Products
-
Beyond the Basics: Advanced Strategies in Special Needs Trust Administration
CourseAdministering an SNT involves complex distributions, benefits reporting, investments, and tax oversight. This course teaches attorneys and fiduciaries how to manage high-risk decisions, comply with public benefit rules, and reduce fiduciary liability
$95
-
Small Numbers, Big Consequences: What Brokerage Statements Reveal About Fiduciary Risk
Course5.0 average rating (1 review)Learn how to read brokerage statements as fiduciary risk documents. This course helps attorneys and fiduciaries spot investment red flags, evaluate fee transparency, and ensure trust portfolios comply with the prudent investor rule.
$95
-
Case Studies in SNT Distributions: Housing, Vehicles & Other Real-World Challenges
CourseA case-driven session on SNT distributions for fiduciaries. Analyze housing, vehicle, vacation, and high-cost requests while navigating SSI, Medi-Cal, tax rules, and the sole benefit standard with greater clarity and confidence.
$159
-
Directed Trusts in California: Managing Fiduciary Duties and Liabilities
Course5.0 average rating (1 review)Learn how California’s Directed Trust framework reallocates fiduciary duties among trustees, trust directors, and co-trustees. Identify when to use each structure and how to manage liability, authority, and risk.
$95
-
Planning and Administering SNTs for Beneficiaries with Mental Illness
Course5.0 average rating (4 reviews)Learn how to plan and administer SNTs for beneficiaries with mental illness, including intake, treatment coordination, and risk management strategies.
$95
-
Practical Guidance for Professionals: Funding and Testing Third-Party Special Needs Plans
CourseParents often worry, “Who will take over my role in caring for my child, and how can I trust they will do it well?” This course delves into the practical aspects of implementing a third-party special needs plan while parents are still alive.
$139