Join us for our First Fridays Futures Planning Session on Friday May 6, 2016, 10am -12pm

Home 1This important session can answer those questions regarding special needs trusts and home purchases. Tia Marsili, Director of Trusts, with guest presenter, Robert Bullock Esq., CELA, CAP, The Elder & Disability Law Center

Trustees must weigh various factors, as well as short- and long-term goals, when faced with circumstancesillustration of a house involving trusts and families. Are there sufficient funds to meet a beneficiary’s needs or maintain a residence?  Who is able to pay the other carrying costs for any residence owned by the trust, above and beyond the monthly utilities?  Is buying a residence the best option or is a suitable rental, group home, or assisted independent living?

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