Enrichment courses offered for Farmington Public School employees ONLY!
This program aims to provide a comprehensive understanding of trusts, explaining how they function and when they may or may not be appropriate. It will cover the various types of trusts and their benefits, including tax minimization, asset protection from ex-spouses and creditors, preserving public benefits for loved ones, and supporting beneficiaries with disabilities or special needs. Additionally, the program will address the potential to avoid probate using trusts. Whether you are new to trusts or have some knowledge, the goal is to help you understand how trusts can be valuable tools in estate planning. All participants will receive an informational booklet created by an estate planning and elder law firm.
Balancing everyday responsibilities and expectations can be challenging when you are caring for a loved one living with a disability. Add estate or special needs planning for the future into the mix, and it may feel utterly overwhelming. Attorney Colleen Masse understands what you are feeling and can guide you through your planning process in a straightforward and compassionate manner.
As Chair of our Special Needs Planning department and the Fiduciary Services department, Colleen can help you with a wide array of planning needs. She can partner with you on creating your comprehensive estate plan or laying out long-term care planning techniques that will protect your assets.
She can also show you how to use a Special Needs Trust to maintain and improve your quality of life, and to protect your money so you can afford the care you need for the long run. Colleen knows public benefits inside and out and can guide you through the eligibility process in a way that won’t jeopardize your eligibility for government benefits.
Before joining us, Colleen was with PLAN of CT where she worked with families and their attorneys to determine the appropriate trust type for the families’ given situation. She also worked with the Connecticut State Department of Education where she represented students in the care of the Connecticut Department of Children and Families (DCF). In this role, she advocated for children with special education needs – filing complaints, performing record reviews, and communicating with various agencies and providers.
Czepiga Daly Pope & Perri - Colleen Masse
