Tag Archive | "Able Accounts"

Special Needs Trusts, Able Accounts & More! – 3 CLE – Feb. 21

This program examines each of these important planning tools for clients and families with a special needs loved one.

Special Needs Trusts:
• History of SNTs
• Guidance on Keeping Up with the Rules
• Different Options Available
• Working Through Examples
• Recent Updates and Changes

Indiana’s ABLE Program:
• What is it?
• Rules and Eligibility
• Management of the Account
• Investing Parameters
• Tax Aspects

More:
• New POMS Regulations for Special Needs Trusts
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FACULTY:
Robert W. Fechtman
Fechtman Law Office, Indianapolis

Elizabeth A. Homes
Law Office of Elizabeth A. Homes LLC, Indianapolis
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SPECIAL NEEDS TRUSTS, ABLE ACCOUNTS & MORE!
3 CLE – Wednesday, February 21;  1:15 P.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCASTS
– Ice Miller, Indianapolis
– O’Drobinak & Nowaczyk, Shererville

LIVE INDIVIDUAL WEBCAST
– From your home or office computer

VIDEO REPLAY SEMINARS
– Available after Live Seminar date

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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