Products
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Case Studies: Planning Strategies for Families with Loved One with Special Needs
Course5.0 average rating (1 review)Planners 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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Complying with the SNT Trustee’s Reporting, Record Keeping, and Accounting Duties
CourseSpecial needs trust trustees often overlook the important duties of reporting, record-keeping, and accounting in their busy practices. However, neglecting these responsibilities can lead to serious consequences.
$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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Creating Clear and Consistent Procedures for Making Proper SNT Distributions
CourseThe SNT administration process can be filled with friction for both the trustee and beneficiary. Clear procedures and well-communicated expectations help the trustee’s team and the beneficiary has a smooth and consistent experience.
$99
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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.
$99
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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.
$79