Forever Remembered - Honoring the Life of Sumner "Tony" Tilton. 1938-2026

A Season of Change, A Lifetime of Care — Special Needs Trust Administration & Advocacy

As the leaves begin to turn, we’re inviting you to turn the page on another year of care, connection, and community.

Join our Special Needs Practice Group for A Season of Change – A Lifetime of Care, our annual Special Needs Trust Administration & Advocacy Seminar — reimagined this year as a true fall celebration. Alongside the insight and guidance you’ve come to expect, there will be live music and a marketplace of handmade art and gifts from local vendors living with special needs — just in time for the holiday season.

For two decades, this seminar has helped families, trustees, and professionals navigate the complexities of trust management while protecting what matters most: the quality of life of the people these trusts are built to support. This year, we wanted the gathering to feel like what it really is — a community coming together, in celebration of care that lasts a lifetime.

Some of what our team will cover:

  • The fundamentals of special needs trusts and trustee responsibilities
  • Fiduciary duties and building the right trust management team (family, professional, corporate, or nonprofit trustees, advisors, and protectors)
  • Navigating MassHealth and government benefit programs
  • Advocacy strategies — working with guardians, support brokers, and providers
  • The trustee’s role in promoting long-term beneficiary well-being

Registration is $50 per person for in-person attendance ($35 for each additional family member), and $50 per connection for the online webinar. In-person registration includes breakfast, a light snack, and full access to our vendor marketplace and the community atmosphere that makes this event special. The $50 webinar rate, meanwhile, covers your connection and online materials — so a family, office, or care team can gather around a single screen and attend together for one flat fee. However you choose to join us, we hope you’ll consider experiencing the full Season of Change celebration in person!

Click here to register for IN-PERSON attendance

Click here to attend the online WEBINAR

Seminar presenters: Frederick Misilo, Michael Lahti, Dani Ruran, Anne Grenier, Kelly Akana, Rachael Poirier, Dan Loftus, Jennifer Zaparaskas, and Rosalie Edes.

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Forever Remembered - Honoring the Life of Sumner "Tony" Tilton. 1938-2026