Products
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Fundamentals of Public Benefits - California
CourseUnderstanding SSI, SSDI, Childhood Disabled Beneficiary Benefits, Medi-Cal, Medicare, and Section 8 is crucial for professionals involved in planning and managing the personal and financial care of persons with disabilities.
$120
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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.
$89
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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.
$95
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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.
$120
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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.
$120
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Recent Developments in Special Needs Planning
Course5.0 average rating (4 reviews)Dive into the ever-evolving landscape of case law, statutes, and policy changes that impact individuals with disabilities. Gain a comprehensive understanding of 2024 legal and regulatory updates, empowering you to craft effective and compliant plans.
$150