Products
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Directed Trusts in California: Managing Fiduciary Duties and Liabilities
CourseCalifornia’s new Directed Trust Statute allows for the segmentation of fiduciary duties and liabilities. This webinar explores how directed trustees, trust directors, and co-trustees can group responsibilities to align with a settlor’s objectives.
$95
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Planning and Administering SNTs for Beneficiaries with Mental Illness
CourseWe will explore key considerations in SNT administration, collaboration with attorneys, and the role of Psychiatric Advance Health Care Directives in long-term care planning.
$95
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Ask the Experts: Answering the Unanswered Questions
CourseTop experts in the field of special needs planning come together to tackle the toughest and most perplexing questions left from the Symposium.
$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.
$120
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Securing Lifelong Housing: Innovative Solutions for Individuals with Disabilities
CourseExplore 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.
$95
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Fiduciary Tax Planning for Special Needs Trusts: Best Practices for Legal, Trustee, and Financial Professionals
CourseGain a comprehensive understanding of fiduciary income tax planning specifically tailored for first-party and third-party special needs trusts
$120