» 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


View Larger Map

  • ESTABLISHING A DISABILITY ANNUITY TRUST FOR A BENEFICIARY RECEIVING SSDI OR SSI
    by Thomas D. Begley, Jr., CELA A Disability Annuity Trust (“DAT”) can be established for a disabled child or any disabled individual.[1] However, in considering the use of a DAT for a disabled person, care must be taken to examine the other government benefits currently being received, or which may be received in the future by the person with disabilities. If the person with disabilities is receiving Supplemental Security Disability Income (“SSDI”), this is usually accompanied by Medicare. SSDI and Medicare are insurance-based programs, rather than means-based programs. Receipt of income from the DAT would not cause a loss of [...]
  • WHAT DOES “SOLE BENEFIT OF” MEAN WITH RESPECT TO A DISABILITY ANNUITY TRUST
    by Thomas D. Begley, Jr., CELA The key issue concerning trusts “for the sole benefit of” is availability. In a private letter, HCFA, now CMS, has taken the position that a trust established for the sole benefit of a community spouse under HCFA Transmittal 64 is an available resource.[1] HCFA maintained that there is a material difference between a standard annuity and an “annuitized” trust. HCFA states: a standard annuity can protect the funds used to purchase the annuity from being counted as resources in determining eligibility for Medicaid. However, there is a fundamental difference between a standard annuity and [...]
  • DISABILITY ANNUITY TRUSTS
    by Thomas D. Begley, Jr., CELA The Concept. A sole benefit of trust is a creature of HCFA Transmittal 64.[1] These trusts have traditionally been used in crisis planning. They can be established for the benefit of disabled persons—a Disability Annuity Trust (“DAT”).[2] The idea is that assets would be transferred to an irrevocable trust for the sole benefit of the disabled individual. The assets in the trust were then paid out to the beneficiary on an actuarially sound basis using the actuarial tables contained in HCFA Transmittal 64.[3] However, some states, including New Jersey, maintain that despite the clear [...]

See other news sources publishing this article. BETA | Tags: , , , , , , , , , , , , , , , ,



Get headlines from Law Firm Newswire sent right to your inbox.

* indicates required