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PROGRAM OVERVIEW
Join Liz Homes and Bob Fechtman for this convenient half-day program,as they
explore and help you understand Special Needs Trusts (SNTs).
Register today to get the information you need, including a half hour of ethics!
1) What is an SNT? Are there different types?
2) For whom and how do you set up a Special Needs Trust?
3) What are the benefits of utilizing a Special Needs Trust?
4) What are the risks of utilizing a Special Needs Trust?
5) What public benefits are impacted by having, or not having, an SNT?
6) Special Needs Trusts & Retirement Plans – What is allowed & what isn’t?
7) Special Needs Trusts & Annuity Ownership in Structured Settlements
8) Is prepaid burial necessary with a SNT?
9) SNT administration tips / Ethical Considerations
10) Can a veteran leave their VA benefits in a Special Needs Trust to their disabled child at their death?
SCHEDULE
8:30 A.M. Registration and Coffee8:45 A.M. Login Time Open for Webcast Participants
9:00 A.M. Program Begins
10:30 A.M. Coffee Break
10:45 A.M. Program Continues
12:15 P.M. Adjourn
To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date of purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the program, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org
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