Housing: Creative Solutions, Options and Challenges :: Frederick M. Misilo, Jr. and Theresa M. Varnet This seminar is intended for special needs persons, and/or their families, who are about to need housing or are having difficulties with current housing arrangements. We will start with a lecture format that will provide practical tools you can use, […]
Please join us for a complimentary breakfast and informal presentation on estate planning where we will be touching on topics such as: Florida Trusts & Estates Law Requirements for Establishing Domicile Homestead Law Comparison State Income & Estate Tax System Comparison Medicaid Planning Durable Power of Attorney Comparison Breakfast buffet will include: Assorted muffins, breakfast […]
How Trusts Can Benefit Your Heirs :: Dennis F. Gorman Attorney Dennis Gorman will be discussing such topics as: Credit shelter/marital QTIP Trusts to reduce estate taxes Family Trusts to safeguard assets over several years for heirs Life Insurance Trusts to eliminate estate tax on life insurance proceeds Medicaid Trusts to safeguard your home from […]
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, including: The prudent investor rule […]
When: Tuesday, June 26, 2018 | 5:30pm - 7:00pm Where: Medusa Brewing Company 11 Main Street, Hudson, MA 01749 (in the Beer Hal) Complimentary refreshments & sandwiches Space is limited. Please RSVP to a.nawrocki@avidiabank.com or call 978.567.3652 by Monday, June 25th
