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