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 Contact Megan Rusciano or 703-208-1119 x120

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 March 2, 2018

March 2 -Finances within a Special Needs Trust: Disbursements, Budgets, and Actuaries: 10:00 am – 12:00 pm

Special Needs Trusts are an important tool to help people with disabilities save money without jeopardizing public benefits and develop financial literacy. In this presentation, learn more about the Trust’s disbursement process and how to budget money within the Trust using actuaries.

Presenter: Trini Nsabimana, Account Manager, The Arc of Northern Virginia

Can’t make it in person? Try a webinar!

Register for the Webinar

 


REGISTER FOR April 6, 2018

April 6, Empowerment through Assistive technology at Home and in the Workplace

In this presentation, learn how people with disabilities can be empowered to live as independently as possible through state of the art technology.
Presenters:  TBD

Register 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.

February 27th,  2018

March 13th, 2018

April 10th, 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

learn more

Next workshop: Thursday, February 22nd | 10:00am-12pm
Topic: An Exploration of Financial Strategies to Benefit You and Your Family 
At this workshop you will learn a range of financial strategies to ensure that you will meet your financial goals. REGISTER HERE.

 


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

November, 2015 – Innovations in Technology, Guest presenter, Kymberly DeLoatche
December, 2015 – Legal Authority, Guest presenter, Valerie Geiger

2016

January  8 -DMV-Connect: DMV sets up shop at The Arc offices.
February 5 -Special Needs Trusts (SNT):  Michael D. Toobin, Law Office of Michael D. Toobin
March 4 – Mental Health and Planning for Your Child’s Independence
April 1 – Financial Planning-  Chad J. Knicely, of the  New York Life Insurance Company
May 6 – Managing Property in a Special Needs Trust -Robert Bullock Esq., CELA, CAP, The Elder & Disability Law Center
June 3 – Divorce and the Child with Disabilities:  Courtney McCarthy, Esq., McCarty Law PLLC & Anne M. Heishman, Dingman Labowitz P.C.
July 8 – Letter of Intent: Evelyn Gu, Trust Manager & Megan Rusciano, Beneficiary Advocate
September 9 – Special Needs Trusts, Introducing our New Trustee, and ABLE Accounts
October 7 – The Arc of Northern Virginia’s Beneficiary Advocacy Services: Megan Rusciano, Beneficiary Advocate
November 4 – 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 4 – 1:00pm – 3:00pm:  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
December 2 – Social Security: The Application and Appeal Process for SSI and SSDI, Derek Cervoni, Attorney, Cervoni Disability Law, PLLC

2017

January 6 – Navigating Employment Opportunities for People with Disabilities: Cheryl Bates-Harris, Senior Disability Advocacy Specialist, National Disability Rights Network
February 3 – Special Needs Trusts and ABLE Accounts: Tia Marsili, Director of Trusts, The Arc of Northern Virginia
March 3 – Finances within a Special Needs Trust: Disbursements, Budgets, and Actuaries – Trini Nsabimana, Trust Associate, The Arc of Northern Virginia
April 7 – 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
May 5 – 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
June 2 – Special Needs Trusts and ABLE Accounts – Tia Marsili, Director of Trusts, The Arc of Northern Virginia
July 7 -Beneficiary Advocacy Services – Megan Rusciano, Beneficiary advocate, The Arc of Northern Virginia
September 8 – 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
October 13 – 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
November 3 – Managing Real Estate in a Special Needs Trust, Presented 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
December 1 – 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