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How to Administer a Special Needs Trust
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:
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
Date and Time
Saturday Nov 5, 2016
8:00 AM - 1:30 PM EDT
Saturday, November 5, 2016 | 8:00 am-1:30 pm
Location
Courtyard Marriott Marlborough, 75 Felton Street, Marlborough, MA
Fees/Admission
$50 per person. Includes breakfast and snack
Contact Information
Celia MacPherson at 508-459-8095
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