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Upcoming Events

Lili will be speaking at a variety of upcoming engagements, including:

Lili will be speaking at a variety of upcoming engagements, including:

April 19 – National Webinar: “The Platinum Retirement Challenge – Gray Divorce” for the Retirement Resource Center Professional Development Series at https://www.retirement-resource-center.com/

May 2 – New York City Bar on the financial issues in divorce: “Divorce 101.”

June 1 – FPA New York Chapter with Jeremy Doyle, BNY Mellon Title: “Divorce and Taxes.”

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The differences between ABLE accounts and SNT Special Needs Trusts - prepared by Lili Vasileff
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ABLE Account vs. Special Needs Trust (SNT)

ABLE accounts and SNTs are complementary tools — ABLE offers quick, tax advantaged access to $19,000/year for disability related expenses, while SNTs protect larger assets and cover supplemental needs without affecting Medicaid or SSI eligibility.

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