Products
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Navigating Financial Responsibilities: Home, Car, and Caregiving Payments through SNTs
CourseWith the combined expertise of our instructors, we will explore the financial responsibilities associated with home ownership, car expenses, and caregiving services through a Special Needs Trust (SNT).
$115
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Specialized Estate Planning for Persons with Disabilities: Protecting Their Legacy, Ensuring Their Care
CourseAs an estate planning attorney, it is crucial to understand the specific considerations and challenges faced by families with a special needs loved one. Join us for an in-depth course where we will explore the intricacies of special needs planning.
$115
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SNT Trustee Accounting Challenges
CourseFiduciary accountings provide a road map as to how a trust or estate was managed for the fiduciary, the beneficiaries, the lawyers, and the Court. Our instructors will discuss common red flags, ethical considerations, and more.
$115
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Balancing Growth & Success: Strategizing Your Great Practice and Great Life
CourseAs a professional, you possess excellent skills, but to foster continuous growth and success, you need to master business skills that drive your business forward. This workshop will empower you to plan and strategize your great life and practice.
$130
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Fundamentals of Public Benefits for Persons with Disabilities - California
CourseUnderstanding the fundamentals of public benefits is the first step for professionals to know how to properly plan for persons with disabilities and how to manage their personal and financial care during their lifetimes.
$130
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Juggling the Tools for Persons with Disabilities: Supported Decision-Making, Limited Conservatorships, and SNTs
CourseThis session delves into the unique planning landscape for individuals with special needs, focusing on three pivotal tools: Supported Decision-Making, Limited Conservatorships, and Special Needs Trusts (SNTs).
$89
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