Products
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Financial Planning for Persons with Special Needs
CourseFinancial planning for persons with disabilities can be complex. The traditional financial planner typically works with individuals who are gainfully employed and do not need to qualify for public benefits.
$49
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Financial Planning for Families with a Loved One with Special Needs
CourseFinancial planning can be complex, but when a family has a loved one with special needs it can be even more complicated. The special needs financial planner requires additional skills, knowledge, and empathy to advise families that include a loved
$49
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Complying with the SNT Trustee’s Reporting, Record Keeping, and Accounting Duties
CourseSpecial needs trust trustees often overlook the important duties of reporting, record-keeping, and accounting in their busy practices. However, neglecting these responsibilities can lead to serious consequences.
$99
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Creating Clear and Consistent Procedures for Making Proper SNT Distributions
CourseThe SNT administration process can be filled with friction for both the trustee and beneficiary. Clear procedures and well-communicated expectations help the trustee’s team and the beneficiary has a smooth and consistent experience.
$99
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Understanding Regional Center and In-Home Supportive Services (IHSS) Benefits
CourseLifetime caregiving costs for persons with disabilities can be astronomical. It is imperative that the planner knows how to stretch out all available resources for the person with a disability.
$99
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Introduction to California Trust Administration
Course5.0 average rating (10 reviews)The Fundamentals of California Trust Administration is divided into 13 one-hour webinar sessions taught by the best California attorneys and professionals to identify the important issues when administering a California trust.
$65