» Dana Bookbinder to Speak on Special Needs Trusts for NJ ICLE

Dana Bookbinder to Speak on Special Needs Trusts for NJ ICLE

Moorestown, NJ (Law Firm Newswire) June 10, 2012 - Begley Law Group attorney Dana E. Bookbinder is speaking at the NJ ICLE seminar, "Special Needs Trusts: Key Strategies for Successful Planning & Administration."

The Begley Law Group

The seminar addresses the basics of special needs trusts. A special needs trust is designed to ensure that beneficiaries can use the assets as intended for their benefit. For attorneys, it is imperative that they have a solid understanding of the extensive issues that can be involved to best help clients plan for the financial security of a child with a disability.

"This special needs trust seminar is designed to give legal professionals a guide to properly plan for the future of the special needs dependent," stated Begley Law Group attorney Dana Bookbinder.

Bookbinder is speaking about the possible impact of the Affordable Care Act. Other topics covered include: how to set up a discretionary trust to supplement SSI income; advantages of trusts; tips on document drafting; how to best select a trustee and an overview of the trustee's duties; and issues in liquidation.

This NJ ICLE program has been approved by the Board on Continuing Legal Education of the Supreme Court of New jersey for up to 4.5 hours of total CLE credit. The seminar is in New Brunswick on Thursday June 27, from 9 a.m. to 1 p.m. at the NJ Law Center. Parties interested in registering can go to NJICLE.com for details or call 732-214-8500.

Attorney Bookbinder is a Certified Elder Law Attorney (CELA), accredited by the National Elder Law Foundation, and a Series 65 licensed investment advisor. Her practice areas focus on estate planning, disability planning, asset protection planning, elder law, life care planning, veteran’s planning, and estate & trust administration. She is also an accredited attorney for the preparation, presentation and prosecution of claims for veteran’s benefits before the Department of Veterans Affairs (VA). She has written about legal devices for asset, estate and tax planning for the New Jersey Law Journal’s Financial Planning Supplement, and is a member of the New Jersey State, Pennsylvania and District of Columbia bar associations.

Learn more at http://www.begleylawyer.com/

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

  • Financing Long-Term Care in New Jersey 2017
    Statistics show that approximately 70% of the population age 65 or over will require some form of long-term care. Some will be there for relatively short periods of time. These are usually stroke or accident victims or surgery patients who are doing rehabilitation. A significant percentage will remain in a nursing home for an extended period of time. These are usually Alzheimer’s, Parkinson’s or other Dementia patients. A statistic widely quoted is that the average stay in a nursing home is 2.9 years. This statistic is somewhat misleading, because the persons receiving rehabilitation are often discharged in one month or [...]
  • FUNDING SPECIAL NEEDS TRUSTS
    by Thomas D. Begley, Jr., CELA Overview Estate planning attorneys are regularly called upon to draft trusts for their clients’ children with disabilities. Typically, these children are determined to be disabled by the Social Security Administration and are receiving SSI, Medicaid, or other means-tested public benefits. The goal of the parent in establishing the trust is to maintain public benefits for the child with disabilities while providing an inheritance to enrich the child’s life. The inheritance is to supplement, not supplant, public benefits. There is an old adage that there are two ways to screw up a Special Needs Trust: [...]
  • ESTATE PLANNING FOR DIGITAL ASSETS
    by Thomas D. Begley, Jr., CELA The Uniform Law Commission has proposed an Act titled “Revised Uniform Fiduciary Access as to Digital Assets Act” (Revised 2015). The Act has been adopted in 20 states.[1] The Act was introduced in 2016 in 12 additional states.[2] Under the Act, a fiduciary is defined as a person appointed to manage the property of another person, subject to strict duties to act in the other person’s best interest. Common types of fiduciaries include executors of a decedent’s estate, trustees, conservators, and agents under a power of attorney. The purpose of the Act is to [...]

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



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

* indicates required