Products
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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.
$120
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Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls
CourseLearn 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.
$150
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Establishing and Administering California OBRA 93 Special Needs Trusts
CourseAfter elimination of California’s Medi-Cal asset test, the OBRA 93 Trust is a new tool for preserving Medi-Cal and IHSS benefits without the need for a Medi-Cal payback provision, sole benefit requirement, or separate trustee.
$150
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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.
$120
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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.
$120
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Everything You Need to Know about IHSS and Regional Center Services
CourseGain a thorough understanding of IHSS eligibility, services, and application processes, along with insights into the role and offerings of Regional Centers.
$120