Seminars & Events

 
 

Seminars & Events

Upcoming Events

August 2018
  • Tuesdsay, August 21, 2018 | 8:30 - 11:30- a.m. | Hyannis, MA
    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
    • Medicaid Planning
    • Durable Power of Attorney Comparison
    Click here to view seminar postcard for more details

    Location: DoubleTree by Hilton Cape Cod – Hyannis, 287 Iyannough Road, Hyannis MA. Seminar attendees who wish to stay at the hotel on August 20 and/or August 21 can enjoy a special rate of $238.40 per room, per night by calling 1-800-HILTONS and referencing the “Fletcher Tilton Group Rate.”

    Registration: Click here to register
September 2018
  • Thursday, September 6, 2018 | 10:00 a.m. - 12:00 p.m. | Breakfast Seminar | Lincoln, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for breakfast, while attending his informative seminar on estate planning and elder law to be held at The Kirkbrae Country Club. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Kirkbrae Country Club, 197 Old River Road, Lincoln, RI 02865

    Register: Call (800) 549-0460 to reserve your space today, this seminar fills up quickly.
September 2018
  • Thursday, September 6, 2018 | 1:00 - 3:00 p.m. | Luncheon Seminar | Lincoln, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his informative seminar on estate planning and elder law to be held at The Kirkbrae Country Club. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Kirkbrae Country Club, 197 Old River Road, Lincoln, RI 02865

    Register: Call (800) 549-0460 today to reserve your place, this seminar fills up quickly.
September 2018
  • Tuesday, September 25, 2018 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Dover, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his informative seminar on estate planning and elder law to be held at The Connors Center. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: The Connors Center, 20 Glen Street, Dover, MA 02030

    Registration: Call (888) 424-2727 to reserve your spot, this seminar fills up quickly.
September 2018
  • Tuesday, September 25, 2018 | 1:00-3:00 p.m. | Luncheon Seminar | Dover, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his informative seminar on estate planning and elder law to be held at The Connors Center. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: The Connors Center, 20 Glen Street, Dover, MA 02030

    Registration: Call (888) 424-2727 to reserve your spot, this seminar fills up quickly.
September 2018
  • Tuesday, September 25, 2018 | 8:00 - 11:20 a.m. | Framingham, MA
    Special Needs and Elder Law Update for CPAs and CFP Professionals :: 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 Notices
    Earn 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.

    Click here to see postcard mailer

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

    Registration: Click here to register. Questions? Call Celia at 508.459.8095.


September 2018
  • Saturday, September 29, 2018 | 8:30 a.m. - 12:30 p.m. | Breakfast Seminar
    Housing: Creative Solutions, Options and Challenges :: Frederick M. Misilo, Jr. and Theresa M. Varnet
    This seminar is intended for persons with special needs, their families, and their advocates interested in exploring housing options.

    Get practical tools you can use, and an overview of resources, including:
    • Government Benefits: SSI, SSDI, DAC
    • Adult Foster Care and Personal Care Attendants
    • DDS & MASSCAP
    • Section 8
    • Sample Housing Models
    • Mortgages, Fannie Mae
    • Person-Centered Planning
    • The ABLE Act
    Presented by attorneys Frederick M. Misilo, Jr., and Theresa M. Varnet, along with Christopher Miller of Miller Mortgage, Cathy Boyle of Autism Housing Pathways and Cheryl Chan of Person Centered Planning Partners.

    There is a $20 fee per person, includes breakfast.

    Click here to view seminar flyer

    Location: Courtyard Marriott, 75 Felton Street, Marlborough, MA 

    Register: Click here to register

October 2018
  • Tuesday, October 16, 2018 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Foxborough, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his informative seminar on estate planning and elder law to be held at the Lafayette House. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: The Lafayette House, 109 Washington Street, Foxborough, MA 02035

    Register: Registration will be opening soon
October 2018
  • Tuesday, October 16, 2018 | 1:00 p.m.-3:00 p.m. | Luncheon Seminar | Foxborough, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his informative seminar on estate planning and elder law to be held at the Lafayette House. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: The Lafayette House, 109 Washington Street, Foxborough, MA 02035

    Register: Registration will be opening soon
October 2018
November 2018
  • Wednesday, November 7, 2018 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Walpole, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his informative seminar on estate planning and elder law to be held at Conrad's. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Conrad's, 905 Main Street, Walpole, MA 02081

    Register: Registration will be opening soon
November 2018
  • Wednesday, November 7, 2018 | 1:00-3:00 p.m. | Luncheon Seminar | Walpole, MA
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his informative seminar on estate planning and elder law to be held at Conrad's. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Conrad's, 905 Main Street, Walpole, MA 02081

    Register: Registration will be opening soon
November 2018
  • Tuesday, November 13, 2018 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Warwick, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for a continental brunch, while attending his informative seminar on estate planning and elder law to be held at the Crowne Plaza, RI. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Crowne Plaza, RI, 801 Greenwich Avenue, Warwick, RI 02886

    Register: Registration will be opening soon
November 2018
  • Tuesday, November 13, 2018 | 1:00-3:00 p.m. | Luncheon Seminar | Warwick, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for a lunch, while attending his informative seminar on estate planning and elder law to be held at the Crowne Plaza, RI. You will learn essential strategies on how to protect your property, keep your family out of probate, and pay less tax. You will see...
    • Why Some Wills Do Not Work (Even When Drafted Correctly)
    • How to Easily Avoid Probate (Saving Your Family Time and Money)
    • Why Powers of Attorney are Critical
    • The Steps Necessary to Protect Your Home From Nursing Home Expenses. (It’s Essential To Plan Ahead of Time)
    • How Easy it is to Reduce Estate Tax (Why Give Your Hard-Earned Money to the Government? You Don’t Have to!)
    All of this is presented in a straightforward and easy to understand manner, in a relaxed and enjoyable setting. People who attend attorney Lahti’s seminars give enthusiastic reviews. Many have commented that it’s the best seminar they have attended.

    Location: Crowne Plaza, RI, 801 Greenwich Avenue, Warwick, RI 02886

    Register:  Registration will be opening soon



 
Hosted on the FirmWise sm Platform.