Products
-
Special Needs Planning Symposium: Pre-Sessions
BundleNine foundational sessions covering public benefits, SNT drafting, fiduciary duties, distributions, caregiving, first-party planning, investing, and CARE Court for special needs planning.
$1,169
-
Special Needs Planning Symposium: General Sessions
BundleNine sessions covering public benefits changes, pooled trusts, ABLE accounts, AI, housing rules, conservatorships, and planning challenges. Learn how these issues intersect in special needs practice.
$1,169
-
I’ll Take Attorney Mistakes for $500: A Decade of SNT Lessons in Jeopardy Format
CourseA fast-paced, Jeopardy-style review of special needs planning pitfalls. Learn from real fiduciary mistakes, drafting errors, and court-triggering accounting issues, while strengthening your risk awareness.
$159
-
Section 8 Shake-Up: New Housing Rules Every SNT Attorney and Fiduciary Needs to Know
CourseUnderstand how HOTMA changes to Section 8 income and asset rules impact Special Needs Trusts. Learn practical strategies to protect housing eligibility and reduce fiduciary risk.
$189
-
Life Transitions in the Real World: Bridging Advocacy, Benefits & Planning for Families Across the Wealth Spectrum
CourseBridge the gap between planning and real life. Explore key disability transitions, benefits access, successor support, and strategies to create sustainable, dignified life plans for families.
$159
-
AI and Special Needs Planning: What Attorneys and Fiduciaries Must Know Now
CourseExplore how AI is reshaping estate and special needs planning. Learn practical strategies for ethical adoption, client confidentiality, internal policies, and compliance in a rapidly evolving legal tech landscape.
$159