Drafting Special Needs Trusts: Ensuring True Intentions

mom and two daughters
Lunch & Learn  |  Free to Members
Creating an effective special needs trust (SNT) requires a careful balance—honoring the grantor’s intent, addressing the beneficiary’s current and future needs, and navigating the ever-evolving rules of public benefits programs. This webinar will explore how overly specific trust language can create unintended consequences during Social Security Administration review, and how thoughtful flexibility can strengthen an SNT. Attendees will gain practical strategies for clearly defining intent without jeopardizing public benefits eligibility.  Presented by: Robert Fechtman, CELA

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Please note that NAELA does not apply for CLE approval for webinars, nor do we submit attendance records to any state bar. Because CLE requirements vary by state, it is the responsibility of each attendee to apply directly to their own state bar for credit, if desired.

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When
5/14/2026 1:00 PM - 2:00 PM
Eastern Daylight Time
Where
WEBINAR

Presenters

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Robert W. Fechtman, CELA

Fechtman Law Office

Indianapolis, IN

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