SNT Trust Advisory Committees & Trust Protectors: Drafting Tips and Best Practices

Managing Expectations: Handling Housing, Caregiving, Transportation, and Issues for Persons with Disabilities

Managing expectation for Handling Housing, Caregiving, Transportation, and other Difficult Special Needs Issues for Persons with Disabilities. Presented with Ann Koerner of National Care Advisors.

Ethics of Representing Clients with Diminished Capacity

This course explores the issues that arise when a client has diminished capacity and discusses the difficulties that may occur in properly identifying the client and the professionals responsibility to act competently.

Establishing a Limited Conservatorship for Developmentally Disabled Persons

Persons with disabilities who do not have capacity will may require a Conservatorship in order to have someone with legal authority to make decisions on their behalf. We will cover how to establish & maintain and the limitations of a Conservatorship.

Are They Prepared? Crisis Planning for Special Needs Families and the Role of the Advisor

What is the reasonable responsibility of a fiduciary, SNT Trustee, special needs attorney and financial planner when facing these common challenges for their clients and to ensure that this conversation is documented?