» 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

  • DeCambre Reversed
    By Thomas D. Begley, Jr., CELA Section 8 of the Federal Housing Act of 1937 provides a rental assistance program for low-income families and individuals. HUD pays rental subsidies so eligible families can afford decent, safe and sanitary housing. The programs are generally administered by Public Housing Agencies (PHAs). Generally, the family pays 30% of its adjusted monthly income for rent. Household income must be within the applicable limit established by HUD. The limits are based on family size and locality. Family members must be U.S. citizens or eligible aliens. There are income limits. Income includes Social Security and Disability [...]
  • 10 THINGS YOU NEED TO KNOW ABOUT ABLE ACCOUNTS
    by Thomas D. Begley, Jr., Esquire, CELA On December 16, 2014, Congress enacted and sent to the President for signature an Act known as Achieving a Better Life Experience (ABLE) Act of 2014.[1] This Act is to provide a tax-favored account, similar to a 529 Plan, for individuals with disabilities to pay for qualified expenses. The effective date of this legislation was December 31, 2014. Highlights of this Act are as follows: State Established or Contracted. Each state is authorized to establish and operate an ABLE program. This must be done by each state before these accounts can be opened [...]
  • ADVANTAGES AND DISADVANTAGES OF ABLE ACCOUNTS
    by Thomas D. Begley, Jr., Esquire, CELA Congress enacted and the President has signed legislation known as the Achieving a Better Life Experience (ABLE) Act of 2014.387 The Act is modeled on 529 Plans and will provide tax-favored accounts for individuals with disabilities to pay for qualified expenses. Before these accounts can be implemented, two things must happen: (1) the federal government must adopt regulations governing the accounts, and (2) state must either create their own ABLE accounts or contract with other states to do so. It is likely that these accounts will operate in a manner similar to existing [...]

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



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

* indicates required