Products
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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
CourseLearn 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
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Onboarding Success: Introducing Beneficiaries to Special Needs Trusts
CourseThis course will provide a guide to introducing beneficiaries to the trust, ensuring they understand their rights, responsibilities, and the benefits available to them.
$120
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Building a Special Needs and Estate Planning Client Maintenance Program
CourseThis course will provide a step-by-step guide to developing and implementing an effective maintenance program tailored to the unique needs of special needs clients.
$120