Tuesday, September 19, 2017 | 9:00 - 11:30 a.m. Estate Planning for Massachusetts-Florida Snowbirds
Frederick M. Misilo, Jr. While Florida offers retirees warm weather and beautiful beaches, it also presents the opportunity to significantly reduce one’s overall tax burden. Please join us for a complimentary breakfast and a presentation on estate planning where we will discuss:
Florida Trusts & Estates Law
Requirements for Establishing Domicile
Homestead Law Comparison
State Income & Estate Tax System Comparison
Durable Power of Attorney Comparison
Check-in and complimentary hot breakfast buffet begin at 8:30 a.m. Seminar begins at 9:00.
Tuesday, October 3, 2017 | 8:30 - 11:30 a.m. Special Needs Planning for CFPs and CPAs
Frederick M. Misilo, Jr. and Theresa M. Varnet An important update on disability and special needs planning. We'll be giving you important updates on such topics as:
Changes in MassHealth and federal Medicaid laws (ACA/AHCA)
Income tax distinctions between 1st party and 3rd party special needs trusts.Changes in MassHealth and federal Medicaid laws (ACA/AHCA)
Income tax distinctions between 1st party and 3rd party special needs trusts.ary
The ABLE Act vs. the 3rd party special needs trust and the 1st party special needs trust
Check-in and hot breakfast buffet begin at 8:00 a.m. Seminar begins at 8:30. 3.0 continuing education credits will be given to CFPs and CPAs. $50 fee includes hot breakfast buffet.
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. 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
Purchase Seminar Video Housing: Creative Solutions, Options and Challenges
Frederick M. Misilo, Jr. If you weren't able to attend our informative seminar Housing: Creative Solutions, Options and Challenges, you can now purchase the video and materials.