Products
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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
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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