• How to Administer a Special Needs Trust

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    Name: How to Administer a Special Needs Trust
    Date: November 5, 2016
    Time: 8:00 AM - 1:30 PM EDT
    Event Description:
    This annual training is a must for anyone who is or may be a trustee of a special needs trust. 
    We will cover the important topics of special needs trust administration, including:
    • The prudent investor rule
    • Taxation issues
    • Proper distributions, and more.
    • Basic and important up-to-date government benefits information, including:
    • The ABLE Act
    • The Military Child Pension Act
    • Section 8 Housing and special needs trusts
    • Options when selecting a trustee, and many more
    Anyone who is thinking about or already has created a special needs trust is strongly encouraged to attend. 
    Presented by attorneys Frederick M. Misilo, Jr., Theresa M. Varnet and David C. Guarino
    Courtyard Marriott Marlborough, 75 Felton Street, Marlborough, MA
    Date/Time Information:
    Saturday, November 5, 2016  |  8:00 am-1:30 pm
    Contact Information:
    Celia MacPherson at 508-459-8095
    $50 per person includes full hot breakfast and snack.
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