Special Trusts Administration and Advocacy Seminar | Marlborough, MA | October 25, 2025
Saturday, October 25, 2025, 0800 - 1300
This year marks the 20th anniversary of Fletcher Tilton's essential seminar on Special Needs Trust Administration. For two decades, this program has empowered families, trustees, and professionals with the knowledge and tools to manage special needs trusts effectively while protecting the quality of life and independence of individuals with disabilities.
Join us in person or via webinar for a comprehensive seminar that blends legal, financial, and practical insights designed to strengthen trust management and advocacy.
Program Highlights
Learn from experienced attorneys and trust professionals on topics such as:
- Guiding principles and strategies for special needs planning
- Trustee responsibilities, fiduciary duties, and conflict avoidance
- Government benefits and MassHealth programs (AFC, PCA, OneCare, ACO, SCO)
- Trustee options and building an effective trust management team
- Advocacy tools for trustees and collaboration with guardians and providers
- Residential support options and budgeting best practices
- Promoting beneficiary well-being and long-term stability
In-person attendees will receive a hot breakfast and a snack during the break.
Featured Presenters:
- Frederick M. Misilo, Jr., Esq., Chair of the Trust and Estate Department
- Theresa M. Varnet, MSW, JD
- Michael T. Lahti, Esq.
- Dani N. Ruran, Esq.
- Anne E. Grenier, Esq.
- Kelly A. Akana, Esq.
- Jennifer L. Saparaskas, Trust Administration Manager
- Rosalie Edes, Community Support Broker
Alongside our educational program, local artisans from the special needs community will be on site offering photography, watercolors, and handcrafted items. With the holidays approaching, it's a wonderful chance to support local talent and find meaningful gifts for family and friends.
Registration Fee: $50 for both in-person and webinar attendance.
URL:
Website: https://go.evvnt.com/3303751-2?pid=2874
Category: Community | Local / Community
Price:
Attendance Fee: USD 50.00
Join us in person or via webinar for a comprehensive seminar that blends legal, financial, and practical insights designed to strengthen trust management and advocacy.
Program Highlights
Learn from experienced attorneys and trust professionals on topics such as:
- Guiding principles and strategies for special needs planning
- Trustee responsibilities, fiduciary duties, and conflict avoidance
- Government benefits and MassHealth programs (AFC, PCA, OneCare, ACO, SCO)
- Trustee options and building an effective trust management team
- Advocacy tools for trustees and collaboration with guardians and providers
- Residential support options and budgeting best practices
- Promoting beneficiary well-being and long-term stability
In-person attendees will receive a hot breakfast and a snack during the break.
Featured Presenters:
- Frederick M. Misilo, Jr., Esq., Chair of the Trust and Estate Department
- Theresa M. Varnet, MSW, JD
- Michael T. Lahti, Esq.
- Dani N. Ruran, Esq.
- Anne E. Grenier, Esq.
- Kelly A. Akana, Esq.
- Jennifer L. Saparaskas, Trust Administration Manager
- Rosalie Edes, Community Support Broker
Alongside our educational program, local artisans from the special needs community will be on site offering photography, watercolors, and handcrafted items. With the holidays approaching, it's a wonderful chance to support local talent and find meaningful gifts for family and friends.
Registration Fee: $50 for both in-person and webinar attendance.
URL:
Website: https://go.evvnt.com/3303751-2?pid=2874
Category: Community | Local / Community
Price:
Attendance Fee: USD 50.00
Starting Price Per Person
$ 50.00 USD
Other Information
Where
Courtyard by Marriott Boston Marlborough
75 Felton Street
Marlborough Massachusetts 01752
United States
( Hotel - Resort )
75 Felton Street
Marlborough Massachusetts 01752
United States
( Hotel - Resort )
Event Organizer Contact
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Event ID: 259549
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