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October 21, 2021 Webinar #2: Real Estate in a Special Needs Trust

by Elaine Farrell | Oct 21, 2021 | 2021 Webinars, SNT Series

Presented by: Harvey, Ballard and BornsteinAnthony L. Marone, Esq.Anthony.marone@hbblic.com S&T Wealth ManagementStephen J. McGann, CTFA, AEP, Vice President, Wealth Management Advisorstephen.mcgann@stbank.comGeoffrey McCarthy, JD, CTFA, VP, Senior Wealth...

September 29, 2021 Webinar #1: Best Practices for Making Distributions from a Special Needs Trust For a Beneficiary Receiving SSI

by Elaine Farrell | Sep 29, 2021 | 2021 Webinars, SNT Series

Presented by: Law Offices of Anna SappingtonAnna Sappington, Esq.anna@sappingtonlaw.com Commonwealth Community TrustKaren Dunivan Konvicka, JD, Director of Client Services and General Counsel kkonvicka@trustcct.orgModerated by Anthony Marone, Esq., Harvey, Ballard and...

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