Products
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Case Studies in SNT Distributions: Housing, Vehicles & Other Real-World Challenges
CourseA case-driven session on SNT distributions for fiduciaries. Analyze housing, vehicle, vacation, and high-cost requests while navigating SSI, Medi-Cal, tax rules, and the sole benefit standard with greater clarity and confidence.
$159
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Drafting Third-Party Special Needs Trusts: Structure, Strategy & Real-World Clarity
CourseMaster the fundamentals of third-party SNT drafting. Learn essential and optional provisions, avoid common pitfalls, and draft clearly to protect benefit eligibility and support long-term independence.
$159
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Fiduciary Under Fire: Risk Assessment, Avoidance, and Real-World Strategies in SNTs
CourseA practical risk management course for fiduciaries managing SNTs. Learn how to reduce liability, document defensibly, handle high-conflict families, and navigate complex distribution decisions with confidence.
$159
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Fundamentals of Public Benefits for Persons with Disabilities - California
CourseAn overview of SSI, SSDI, CDB, Medi-Cal, Medicare, Section 8, Regional Center, and IHSS, plus key updates to asset tests and SSI rules, so you can plan confidently and stay compliant in a changing public benefits landscape.
$250
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Ethical Communication in Special Needs Trust Practice: Rules 4.2 and 4.3
Course5.0 average rating (4 reviews)Learn how to navigate communication ethics in special needs planning and trust administration. This program covers California Rules 4.2 and 4.3, guiding attorneys and fiduciaries on ethical communication with clients, families, and agencies.
$95
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Ethical Landmines with Impaired Clients: Lessons from Herren and Spears
Course5.0 average rating (3 reviews)Recent high-profile cases, including Herren v. George S. and the conservatorship of Britney Spears, are reshaping how courts view an attorney’s duty when representing impaired or dependent clients. This ethics session explores new and emerging risks.
$95