» Begley Law Group to Present to Society of Settlement Planners in Las Vegas

Begley Law Group to Present to Society of Settlement Planners in Las Vegas

Moorestown, NJ (Law Firm Newswire) April 29, 2013 - Attorney’s from Begley Law Group are attending and presenting to the Society of Settlement Planners at their annual conference in Las Vegas this May.

This year’s conference is being held at the Vdara Hotel, May 5th through the 7th. Tom Begley, Jr. and Kristen L. Behrens of Begley Law Group will be speaking to the planners at three different sessions during the conference.

“The Society of Settlement Planners Conference is a great opportunity for us to learn from our colleagues,” said New Jersey elder lawyer Tom Begley, Jr. “But it also gives us a chance to share what the team at Begley Law Group has learned about key issues affecting settlement planning.”

On Monday, May 6th at 1:15 pm Tom Begley presents “The Impact of the Affordable Care Act on Personal Injury Settlements, Structured Settlements, and Special Needs Trusts.” This presentation is a study of the significant changes the Affordable Care Act brings to settlement planning.

Immediately following at 2:00 pm, Mr. Begley is part of a panel to discuss Affordable Care Act issues.

Then on Tuesday, May 7th at 9:45 am, Kristen Behrens presents “Spend Down: How to Know When to Splurge.” This session will discuss what a spend down is; when to use it; and how to effectively spend down a lawsuit recovery.

The Society of Settlement Planners is a non-profit organization, created to benefit the public by helping to ensure that settlement planning advice and services are delivered by competent, ethical settlement planners. The 2013 Conference will also feature presentations on topics including; Understanding the Kiddie Tax, Embracing the Affordable Care Act and Planning Alternatives in a Low-Rate Environment.

Begley Law Group is a premier law firm with more than 75 years of experience in the New Jersey area. Every partner at Begley Law Group is a recipient of the prestigious New Jersey SuperLawyers award. They are experts at elder and disability law and keenly aware of the latest legislative developments that are critical for their clients.

To learn more about Begley Law Group or to contact a New Jersey estate planning lawyer or Philadelphia estate planning lawyer, call 1.800.533.7227 or visit www.begleylawgroup.com.

Colleen Caruso
Begley Law Group, P.C.
509 S. Lenola Road, Building 7
Moorestown, NJ 08057
Tel: 800.533.7227


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  • COMPARISON BETWEEN TRANSFERS TO CHILDREN’S TRUSTS AND TRANSFERS TO INDIVIDUALS
    by Thomas D. Begley, Jr., CELA The following chart compares the advantages and disadvantages of an outright transfer of assets and putting assets in a Children’s Trust. Trusts v. Transfers Comparison Issue                    Children’s Trusts      Individuals Look-Back Five Years Five Years Control None None Risk Avoidance Yes No Estate Recovery Maybe No Income Tax Parent Children Gift Tax Maybe Yes Step Up in Basis Yes No Principal Residence Exclusion Yes No    
  • FUNDING AND TAX CONSIDERATIONS INVOLVING CHILDREN’S TRUSTS IN MEDICAID PLANNING
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    by Thomas D. Begley, Jr., CELA (Originally published in the June issue of “The Straight Word”) Under a Children’s Trust typically a parent transfers assets to an irrevocable trust for the benefit of her children and reserves no right to access to either income or principal. One or more children usually serve as trustee. The trust document authorizes the trustee to distribute income and principal to children, subject to the approval of a trust advisor who is not a trust beneficiary. The trust advisor may be a spouse of a trust beneficiary or even an attorney or law firm. A [...]

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