Products
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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.
$120
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Navigating Financial Responsibilities: Home, Car, and Caregiving Payments through SNTs
CourseWith the combined expertise of our instructors, we will explore the financial responsibilities associated with home ownership, car expenses, and caregiving services through a Special Needs Trust (SNT).
$120
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Special Needs Trust (SNT) Trustee Accounting Challenges
CourseFiduciary accountings provide a road map as to how a trust or estate was managed for the fiduciary, the beneficiaries, the lawyers, and the Court. Our instructors will discuss common red flags, ethical considerations, and more.
$115
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Section 8 and SNTs: Everything Changes on January 1, 2024
Course5.0 average rating (1 review)In 2024, applicants and residents of Section 8 benefits will experience dramatic changes to how their income and assets count towards eligibility and rent. Learn what is in store, what (if anything) planners can do, and what advice you can offer.
$75
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SSA Updates and the New D-SNP Insurance Benefits
CourseExplore the massive SSA Program Operations Manual (POMS), a vital resource with 53,000 pages of answers for our clients, and discuss the D-SNP Medicare Advantage plan, a comprehensive healthcare plan for those eligible for both Medicare and Medicaid.
$75
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Understanding How and When to Use a Pooled Trust
CourseThis program provides a broad overview of the considerations when working with litigation counsel, the tools available, and how to combine them to create the best result for your client that meets their goals.
$75