The ABCs of SNTs
3 CLE / .5 E - Wednesday, April 13; 9:00 A.M. - 4:30 P.M.
LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis
LIVE WEBCAST - From your home or office
Join Liz Homes and Bob Fechtman for this convenient half-day webcast as they unravel the mysteries and questions surrounding Special Needs Trusts (SNTs).
TOPICS:
• What is a SNT and is it the only option?
• What is a pooled SNT? In Indiana, we have ARC Trust I or II
• What benefits does it impact?
• When can you set up a Special Needs Trust?
• What is the benefit of a 3rd Party Special Needs Trust?
• Special Needs Trusts & Retirement Plans – What is allowed & what isn’t?
• Special Needs Trusts & Annuity Ownership in Structured Settlements
• Is prepaid burial necessary with a SNT?
• SNT administration tips/Ethics
• Can a veteran leave their VA benefits in a Special Needs Trust to their disabled child at their death?
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FACULTY:
Robert W. Fechtman
Fechtman Law Office, Indianapolis
Elizabeth A. Homes
Law Office of Elizabeth A. Homes LLC, Fishers
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The ABCs of SNTs
3 CLE / .5 E - Wednesday, April 13; 9:00 A.M. - 4:30 P.M.
LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis
LIVE WEBCAST - From your home or office
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Indiana's Premier CLE Provider