Products
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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
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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
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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
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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
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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
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Securing Lifelong Housing: Innovative Solutions for Individuals with Disabilities
Course5.0 average rating (1 review)Explore various housing options designed to meet the unique needs of individuals with disabilities, such as group homes, supported and independent living programs, and co-housing communities.
$119