Products
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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
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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
$139
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Disputes About SNT Distributions: Preparing for Success in the Evidentiary Hearing
CourseThis dynamic course will equip fiduciaries and legal professionals with essential skills to handle conflicts effectively.
$139
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Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls
Course5.0 average rating (1 review)Learn about the complex interplay between retirement account rules and SNT requirements, including tax implications, distribution rules, and strategies for integrating retirement assets into the broader trust administration plan.
$159
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Onboarding Success: Introducing Beneficiaries to Special Needs Trusts
CourseThis course will provide a guide to introducing beneficiaries to the trust, ensuring they understand their rights, responsibilities, and the benefits available to them.
$139
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Ensuring Compliance: SNT Distributions under McGee Case and the SSA’s POMS
CourseCompliance with McGee and POMS rules is crucial for making and documenting special needs trust (SNT) distributions. This course will provide a comprehensive overview of the legal requirements and best practices for adhering to these guidelines.
$139