» 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

  • 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