Seminars & Events

 
 

Seminars & Events

Upcoming Events

September 2017
  • 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
    • Medicaid Planning
    • Durable Power of Attorney Comparison
    Check-in and complimentary hot breakfast buffet begin at 8:30 a.m. Seminar begins at 9:00. 

    Click here to view seminar invitation

    Location: The Resort and Conference Center at Hyannis, 35 Scudder Avenue, Hyannis, MA

    To Register: Click here for fast, secure online registration. To register by phone, contact Celia at cmacpherson@fletchertilton.com.
October 2017
  • 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.

    Click here to view seminar invitation

    Location: The Sheraton Hotel and Conference Center in Framingham
    1657 Worcester Road, Framingham, MA 01701

    To Register: Click here for fast, secure online registration. Or call Celia at 508-459-8095 to register over the phone.
  • Saturday, October 28, 2017 | 8:00 a.m. - 1:30 p.m.
    How to Administer a Special Needs Trust :: Frederick M. Misilo, Jr., Theresa M. Varnet and David C. Guarino
    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

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

    To Register: Registration will open soon. If you'd like to be notified when registration begins, contact Celia at cmacpherson@fletchertilton.com

December 2017
  • 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.

    Click here to purchase.



 
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