Products
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Great Lakes Special Needs Planning Symposium
BundleLearn from the nation’s leading experts in special needs administration and planning, drafting, public benefits, trust investment, health care coverage, enhancing the quality of life for persons with disabilities, planning for retirement, and more.
$599
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Maximizing Social Security Benefits and Advocating for your Client
CourseIdentify key strategies to maximize Social Security benefits, including reducing ISM penalties, analyzing parental deeming for a child's financial eligibility, leveraging the often missed CDB benefit, responding to SSA requests, and more.
$75
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SNT Taxation and Implication of Corporate Transparency Act to Special Needs Planners
CourseExplore the specific tax implications of special needs planning, including the taxation of trust income, the tax treatment of expenses related to special needs trusts, and the implications of the Corporate Transparency Act (CTA) in your practice.
$75
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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