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November 2020
Special Webinar – Meet Our Trustee – KeyBank (Evening Session)
Families and individuals have the opportunity to meet our Trustee, KeyBank. Come and learn more about The Arc of Northern Virginia Trust Team’s partnership with KeyBank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome! We will discuss trust administration, taxes, investments, executing wills, real estate and more. Register for the webinar here KeyBank Presenters: Vincent Miles, CWS®: Vice President, Senior Relationship Manager Cynthia J McDonald, CTFA:…
Find out more »Special Webinar – Meet Our Trustee – KeyBank (Morning Session)
Families and individuals have the opportunity to meet our Trustee, KeyBank. Come and learn more about The Arc of Northern Virginia Trust Team’s partnership with KeyBank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome! We will discuss trust administration, taxes, investments, executing wills, real estate and more. Register for the webinar here KeyBank Presenters: Vincent Miles, CWS®: Vice President, Senior Relationship Manager Cynthia J McDonald, CTFA:…
Find out more »FFFP: Placing Real Estate in a Special Needs Trust (Webinar)
How can I ensure that my loved one with disabilities has a place to live after I'm gone? Can s/he inherit our home? Can we buy a condo? In this presentation, learn how property and real estate can be handled and leveraged in Special Needs Trusts to increase housing opportunities for individuals with disabilities. Register for the webinar here Presenters: Cindy McDonald, Senior Vice President, KeyBank January Phillips, Trust Real Estate Officer, KeyBank Tia Marsili, Director of Trusts, The Arc…
Find out more »Trust Talk Tuesday – November 10, 2020 (ZOOM meeting)
These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at 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 and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.
Find out more »Trust Talk Tuesday – November 24, 2020 (ZOOM meeting)
These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at 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 and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.
Find out more »December 2020
FFFP: Social Security – Application and Appeal Process for SSI & SSDI
Comprehending the intricate web of public benefits available to people with disabilities is difficult. In this presentation, learn how and when to apply for adult disability (SSI and/or SSDI), what to do if you have to appeal a decision to deny benefits, and how to leverage your benefits once you start receiving them. Register for the webinar here Presenters: Derek Cervoni, Attorney Tia Marsili, Director of Trusts, The Arc of Northern Virginia
Find out more »Trust Talk Tuesday – December 8, 2020 (ZOOM meeting)
These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at 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 and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.
Find out more »Trust Talk Tuesday – December 22, 2020 (ZOOM meeting)
These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at 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 and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.
Find out more »January 2021
Trust Talk Tuesday – January 5, 2021 (ZOOM meeting)
These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at 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 and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.
Find out more »FFFP: Special Needs Trusts and ABLE Accounts
It is important to ensure that your child is financially secure when you can no longer provide help. In this presentation, learn about the roles of Special Needs Trusts and ABLE Accounts in safeguarding government benefits while ensuring your child’s personal needs and aspirations are met now and in the future. Register for the webinar here Presenter: Tia Marsili, Director of Trusts, The Arc of Northern Virginia
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