Products
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Securing Lifelong Housing: Innovative Solutions for Individuals with Disabilities
CourseExplore various housing options designed to meet the unique needs of individuals with disabilities, such as group homes, supported and independent living programs, and co-housing communities.
$95
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Fiduciary Tax Planning for Special Needs Trusts: Best Practices for Legal, Trustee, and Financial Professionals
CourseGain a comprehensive understanding of fiduciary income tax planning specifically tailored for first-party and third-party special needs trusts
$120
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Disputes About SNT Distributions: Preparing for Success in the Evidentiary Hearing
CourseThis dynamic course will equip fiduciaries and legal professionals with essential skills to handle conflicts effectively.
$120
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Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls
Course5.0 average rating (1 review)Learn about the complex interplay between retirement account rules and SNT requirements, including tax implications, distribution rules, and strategies for integrating retirement assets into the broader trust administration plan.
$150
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Establishing and Administering California OBRA 93 Special Needs Trusts
CourseAfter elimination of California’s Medi-Cal asset test, the OBRA 93 Trust is a new tool for preserving Medi-Cal and IHSS benefits without the need for a Medi-Cal payback provision, sole benefit requirement, or separate trustee.
$150
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Effective Representation of Fiduciaries for Special Needs Persons
CourseThis course is designed to equip attorneys with the essential knowledge and skills to effectively support fiduciaries, whether SNT Trustees, conservators/guardians, Agents, Representative Payees, or other related roles.
$120