Products
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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
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Everything You Need to Know about IHSS and Regional Center Services
Course5.0 average rating (1 review)Gain a thorough understanding of IHSS eligibility, services, and application processes, along with insights into the role and offerings of Regional Centers.
$139
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Unpacking the New California Uniform Fiduciary Income and Principal Act
Course5.0 average rating (5 reviews)Starting January 1, 2024, the Uniform Fiduciary Income and Principal Act (UFIPA) revolutionizes trust administration, embedding modern portfolio theory into the fabric of fiduciary duties and asset management.
$85
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Judicial Perspectives Unveiled: Practical Insights on SNT Attorney and Trustee Fee Requests
Course5.0 average rating (3 reviews)Learn best practices for presenting fee requests, including strategies for effectively justifying the requested fees based on factors such as complexity, time spent, case outcomes, and fiduciary duties.
$99