CA Specific

Trusts, Estates & Probate

Special Needs Planning in California: Attorneys' Definitive Guide

Credits Available
Credit Status Total
California CLE Approved 3 Total
OnDemand
2 hours 50 minutes
Jeffrey Nickerson
Kristen Stratton
With Jeffrey C. Nickerson from Nickerson Law Firm + 1 other
Recorded March 30, 2026.
Product ID 101481

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Overview

How to Preserve Benefits and Improve Quality of Life

California attorneys who plan for individuals with disabilities face complex benefits programs eligibility criteria, diverse (sometimes counterproductive) planning tools, California's unique support systems, and tough client capacity questions. This course provides a thorough understanding of the unique aspects of special needs planning under California law, focusing on trusts, government benefits, and decision-making tools. Cut through the noise to create cohesive, flexible plans - register today!

  • Draft and manage various types of SNTs, ensuring financial security for individuals with disabilities.
  • Navigate the complex landscape of California benefit programs eligibility.
  • Use critical legal tools to establish robust decision-making frameworks and financial strategies for clients.
  • Explore special education and regional center matters, including the recent self-determination program.

Abbreviated Agenda

  1. Special Needs Trusts (SNT) Drafting and Administration (With Sample Trust Language)
  2. Qualifying for and Preserving California Government Benefits
  3. Limited Conservatorships vs. Financial Powers of Attorney
  4. ABLE Accounts and Other Financial Planning Tools
  5. Special Education and Regional Center Matters
Product ID 101481

Credit Details

Credits Available
Credit Status Total
California CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Special Needs Trusts (SNT) Drafting and Administration (With Sample Trust Language)

  2. Qualifying for and Preserving California Government Benefits

  3. Limited Conservatorships vs. Financial Powers of Attorney

  4. ABLE Accounts and Other Financial Planning Tools

  5. Special Education and Regional Center Matters

Who Should Attend

This intermediate level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Fiduciaries
  • Trustees
  • Financial Planners
  • Disability Advocates
  • Disability Case Representatives
  • Paralegals

Speakers

Jeffrey C Nickerson
Jeffrey C.
Nickerson
Nickerson Law Firm
Kristen E Stratton
Kristen E.
Stratton
StrattonWorks Co.
Speaker bio
Jeffrey C Nickerson

Jeffrey C. Nickerson

Nickerson Law Firm
Jeffrey Nickerson

is an attorney at his firm, Nickerson Law Firm. He focuses his practice on estate planning, special needs planning, trust administration, limited conservatorship, and probate. Mr. Nickerson earned his B.S. and M.B.A. degrees from Cal State University Long Beach and his J.D. degree from Thomas Jefferson School of Law. He is an active member of the Riverside County Bar - Estate Planning Section, Southwest Riverside County Bar Association, Temecula Estate Planning Group, Wealth Counsel and Academy of Special Needs Planners. Mr. Nickerson is admitted to practice law in California. 

Speaker bio
Kristen E Stratton

Kristen E. Stratton

StrattonWorks Co.
Kristen Stratton

has dedicated the past two decades of her professional and personal life to advocacy work, first in her role as a consumer advocate for maternal healthcare and then as a special education advocate at StrattonWorks Co. As a public speaker, she most frequently presents on topics such as special education, communication rights of disabled children, parenting children with disabilities, advocating for compliance and civil rights in the public school system, and informed consent rights of children with disabilities in healthcare. Ms. Stratton attended undergraduate school at California State University, Long Beach where she earned her B.A. degree in political science with a concentration in political theory and a minor in sociology. She earned her J.D. degree in American Legal Studies from Liberty University School of Law. Ms. Stratton completed the Special Education Law and Advocacy Certificate program at the University of San Diego School of Law. As a volunteer, she serves on the Deaf Steering Committee for the California Department of Developmental Services. Ms. Sratton also serves on the Executive Board of California Hands and Voices as the Director of Deaf Plus Education and Support Services. She is a member of a strategic workgroup tasked with updating the "Deaf Education Guidelines" for the State of California, an initiative led by the Director of State Special Schools. 

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