The ABC’s of SNT’s - 3 CLE / .5 E - April 13



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?

_________________________


FACULTY:

Robert W. Fechtman

Fechtman Law Office, Indianapolis


Elizabeth A. Homes

Law Office of Elizabeth A. Homes LLC, Fishers

_________________________


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


20 views