Attorneys
Worcester
Worcester
The Guaranty Building
370 Main Street, 12th Floor
Worcester, MA 01608
Framingham
Framingham
The Meadows
161 Worcester Road, Suite 501
Framingham, MA 01701
Cape Cod
Cape Cod
1597 Falmouth Road
Centerville, MA 02632
Medfield
Medfield
Olde Medfield Square
266 Main Street, Bldg. 2, Suite 15A
Medfield, MA 02052
New Bedford
New Bedford
651 Orchard Street, Suite 107
New Bedford, MA 02744
Providence
Providence
1 Richmond Square, Suite 303N
Providence, RI 02906
Boston
Boston
12 Post Office Square, 6th Floor
Boston, MA 02109
Hudson
Hudson
69 Main Street
Hudson, MA 01749
Practice Areas
Niche industries
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Cannabis & Breweries
Cannabis & Breweries
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Closely Held and Family-Owned Businesses
Closely Held and Family-Owned Businesses
Open detail
Condominiums
Condominiums
Open detail
Medical & Dental Practices
Medical & Dental Practices
Open detail
Private Foundations
Private Foundations
Open detail
Real Estate Developers
Real Estate Developers
Open detail
Restaurants
Restaurants
Open detail
All Industries
  • Multiple Dates

Estate Planning Webinar

Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for an informative webinar. In the comfort of your own home or office, you will learn why some wills do not work, even when drafted correctly.  Details for the next upcoming date.

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  • Multiple Dates

How to Administer a Special Needs Trust

This annual training and update for Parents, Trustees and Successor Trustees of Special Needs Trusts and OBRA ‘93 Trusts has been reconfigured into a three-part series of evening webinars to accommodate these unusual times.  Details for the next upcoming date.

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  • Tue. Nov. 17, 2020
  • 6:00-7:00 PM
 

Thrive Support & Advocacy Virtual Workshop

Fletcher Tilton attorney Theresa Varnet, M.S.W., J.D. will speak about ABLE Accounts with 1st and 3rd Party Special Needs Trusts.

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View Past Seminars

How to Administer a Special Needs Trust - WEBINAR

calender
Sat. Nov 2, 2019
8:00am-1:30pm
The administration of special needs trusts is complicated and government regulations are not intuitive. You should attend if you:
  • Are considering establishing a trust
  • Have already established a trust
  • Are already serving as a Trustee
  • Have been named as a successor Trustee
This seminar will help trustees and family members avoid naïve errors that could disqualify the beneficiary from receiving government benefits or expose the trustee to claims of malpractice.

Receive an overview of the legal requirements, such as filing tax returns, Prudent Investor Rule, reasonable compensation, how to make distributions and the importance of accountings and record keeping.

Learn the difference between a 1st party SNT and a 3rd party SNT. Learn how distributions from the trust can affect eligibility for other public benefits (SSI, Section 8, MA Health).
Learn how to select Trustees, and gain a basic understanding of Trustee responsibilities.
Receive an update on rules and regulations affecting SNTs and Public Benefits.
All material is based on the most current regulations and the new tax laws.

$50 fee includes hot breakfast buffet and snack.

Click here to view our Save-the-Date card.

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