Products
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Needs-Based Financial Analysis: How Long will the Money Last?
CourseThis program will provide the tools to prepare a depletion analysis, including the factors that must be considered such as calculating lifetime income from public benefits, estimating annual costs, and adjusting for market inflation and fluctuations.
$75
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Holistic Special Needs Planning
CourseA review of holistic planning for all fiduciaries and planners, including available services, structured settlements, legal planning, trust longevity, and how these facets interact to build a beneficiary-first system for distribution planning.
$75
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Fundamentals of Public Benefits for Persons with Disabilities
CourseA comprehensive review of the fundamentals of Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Childhood Disabled Beneficiary Benefits (CDB), Medicaid, Medicare, and Community Living Support (CLS).
$75
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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.
$119
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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.
$119
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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.
$119