» Begley Law Group Presents at Elder Law Day in Cooperation with NJSBA Elder & Disability Law Section

Begley Law Group Presents at Elder Law Day in Cooperation with NJSBA Elder & Disability Law Section

Moorestown, NJ (Law Firm Newswire) July 19, 2013 - The Begley Law Group elder law, estate planning and special needs trusts attorneys are participating in an Elder Law Day for legal professionals July 24, 2013.

The Begley Law Group

"The continued ‘graying’ of the U.S. population means elder law will continue to be a huge growth area for law firms and attorneys who offer comprehensive elder law services," commented New Jersey elder law attorney Thomas D. Begley, Jr. "Elder Law Day is a one-day crash course which examines the key issues elder law attorneys need to know to best support their clients."

Presented in cooperation with the New Jersey State Bar Association, Elder Law Day faculty are experienced elder law practitioners who present on elder law practice topics including: long-term care; guardianships; estate administration; estate planning; Medicaid planning trusts; third-party special needs trusts; probate litigation and more. Elder Law Day is designed to give attorneys a comprehensive elder law overview in just one day.

Topics include Fiduciary Accountings as explained by Begley Law Group attorney Ethan Ordog, Basic Long-Term Care Planning presented by Begley Law Group attorney Dana E. Bookbinder, and Begley Law Group attorney Thomas D. Begley, Jr. will discuss Medicaid Planning Trusts. Other topics include Special Needs Trusts, Ethics, Physician Orders for Life-Sustaining Treatment, Designating Trusts as Beneficiaries of IRAs and other Retirement Assets: More of the Same After ATRA 2012 and ACA 2010, and Community Based Waiver Programs.

The Elder Law Day program is approved by the Board on Continuing Legal Education (CLE) of the Supreme Court of New Jersey for 7.1 hours of total CLE credit. Of these, 1.2 qualify as hours of credit for ethics/professionalism.

The event is scheduled for Wednesday, July 24, from 9:00 AM to 4:00 PM at the New Jersey Law Center, One Constitution Square, New Brunswick, NJ. Please call 732-214-8500 for more information.

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 Super Lawyers award. Begley Law Group attorneys are experts at elder and disability law and are at the forefront of the latest legislative developments that are critical for the rights of their clients.

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

  • 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
    by Thomas D. Begley, Jr., CELA Funding Many clients who use Children’s Trusts as part of their Medicaid planning are non-crisis planning clients. They either have an early diagnosis or are elderly but in good health. They are doing advance planning and want a sense of independence. They do not want all of their assets in a trust. Good practice dictates that the lawyer have a discussion with the client and determine how much the client feels should be kept out of the trust to give the client a feeling of comfort. The client should understand that the funds retained [...]
  • CHILDREN’S TRUSTS AND MEDICAID PLANNING
    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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