Legal and Financial Issues for Special Needs Families
The Burnham System
HS 376
PDF & MP3
Basic Study Material

The Burnham System is written and frequently revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, REBC, RHU, ASF, LIA, CASL, and ChFC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, and AIAF; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

Copyright © 2020 The Burnham System

HS 376
Digital & Audio Book

Legal and Financial Issues for Special Needs Families Study Guide

The Burnham System is the gold standard for HS 376 study guide materials. Using our guide you will learn everything needed to pass the HS 376 Exam in the shortest time possible. Simply, you will learn more faster.


Included for FREE with your purchase of this Digital (PDF) Study Guide:

  • HS 376 Audio Study Guide Narrations, in MP3 file format, expertly narrated by Lisa Tobey
  • Definitions of each assignment's key words and other new terms


PDF Notice: PDF files are not printable. They are digitally annotatable.


Current Text Edition: 7th

Current Course Guide Edition: 1st


Ray's estimate of course difficulty (1, easiest and 10, hardest): 6


Number of study guide pages: 64

Covered within this study guide:

  • Data Gathering
  • Organization
  • Communication
  • Planning the Client’s Estate
  • Basic Income Tax Planning
  • Developing the Life Plan for the Special Needs Individual
  • Advocacy and Guardianship
  • Calculating Financial Needs and the Role of Government Benefits
  • Resource Planning: Planning for Public Benefits and Protecting Assets
  • Resource Planning: Special Needs Trusts (SNTs) and Personal Injury Awards
  • Income Tax Planning: Special Deductions and Credits
  • Resource Planning: Providing for the Special Needs Heir
  • Developing the Estate Plan: Documents of Estate Planning
  • Special Needs Case Study

As a good study guideline, figure anything in those 64 pages might be on your exam and that there will be nothing on your exam that is not covered in those 64 pages.


The Burnham System is written and frequently revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, REBC, RHU, ASF, LIA, CASL, and ChFC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, and AIAF; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

$195.00