• 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
    Location:
    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
    Fees/Admission:
    $50 per person includes full hot breakfast and snack.
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