Tuesday, September 25, 2018 | 8:00 - 11:30 a.m. | Framingham, MA
Special Needs and Elder Law Update for CPAs and CFP Professionals
Presented by: Frederick M. Misilo, Jr., Theresa M. Varnet and John J. McNicholas

Increasing numbers of families require financial planning for loved ones who are aging or have special needs or disabilities. Make sure you have the practical knowledge to advise your clients and earn 3.0 CE credits at the same time.

An Important Update on Disability, Special Needs, and Elder Asset Planning
Topics include:The latest on ABLE Act - a summary of recent amendments and new POMS
Using ABLE to avoid the SSI 1/3rd reduction rule for subsidized housing expenses
The ABLE Act vs. the 3rd party special needs trust and the 1st party special needs trust
Irrevocable Trusts in the current MassHealth climate
Asset Protection Planning coupled with Special Needs, VA Aid + Attendance and MA Estate Taxes
Pooled Trusts—proposed MassHealth regulations and pending legislative relief
Maas case: Court ordered due process in MassHealth NoticesEarn 3 CE credits. $50 course fee includes hot breakfast buffet. Register early to reserve your place. Registration closes 9/21/18 or when seminar is full, whichever comes first.

Location: Sheraton Hotel and Conference Center, 1657 Worcester Road, Framingham, MA

Registration: www.FletcherTilton.com/seminars-events . Questions? Call Celia at 508.459.8095.