Products
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Navigating Turbulent Waters: Best Fiduciary Practices for Investing During Challenging Times
Course5.0 average rating (1 review)Trustees will acquire a deep understanding of fiduciary investing, focusing on key principles such as risk management, asset allocation, portfolio diversification, and compliance with the Uniform Prudent Investor Act.
$120
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Drafting Considerations for Third-Party Special Needs Trusts: Empowering Personalized Solutions
CourseThird-Party SNTs offer substantial flexibility to cater to the diverse abilities and needs of individuals with special needs. We will identify essential elements while pinpointing provisions that may prove counterproductive.
$120
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Navigating Financial Responsibilities: Home, Car, and Caregiving Payments through SNTs
CourseWith the combined expertise of our instructors, we will explore the financial responsibilities associated with home ownership, car expenses, and caregiving services through a Special Needs Trust (SNT).
$120
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Specialized Estate Planning for Persons with Disabilities: Protecting Their Legacy, Ensuring Their Care
CourseAs an estate planning attorney, it is crucial to understand the specific considerations and challenges faced by families with a special needs loved one. Join us for an in-depth course where we will explore the intricacies of special needs planning.
$120
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Special Needs Trust (SNT) Trustee Accounting Challenges
CourseFiduciary accountings provide a road map as to how a trust or estate was managed for the fiduciary, the beneficiaries, the lawyers, and the Court. Our instructors will discuss common red flags, ethical considerations, and more.
$115
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Balancing Growth & Success: Strategizing Your Great Practice and Great Life
Course5.0 average rating (1 review)As a professional, you possess excellent skills, but to foster continuous growth and success, you need to master business skills that drive your business forward. This workshop will empower you to plan and strategize your great life and practice.
$130