• Read more about HS 377 Financial Planning for Families Caring for Those with Special Needs

Delivered as a live webinar, this course combines self-study material with an interactive learning experience. Team-taught by experts in the field, the course covers issues for special needs individuals who are minors as well as those who are adults. Topics include unique federal income tax issues, the creation and administration of special needs trusts, the ABLE Account, SSI, Medicaid, and disability-related issues. The course incorporates case studies covering both the financial and unique aspects encountered in a special needs planning engagement. Successful completion of this course requires passing the final examination. For an additional tuition amount, professionals who purchase the package will have an opportunity to take the capstone course in a live classroom setting. 000271 ChSNC^® Single Course 3 1.00 Special Needs Planning Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0002711 AL AL AR AR AZ AZ CO CO CT CT DE DE GA GA HI IA IA ID ID IN IN KS KS MD MD MN MN MO MO MS MS MT MT NC NC NE NE NH NH NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TX TX UT UT VA VA VT VT WI WI WV WV WY WY MA WA IL ND 23G

• Read more about HS 376 Legal and Financial Issues for Special Needs Families

This course covers unique legal techniques and tools that apply to special needs planning. Of particular importance are third-party funded special needs trusts created as part of an estate plan, wills, powers-of-attorney, guardianships, ABLE accounts, and self-settled special needs trusts established under federal and state law. The applicable issues surrounding Social Security and Medicaid are covered. In addition, special income tax topics enable financial advisors to understand and identify tax deductions and/or credits that may be available to families with special needs children and adults. It addresses some unique aspects of the medical expense deduction, the child and dependent care credit, the adoption credit, and the dependency exemption rules define a dependent for families of individuals with special needs. The student will examine some potential alternative minimum tax traps that may affect some of these families. This course builds upon Introduction to Disability (HS 375) by providing the detailed legal and financial considerations crucial to the special needs environment. 000270 ChSNC^® Single Course 2 1.00 Special Needs Planning Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0002701 AL AL AR AR AZ AZ DE DE GA GA HI HI IA IA KS KS KY KY MD MD ME ME MI MI MN MN MO MO MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OR OR PA PA RI RI SC SC SD SD TN TN UT UT WV WV CA CO CT ID IN LA MA MS PR TX VA VT WI WY FL WA IL OH ND 10G

• Read more about HS 375 Introduction to Disability and Lifetime Planning

This course introduces students to the field of disability and provides an orientation to working with individuals with disabilities and their families. Coursework covers special education basics, relevant disability legislation, disability etiquette, collaboration with families, and lifetime planning. Topics addressed in HS375 include the various categories of disabilities (e.g., intellectual disabilities, autism spectrum disorders, and intellectual disabilities) as well as lifetime planning considerations, such as: employment, housing, state waivers, social security benefits, and more. Required course for the ChSNC designation program, this is an introductory course and can be used as an elective in other programs. This introductory course equips advisors with the foundational tools necessary to be successful in HS376 and HS377. 000269 ChSNC^® Single Course 1 1.00 Special Needs Planning Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0002691 AL AL AR AR AZ AZ CA CA CO CO DE DE GA GA HI HI IA IA IN IN KS KS LA LA MD MD ME ME MN MN MO MO NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PR PR RI RI SC SC SD SD TN TN TX UT UT WI WI WY WY MS VA FL IL ND 10G