Products
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Investing for the Future: Prudent SNT Strategies in Uncertain Times
CourseApply the Prudent Investor Rule to Special Needs Trusts in volatile markets. Learn to build resilient portfolios, document decisions, oversee advisors, and balance capital preservation with beneficiary needs.
$129
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When the Person with a Disability Has Money: Essentials of First-Party Planning
CourseA practical overview of first-party planning, including conservatorships, spenddown strategies, ABLE accounts, and OBRA ’93 Special Needs Trusts to protect benefits after a settlement or inheritance.
$159
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Caregiving Under Contract: Legal, Fiduciary, and Payroll Strategies for Hiring In-Home Support
CourseLearn how to hire and manage caregivers for SNT beneficiaries. Explore employment classification, wage laws, hiring models, contracts, and compliance strategies to reduce risk and protect the trust.
$159
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Planning That Holds: Holistic Estate Planning for Loved Ones with Special Needs
CourseGo beyond checklists to build integrated special needs estate plans. Learn to identify planning gaps, coordinate benefits and fiduciaries, and create living plans that protect individuals with disabilities long term.
$159
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Case Studies in SNT Distributions: Housing, Vehicles & Other Real-World Challenges
CourseA case-driven session on SNT distributions for fiduciaries. Analyze housing, vehicle, vacation, and high-cost requests while navigating SSI, Medi-Cal, tax rules, and the sole benefit standard with greater clarity and confidence.
$159
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Drafting Third-Party Special Needs Trusts: Structure, Strategy & Real-World Clarity
CourseMaster the fundamentals of third-party SNT drafting. Learn essential and optional provisions, avoid common pitfalls, and draft clearly to protect benefit eligibility and support long-term independence.
$159