Tag Archive | "Special Needs Trusts"

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
___________________

FACULTY:
Robert W. Fechtman
Fechtman Law Office, Indianapolis

Elizabeth A. Homes
Law Office of Elizabeth A. Homes LLC, Indianapolis
___________________

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

Posted in Highlighted Seminars0 Comments

Third Party Special Needs Trusts, June 22 – 1 CLE

OVERVIEW:
Join Elizabeth A. Homes for a presentation on the use of Third Party Special Needs Trusts. She will help you understand their use, and how they differ from First Party Special Needs Trusts and Pooled Trusts. Third Party Special Needs Trusts are typically established as part of a donor’s estate plan to assist a family member with special needs. Elizabeth will provide drafting tips in order to help you utilize them properly in your client’s plan.
________________________________________________

FACULTY:
Elizabeth A. Homes, Esq.,
Law Office of Elizabeth A. Homes LLC, Indianapolis
________________________________________________

THIRD PARTY SPECIAL NEEDS TRUST
1 CLE – Wednesday, June 22
12:15 P.M. – 1:15 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCAST
– May Oberfell Lorber Law Office, Mishawaka

LIVE INDIVIDUAL WEBCAST
– From your home or office computer

Posted in Highlighted Seminars0 Comments