Products
-
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
-
Needs-Based Financial Analysis: How Long will the Money Last?
Course5.0 average rating (1 review)This 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
-
Creating a Life Plan for a Loved One with Disabilities
CourseThis program will cover a host of commonly applied situations and scenarios in which the SNT Trustee will have to decide if paying for food, shelter, vacations, or other common special needs disbursements requests.
$75
-
.png)
Holistic Special Needs Planning
Course5.0 average rating (1 review)A 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
-
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
-
.png)
Unique Ethical Issues that Arise Between Attorney and Trustee
Course4.8 average rating (10 reviews)During this session, we will explore the nuances and intricacies of the attorney-trustee relationship, addressing specific ethical dilemmas that can arise.
$85