Seminars & Events

 
 

Seminars & Events

Upcoming Events

September 2019
  • Tuesday, September 3, 2019 | 10:00 a.m.-12:00 p.m. | Brunch Seminar | Bristol, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law to be held at The Lobster Pot in Briston, 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: The Lobster Pot, 119 Hope Street, Bristol, RI 02809

    Register: Call (800) 429-1570 to reserve your place, this seminar fills up quickly.
September 2019
  • Tuesday, September 3, 2019 | 1:00 - 3:00 p.m. | Lunch Seminar | Bristol, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law to be held at The Lobster Pot in Bristol, 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: The Lobster Pot, 119 Hope Street, Bristol, RI 02809

    Register: Call (800) 429-1570 to reserve your place, this seminar fills up quickly.
September 2019
  • Tuesday, September 10, 2019 | 8:30 a.m.-10:30 a.m. | Natick, MA
    Employment Law Seminar - Take a Deep Dive Into New Employment Laws & Cases :: Joseph T. Bartulis, Jr.
    Breakfast seminar with Attorney Joseph Bartulis, Chairperson of Fletcher Tilton’s Labor & Employment Practice Group.
    Seminar Outline:
    • Everything you need to know about the MA Paid Family and Medical Leave Act, including: Details of the law, step-by-step guides for employers, how the act may impact other employee benefits, and how employers should prepare for unintended consequences
    • Recent employment-related cases decided by the US Supreme Court and what impact they
    • will have on employers.
    • Recent Massachusetts cases, including the overtime and Sunday Pay case
    • Notable Massachusetts employment legislation including the stricter “ban the box” rules
    • How to protect all employees and the employer in the age of the #Me Too Movement
    $20 fee includes hot breakfast buffet

    Click here to view seminar flyer.

    Location:
    Verve Crowne Plaza, 1360 Worcester Street (Rt. 9), Natick, MA 01760

    Registration: Click here to reserve your place, this seminar fills up quickly.
September 2019
  • Friday, September 13, 2019 | 8:30 a.m.-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

    Location: Doubletree by Hilton Cape Cod-Hyannis, 287 Iyannough Road, Hyannis, MA

    Registration: Seating is limited. Please click here to register.
September 2019
  • Thursday, September 19, 2019 | 8:30-10:30 a.m. | Boylston, MA
    Employment Law Seminar - Take a Deep Dive Into New Employment Laws & Cases :: Joseph T. Bartulis, Jr.
    Breakfast seminar with Attorney Joseph Bartulis, Chairperson of Fletcher Tilton’s Labor & Employment Practice Group.
    Seminar Outline:
    • Everything you need to know about the MA Paid Family and Medical Leave Act, including: Details of the law, step-by-step guides for employers, how the act may impact other employee benefits, and how employers should prepare for unintended consequences
    • Recent employment-related cases decided by the US Supreme Court and what impact they
    • will have on employers.
    • Recent Massachusetts cases, including the overtime and Sunday Pay case
    • Notable Massachusetts employment legislation including the stricter “ban the box” rules
    • How to protect all employees and the employer in the age of the #Me Too Movement
    $20 fee includes hot breakfast buffet

    Click here to view seminar flyer.

    Location: Cyprian Keyes Golf Club, 284 East Templeton, Boylston, MA  01505

    Registration: Click here to register, the seminar fills up quickly.
September 2019
  • Thursday, September 26, 2019 | 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 brunch, while attending his complimentary seminar on estate planning and elder law to be held at the Crowne Plaza in Warwick. 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, 801 Greenwich Ave., Warwick, Rhode Island 02886

    Register: Call (800) 429-1570 to reserve your place, this seminar fills up quickly.
September 2019
  • Thursday, September 26, 2019 | 1:00 - 3:00 p.m. | Lunch Seminar | Warwick, RI
    Estate Planning :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law to be held at the Crowne Plaza in Warwick. 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, 801 Greenwich Ave., Warwick, Rhode Island 02886

    Register: Call (800) 429-1570 to reserve your place, this seminar fills up quickly.
October 2019
  • Tuesday, October 29, 2019 | 6:00-8:00 p.m. | Marlborough, MA
    Comparing ABLE Accounts with 1st and 3rd Party Special Needs Trusts :: Theresa M. Varnet
    When is it most appropriate to use one savings option over the other?

    Join us for a discussion on Savings Options for an Individual who is dependent on SSI, MassHealth, SNAP, Section 8 and other sliding scale fee or needs based benefits.

    Many advocates have heard of the ABLE Act which allows some individuals who are isabled to save up to $15,000 per year in a tax protected savings account similar to a 529 Account. If properly funded, this account is not deemed as a resource when determining eligibility for SSI or MassHealth.

    Click here to view seminar flyer.

    Theresa Varnet, M.S.W., J.D. will review when it's appropriate to use ABLE Accounts and when it is recommended that a 1st or 3rd Party Special Needs Trust may be the better future planning option.

    Location: Thrive Support and Advocacy, 65 Boston Post Road West, Suite 220, Marlborough, MA 01752

    Registration:
    To register, contact Burt Jenness at bjenness@icanthrive.org or 508.485.4227 x1115.
November 2019
  • Saturday, November 2, 2019 | 8:00 a.m.-1:30 p.m. | Marlborough, MA
    How to Administer a Special Needs Trust :: Frederick M. Misilo, Jr. and Theresa M. Varnet
    A seminar for parents, trustees and successor trustees of special needs trusts and OBRA '93 trusts. More detailed information to come.

    $50 fee includes hot breakfast buffet and snack.

    Click here to view our Save the Date card

    Location: Courtyard Marriott, 75 Felton Street, Marlborough, MA 01752

    Registration: Click here to attend the seminar in person, seating is limited. Click here to attend via WEBINAR.



 
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