Products
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Advanced Fiduciary Tax Planning Strategies for Third-Party Special Needs Trusts
Course5.0 average rating (2 reviews)Designed for special needs attorneys, financial advisors, and trust administrators, this course delves into the intricacies of managing and optimizing tax considerations for trusts established to support individuals with special needs.
$119
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From Conflict to Collaboration: How Mediation Transforms Special Needs Trust Lawsuits
Course5.0 average rating (1 review)This immersive course offers attorneys and trustees a firsthand experience of the power of mediation. Through an engaging simulated exercise, you will gain insights into the advantages of mediation and develop skills for navigating conflicts.
$119
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Navigating Turbulent Waters: Best Fiduciary Practices for Investing During Challenging Times
Course5.0 average rating (1 review)Trustees will acquire a deep understanding of fiduciary investing, focusing on key principles such as risk management, asset allocation, portfolio diversification, and compliance with the Uniform Prudent Investor Act.
$119
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Identifying Tax Benefits for Persons with Special Needs
CourseAs the number of children diagnosed with autism, Asperger's syndrome, and other neurological disorders continues to skyrocket, professionals need to understand the deductions and credits available in assisting families.
$99
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ABLE Accounts Understanding Evaluating and Using Them
CourseABLE accounts are eight years old and have become a staple in special needs planning. Persons with disabilities use them, families still need to understand them, and SNT Trustees can maximize benefits by using them.
$85
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The Attorney Representing the Professional Fiduciary as SNT Trustee: Is this Complicated
CourseFiduciary duties are among the highest duties in law. Where the interests of vulnerable individuals are at stake, fiduciaries should be mindful of the sacred responsibility of care and competence.
$85