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The ABC’s of SNT’s - 3 CLE / .5 E - July 16


The ABC’s of SNT’s

3 CLE / .5 E - Tuesday, July 16; 9:00 A.M. - 12:15 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 program, as they explore and help you understand Special Needs Trusts (SNTs).


TOPICS:

• What is an SNT? Are there different types?

• For who and how do you set up a Special Needs Trust?

• What are the benefits of utilizing a Special Needs Trust?

• What are the risks of utilizing a Special Needs Trust?

• What public benefits are impacted by having, or not having, an SNT?

• 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 / Ethical Considerations

• Can a veteran leave their VA benefits in a Special Needs Trust to their disabled child at their death?

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FACULTY:

Elizabeth A. Homes

Law Office of Elizabeth A. Homes LLC, Indianapolis


Elizabeth A. Homes has practiced law in Carmel, Fishers and Indianapolis since May of 2014. Her practice at the Law Office of Elizabeth A. Homes LLC is focused on Special Needs Planning, Guardianships, Elder Law, Estate Planning, and Probate Work. This includes Wills, Powers of Attorney, Advanced Directives, Trusts, Trust Administration, Medicaid Planning, Special Needs Planning, Guardianship, and Probate. She is admitted to practice law in the State of Indiana.


Robert W. Fechtman

Fechtman Law Office, Indianapolis


Bob Fechtman is a life-long resident of Indiana. He graduated from Northwestern University with a degree in music and a major in economics, and he received his JD from Rutgers School of Law. He also attended the University of San Diego’s Institute on International and Comparative Law at Magdalen College, Oxford University. Mr. Fechtman focuses his practice on the problems of older and disabled persons, particularly special needs trusts, estate planning and trusts, health law, Medicaid planning, guardianships and decedents’ estates.

_________________________


The ABC’s of SNT’s

3 CLE / .5 E - Tuesday, July 16; 9:00 A.M. - 12:15 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 • Premier Indiana CLE

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