Products
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Ethics of Representing Clients with Diminished Capacity
Course5.0 average rating (1 review)This course explores the issues that arise when a client has diminished capacity and discusses the difficulties that may occur in properly identifying the client and the professionals responsibility to act competently.
$119
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Establishing a Limited Conservatorship for Developmentally Disabled Persons
CoursePersons with disabilities who do not have capacity will may require a Conservatorship in order to have someone with legal authority to make decisions on their behalf. We will cover how to establish & maintain and the limitations of a Conservatorship.
$119
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Are They Prepared? Crisis Planning for Special Needs Families and the Role of the Advisor
CourseWhat is the reasonable responsibility of a fiduciary, SNT Trustee, special needs attorney and financial planner when facing these common challenges for their clients and to ensure that this conversation is documented?
$119
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What to Expect: Mock Court Hearing on SNT Establishment, Accounting, and Reporting
CourseObserve several mock hearings that cover several SNT accounts and reports in which the Honorable Mary House examines certain parts of the SNT accounting. Learn first hand what courts are looking at first.
$119
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How to Start Special Needs Planning and Administration
Course5.0 average rating (1 review)Join our panel as they discuss the steps (and missteps) taken to master this difficult but rewarding field of practice. Even experienced attendees will walk away with practical and usable advice, checklists, flow charts, services and more.
$119