Products
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Effective Representation of Fiduciaries for Special Needs Persons
CourseThis course is designed to equip attorneys with the essential knowledge and skills to effectively support fiduciaries, whether SNT Trustees, conservators/guardians, Agents, Representative Payees, or other related roles.
$139
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Onboarding Success: Introducing Beneficiaries to Special Needs Trusts
CourseThis course will provide a guide to introducing beneficiaries to the trust, ensuring they understand their rights, responsibilities, and the benefits available to them.
$139
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Building a Special Needs and Estate Planning Client Maintenance Program
CourseThis course will provide a step-by-step guide to developing and implementing an effective maintenance program tailored to the unique needs of special needs clients.
$139
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Ensuring Compliance: SNT Distributions under McGee Case and the SSA’s POMS
CourseCompliance with McGee and POMS rules is crucial for making and documenting special needs trust (SNT) distributions. This course will provide a comprehensive overview of the legal requirements and best practices for adhering to these guidelines.
$139
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Estate Planning for Persons with Special Needs
Course4.0 average rating (1 review)An in-depth course tailored for legal professionals, where we will explore the intricacies of estate planning in this unique context.
$139
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Everything You Need to Know about IHSS and Regional Center Services
CourseGain a thorough understanding of IHSS eligibility, services, and application processes, along with insights into the role and offerings of Regional Centers.
$139