Seminars & Events

 
 

Seminars & Events

Upcoming Events

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.
October 2019
  • Wednesday, October 30, 2019 | 6:00-8:00 PM | New Bedford, MA
    Planning for When the School Bus Stops Coming :: Mia H. Lahti, Michael T. Lahti and Theresa M. Varnet
    Attorneys Theresa Varnet, Michael Lahti and Mia Lahti will present this seminar on Planning for Transition from High School to Adulthood. They'll be discussing such topics as:
    • Eligibility for government benefits
    • Adult supports and services
    • ABLE Act
    • Preserving eligibility when parents die or are infirm
    • Guardianship and less intrusive alternatives to Guardianship
    Who Should Attend: Parents, Guardians, Family Members, Agency Staff, Teachers,
    Social Workers, All interested.

    Location: Greater New Bedford Vocational School, 1121 Ashley Blvd., New Bedford, MA

    Register: Call Sherri Tetrault at 508-998-5599 x 130 or email her at stetrault@smecollaborative.org
November 2019
  • Saturday, November 2, 2019 | 8:00 a.m.-1:30 p.m. | Marlborough, MA
    How to Administer a Special Needs Trust - Attend In-Person :: Frederick M. Misilo, Jr., Theresa M. Varnet, Dani N. Ruran and Meredith H. Greene
    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

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

    Registration: Click here to attend the seminar in-person, seating is limited. Can't attend in-person? Register to attend remotely via webinar in below listing.
November 2019
  • Saturday, November 2, 2019 | 8:30 a.m.-1:00 p.m. | Webinar
    How to Administer a Special Needs Trust - WEBINAR :: Frederick M. Misilo, Jr., Theresa M. Varnet, Meredith H. Greene and Dani N. Ruran
    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.

    Registration: Click here to attend remotely via webinar.
November 2019
  • Tuesday, November 5, 2019 | 10:00 a.m.-12:00 p.m. | Foxboro, MA
    November 5, 2019 Estate Planning Brunch Seminar with Michael Lahti :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law. 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: Lafayette House, 109 Washington Street, Route 1, Foxboro, MA 02035

    Register: Call (800) 905-1256 to reserve your place, this seminar fills up quickly.
November 2019
  • Tuesday November 5, 2019 | 1:00-3:00 p.m. | Foxboro, MA
    November 5, 2019 Estate Planning Luncheon Seminar with Michael Lahti :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law. 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: Lafayette House, 109 Washington Street, Route 1, Foxboro, MA 02035

    Register: Call (800) 905-1256 to reserve your place, this seminar fills up quickly.
November 2019
  • Tuesday, November 12, 2019 | 10:00 a.m.-12:00 p.m. | Walpole, MA
    November 12, 2019 Estate Planning Brunch Seminar with Michael Lahti :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law. 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: Conrad's Restaurant, 905 Main Street, Walpole, MA 02081

    Register: Please call (855) 852-7511 to reserve your place, this seminar fills up quickly.
November 2019
  • Tuesday, November 12, 2019 | 1:00-3:00 p.m. | Walpole, MA
    November 12, 2019 Estate Planning Luncheon Seminar with Michael Lahti :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law. 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: Conrad's Restaurant, 905 Main Street, Walpole, MA 02081

    Register: Please call (855) 852-7511 to reserve your place, this seminar fills up quickly.
January 2020
  • Tuesday, January 21, 2020 | 1:00-3:00 p.m. | Hyannis, MA
    January 21, 2020 Estate Planning Lunch Seminar with Michael Lahti :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law. 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: Doubletree by Hilton, 287 Iyannough Rd., Hyannis, MA 02601

    Register: Registration will be opening soon.

January 2020
  • Tuesday, January 21, 2020 | 10:00 a.m.-12:00 p.m. | Hyannis, MA
    January 21, 2020 Estate Planning Brunch Seminar with Michael Lahti :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law. 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: Doubletree by Hilton, 287 Iyannough Rd., Hyannis, MA 02601

    Register: Registration will be opening soon.

February 2020
  • Tuesday, February 11, 2020 | 10:00 a.m.-12:00 p.m. | Warwick, RI
    February 11, 2020 Estate Planning Brunch Seminar with Michael Lahti :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for brunch, while attending his complimentary seminar on estate planning and elder law. 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, RI 02886

    Register: Registration will be opening soon.

February 2020
  • Tuesday, February 11, 2020 | 1:00-3:00 p.m. | Warwick, RI
    February 11, 2020 Estate Planning Lunch Seminar with Michael Lahti :: Michael T. Lahti
    Please join Tax Attorney Michael T. Lahti for lunch, while attending his complimentary seminar on estate planning and elder law. 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, RI 02886

    Register:
    Registration will be opening soon.




 
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