Essex County Estate Planning Council Breakfast Meeting - Planning for Young People with Disabilities

Date: Tuesday, March 26, 2013
Time: 7:30 AM - 9:00 AM
Location: Spinelli's Restaurant - Route One, Lynnfield, MA
Speaker: Jan P. Myskowski & Donald Freedman, Esq.

Join us for the next breakfast meeting of the Essex County Estate Planning Council where we will hear Jan P. Myskowski and Donald Freedman speak about issues relating to the transition of children with disabilities to adulthood. To be covered at this exciting and informative session include such topics as:

· Substitute decision making (whether guardianship will be appropriate once parental authority ends at age 18);
· The different public benefits programs that are available to adults as opposed to minors;
· The shift from the supports provided by the public education system to supports provided by adult services programs;
· The role that special needs trusts can play in facilitating the management and protection of assets for an adult child:
o whether those be assets acquired by the adult child individually (self-settled trusts),
o or assets made available by gift or inheritance from parents or other family members (third party trusts).


 You may pay online, at the door, or forward your check to:

David G. Strachan, Jr. Vice President and Trust Officer, Cambridge Trust Company

1336 Massachusetts Avenue, Cambridge, MA 02138.

We look forward to seeing you at this fun and informative event which has been sponsored at a Bronze Level by both Robert A. Gurman, CFP, CLU, ChFC, AEP, CASL, Financial Services Executive at Tower Wealth Advisors, an Office of MetLife, and Jennifer B. Koiles & Associates, a law firm specializing in all aspects of Family Law.

Jan P. Myskowski is a shareholder at Gallagher, Callahan & Gartrell, P.C., in Concord, New Hampshire.  He has practiced in the area of trusts and estates for over 20 years and is a Fellow of the American College of Trust and Estate Counsel and is a founding member and past President of the New Hampshire Chapter of the National Academy of Elder Law Attorneys.  Licensed in both Massachusetts and New Hampshire, Jan’s practice includes complex public benefits and special needs trust planning.

Donald N. Freedman is a principal at Rosenberg, Freedman & Lee LLP, in Newton, Massachusetts. Over the last 40 years, he has concentrated his practice on special estate planning for families with children with disabilities and other special needs, work- and entitlement-related legal problems of adults with disabilities, elder law and advising trustees, guardians and other fiduciaries on most appropriately meeting their responsibilities. A past member of the Governor's Commission on Mental Retardation and current board chair of the Learning Prep School for children with special needs, he was named a "Scholar-Mentor" by Massachusetts Continuing Legal Education for career-long contributions to legal education in 2009.


If you or your company are interested in sponsoring future Essex County Estate Planning Council events, please contact Heidi L. Hason, CFP at 978.922.4141 or

See Upcoming Event Calendar