Trust Presentations

Tia Marsili, Director of Trusts for The Arc of Northern Virginia, presents topics on futures planning in a variety of settings and formats. From our popular First Friday of the month large group setting,  to a smaller personal setting in Brunch Bunch. Sign up now to learn more about Special Needs Trusts and future planning for your loved one with a disability.


First Friday Futures Planning

On the First Friday of the month from 10am- 12pm, Tia Marsili, Director of Trusts, will present to families, siblings and adults with disabilities or others interested in learning about special needs trusts and other tools to consider when developing a plan for the future. Guest presenters are listed below.  These sessions are FREE but you must register to reserve your seat.

*Some sessions will include a live webinar in case you can not make the presentation.  A link to register for the live webinar follows the presentation description.

Sessions are located at:

The Arc of Northern Virginia offices
2755 Hartland Road, Suite 200
Falls Church, VA  22043
For questions email Evelyn Gu or call 703-208-1119 x103

 

Please register to reserve your seat: (click the desired date(s) for in-person registration or use the “register for the webinar” for the webinar. )

 


REGISTER FOR May 4, 2018

May 4, Alternatives to Guardianship and Supported Decision Making

Alternatives to guardianship can help preserve an individual with disabilities’ dignity and promote their self-determination. In this presentation, learn about what alternatives to guardianship exist including, supported decision making, advance health care directives and powers of attorney and when, ultimately, guardianship may be appropriate.

Presenter: Christopher Chavis, Advocate, The Arc of Northern Virginia

Register for the Webinar

 


REGISTER FOR June 1, 2018

June 1, Special Needs Trusts and ABLE Accounts

Families of individuals with disabilities should be aware of the various tax benefits, which may be available to them. In this presentation, learn about tax credits and benefits including, but not limited to Livable Homes Tax Credit and Deduction of Tuition as a Medical Expenses.

Register for the Webinar

 

 


Monthly Small Group Trust Discussions

Formally “Brunch Bunch,” these group discussions will focus on Special Needs Trusts. Tia Marsili, Director of Trusts, The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important,  and other critical services and programs that you should consider.

10:00 am – 11:30am
The Arc of Northern Virginia offices
2755 Hartland Road, Suite 200
Falls Church, VA  22043

 

Click the date to Register for an event.

•  April 10th, 2018
•  May 8th, 2018

 


 Third Thursdays in Loudoun County

On the third Thursday of almost every month Tia Marsili, Director of Trusts for The Arc of NoVa Special Needs Trust Program,(SNT) and her guests present the tools to consider when developing a plan for the future to families, siblings, adults with disabilities, and others interested.

 

LOCATION: ALLY BUILDING
601 Catoctin Circle, NE, Leesburg, VA 20176

QUESTIONS: Contact Tammy Goddard: tgoddard@paxtoncampus.org

 

more info button

 

 

 

 


Here’s what you missed!  To request a First Friday presentation to be repeated contact us!

2018

April – Empowerment through Assistive Technology at Home and in the Workplace and How to Fund It
March – Finances within a SNT: Disbursements, Budgets, and Actuaries
February – Tax Planning: Tax Benefits & Options Available for Individuals with Disabilities
January – What Questions Should I Be Asking About Employment

 

2017

December – Social Security: The Application and Appeal Process for SSI and SSDI, Presented by Derek Cervoni, Attorney, Cervoni Disability Law, PLLC, & Tia Marsili, Director of Trusts, The Arc of Northern Virginia
November – Managing Real Estate in a Special Needs TrustPresented by:Cindy McDonald Senior Vice President, Key Private Bank; Jeannie Cummins-Eisenhour, Senior Integrated Community Options Specialist. Developmental Services Region 2, Department of Behavioral Health and Developmental Services; and Tia Marsili, Director of Trusts
October – Health Care Options: What Options are Available for People with Disabilities, including  CCC+, DDW changes, EPSDT, federal policy. Presented by: Ann Folk Bevan, Director, Division of Developmental Disabilities and Behavioral Health, Tia Marsili, Director of Trusts
September – Resources for Individuals with Dual Diagnoses: Navigating Mental Health and Brain Injury Service Systems – Kelli Robertson, LCSW, Intake Coordinator at PRS, Inc, Carol Bashore, NAMI Class Facilitator, Lisa I. McCarthy MA, NCC, CBIST, Director of Programs, Brain Injury Services, Amy Choi, Pediatric Case Manager, Brain Injury Services
July – Beneficiary Advocacy ServicesMegan Rusciano, Beneficiary advocate, The Arc of Northern Virginia
June –
Special Needs Trusts and ABLE AccountsTia Marsili, Director of Trusts, The Arc of Northern Virginia
May – People with Disabilities Encounters with the Criminal Justice System – Melissa Heifet, Interim Executive Director, The Arc of Loudoun & Administrative Director of ALLY Advocacy Center, The Arc of Loudoun, & Ashley Brompton, Program Associate in Victimization & Safety at the Vera Institute of Justice & Former Criminal Justice Fellow, National Center on Criminal Justice and Disability, The Arc US
April  Alternatives to Guardianship and Supported Decision-Making– Dana Traynham, Senior Staff Attorney, disAbility Law Center of Virginia, Megan Rusciano, Beneficiary Advocate, The Arc of Northern Virginia
March – Finances within a Special Needs Trust: Disbursements, Budgets, and Actuaries – Trini Nsabimana, Trust Associate, The Arc of Northern Virginia
February – Special Needs Trusts and ABLE AccountsTia Marsili, Director of Trusts, The Arc of Northern Virginia
January – Navigating Employment Opportunities for People with DisabilitiesCheryl Bates-Harris, Senior Disability Advocacy Specialist, National Disability Rights Network

 

2016

December  Social Security: The Application and Appeal Process for SSI and SSDI, Derek Cervoni, Attorney, Cervoni Disability Law, PLLC
November  Managing Property in a Special Needs Trust: Tia Marsili, Director of Trusts, The Arc of Northern Virginia;  Cindy McDonald, Senior Vice President, Key Private Bank; Kelly Thompson, Attorney, Thompson Wildhack, PLC; Jeannie Cummins, Regional Housing Specialist, Department of Behavioral Health and Developmental Services
November – Special Presentation: Special Needs Trust and the ABLE Act: Tia Marsili, Director of Trusts, The Arc of Northern Virginia, & Cindy McDonald, Senior Vice President, Key Private Bank
October  The Arc of Northern Virginia’s Beneficiary Advocacy Services: Megan Rusciano, Beneficiary Advocate
September  Special Needs Trusts, Introducing our New Trustee, and ABLE Accounts
July  Letter of Intent: Evelyn Gu, Trust Manager & Megan Rusciano, Beneficiary Advocate
June  Divorce and the Child with Disabilities:  Courtney McCarthy, Esq., McCarty Law PLLC & Anne M. Heishman, Dingman Labowitz P.C.
May – Managing Property in a Special Needs Trust -Robert Bullock Esq., CELA, CAP, The Elder & Disability Law Center
April  Financial Planning–  Chad J. Knicely, of the  New York Life Insurance Company
March  Mental Health and Planning for Your Child’s Independence
February  Special Needs Trusts (SNT):  Michael D. Toobin, Law Office of Michael D. Toobin
January  – DMV-Connect: DMV sets up shop at The Arc offices.

 

2015

December – Legal Authority, Guest presenter, Valerie Geiger
November
  Innovations in Technology, Guest presenter, Kymberly DeLoatche