89
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SECURE Act: Retirement Planning for Persons with Disabilities
CourseDeborah Tedford is an expert on taxation and is currently working on comments to IRS proposed regulations to implement the Secure Act.
$75
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Managing High Conflict People
CourseBill Eddy, LCSW, Esq. developed the high conflict personality theory to explain the driving forces behind people who present the most challenging behaviors.
$75