Products
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Trust Decanting and Modification in California: Tools for Fixing Problem Special Needs Trusts
CourseMany trusts were not drafted to protect SSI or Medi-Cal eligibility. This course explains how California decanting and trust modification tools can repair outdated provisions, add special needs language, and reduce fiduciary risk.
$95
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Small Numbers, Big Consequences: What Brokerage Statements Reveal About Fiduciary Risk
Course5.0 average rating (1 review)Learn how to read brokerage statements as fiduciary risk documents. This course helps attorneys and fiduciaries spot investment red flags, evaluate fee transparency, and ensure trust portfolios comply with the prudent investor rule.
$95
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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
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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
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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
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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