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ICLEF PASS+ HOLDERS please note you were previously sent the complimentary download link to the "ICLEF e-Publications and Forms" library with your initial purchase of the ICLEF Pass+. Please click here:email ICLEFshould you wish to have the download links sent to you once again. PROGRAM OVERVIEW
Join Liz Homes and Bob Fechtman for this convenient half-day program as they unravel the mysteries and questions surrounding Special Needs Trusts (SNTs).
Register today to get the information you need, including a half hour of ethics!
1) What is a SNT and is it the only option? 2) What is a pooled SNT? In Indiana, we have ARC Trust I or II 3) What benefits does it impact? 4) When can you set up a Special Needs Trust? 5) What is the benefit of a 3rd Party Special Needs Trust? 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/Ethics 10) Can a veteran leave their VA benefits in a Special Needs Trust to their disabled child at their death?
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 seminar, 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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