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The ABC’s of SNT’s 2022 - 3 CLE / .5 E

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The ABCs of SNTs

3 CLE / .5 E

Join Liz Homes and Bob Fechtman for this convenient half-day webcast as they unravel the mysteries and questions surrounding Special Needs Trusts (SNTs).


• 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?



Robert W. Fechtman

Fechtman Law Office, Indianapolis

Elizabeth A. Homes

Law Office of Elizabeth A. Homes LLC, Fishers

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Indiana's Premier CLE Provider


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