Products
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Properly Drafting a SECURE Special Needs Trust to Hold Retirement Assets
CoursePersons with disabilities commonly need the services of professional advocates throughout their life. This occurs for a number of reasons including losing access to housing, improper education, losing public benefits, or other civil rights violations
$119
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Disability Advocacy and Current Issues
CoursePersons with disabilities commonly need the services of professional advocates throughout their life. This occurs for a number of reasons including losing access to housing, improper education, losing public benefits, or other civil rights violations
$99
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Case Studies: Planning Strategies for Families with Loved One with Special Needs
CoursePlanners may know the basic tools for special needs planning, but there may be different solutions and different uses for those tools in different planning scenarios.
$99
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Complying with the SNT Trustee’s Reporting, Record Keeping, and Accounting Duties
CourseSpecial needs trust trustees often overlook the important duties of reporting, record-keeping, and accounting in their busy practices. However, neglecting these responsibilities can lead to serious consequences.
$99
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Reviewing All the Special Needs Planning Tools Available for Persons with Disabilities
CourseSpecial needs planners know that when a client with special needs comes to the office, there are a host of issues that need to be addressed. Issues concerning capacity, asset management, disability, public benefits, housing, caregiving, and transport
$99
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Creating Clear and Consistent Procedures for Making Proper SNT Distributions
CourseThe SNT administration process can be filled with friction for both the trustee and beneficiary. Clear procedures and well-communicated expectations help the trustee’s team and the beneficiary has a smooth and consistent experience.
$99