Products
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Public Benefits on the Brink: What’s Changing in Washington and Sacramento
CourseExplore proposed federal and California budget changes affecting Social Security, Medi-Cal, Medicare, IHSS, and more. Learn how legislative shifts may impact eligibility and long-term public benefits planning.
$159
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CARE Court in Context: A New Option for Families Facing Severe Mental Illness
CourseUnderstand California’s CARE Court framework, including eligibility, process, and how it differs from conservatorships. Learn how to advise families of individuals with severe mental illness realistically and effectively.
$129
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Investing for the Future: Prudent SNT Strategies in Uncertain Times
CourseApply the Prudent Investor Rule to Special Needs Trusts in volatile markets. Learn to build resilient portfolios, document decisions, oversee advisors, and balance capital preservation with beneficiary needs.
$129
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When the Person with a Disability Has Money: Essentials of First-Party Planning
CourseA practical overview of first-party planning, including conservatorships, spenddown strategies, ABLE accounts, and OBRA ’93 Special Needs Trusts to protect benefits after a settlement or inheritance.
$159
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Caregiving Under Contract: Legal, Fiduciary, and Payroll Strategies for Hiring In-Home Support
CourseLearn how to hire and manage caregivers for SNT beneficiaries. Explore employment classification, wage laws, hiring models, contracts, and compliance strategies to reduce risk and protect the trust.
$159
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Planning That Holds: Holistic Estate Planning for Loved Ones with Special Needs
CourseGo beyond checklists to build integrated special needs estate plans. Learn to identify planning gaps, coordinate benefits and fiduciaries, and create living plans that protect individuals with disabilities long term.
$159