Life Transitions in the Real World: Bridging Advocacy, Benefits & Planning for Families Across the Wealth Spectrum

Bridge the gap between planning and real life. Explore key disability transitions, benefits access, successor support, and strategies to create sustainable, dignified life plans for families.

AI and Special Needs Planning: What Attorneys and Fiduciaries Must Know Now

Explore how AI is reshaping estate and special needs planning. Learn practical strategies for ethical adoption, client confidentiality, internal policies, and compliance in a rapidly evolving legal tech landscape.

Integrating ABLE Accounts: What Attorneys and Fiduciaries Need to Know Now

Explore updated ABLE account strategies, benefit interactions, and tax considerations. Learn how to integrate ABLE accounts into disability planning to enhance flexibility and protect eligibility.

Scenes from the Courtroom: Vignettes in Limited Conservatorship Practice

Analyze real-world limited conservatorship vignettes addressing contested powers, objections, and less restrictive alternatives. Gain practical strategies for petitioners, counsel, and fiduciaries.

Family Law Meets Disability Planning: Critical Crossroads for Attorneys and Fiduciaries

Explore how family law decisions impact clients with disabilities. Learn about capacity, asset division, support orders, and protecting public benefits in divorce and family court proceedings.

Pooled Special Needs Trusts in Practice: Evaluating Programs and Protecting Beneficiaries