Begley Law Group Invites New Jersey Attorneys to Elder Law Crash Course
Moorestown, NJ (Law Firm Newswire) July 22, 2014 - On November 4th, the expert elder law attorneys of the Begley Law Group will teach a one-day “crash course” on the essentials of elder law for legal practitioners.
As Americans live longer and longer, elder law practices have grown and grown. Attorneys hoping to expand their practice into this area need to master a number of particular issues. To serve this need in a time-saavy legal culture, the Begley Law Group has condensed the essential information into an intensive “Elder Law in a Day” crash course.
Lawyers will travel from across the state to attend lectures and discussions on the core issues of this legal area. Each presentation will help build a thorough understanding of the needs of elder law clients, from early estate planning to trusts maintained years after a client’s passing. Attendees will learn the ins and outs of estate planning, long term care, Medicaid planning, estate administration, probate litigation, guardianship, third-party special needs trusts and more.
The considerable majority of the expert panel are part of Begley Law Group’s celebrated legal team. Thomas D. Begley Jr. will act as moderator and personally break down the basics of Medicaid trusts. Ethan Ordog will guide attendees through the legal intricacies of guardianship in elder law. Kathleen A.Browning Sheridan will discuss estate administration, while Gary Mazart will discuss estate planning as it specifically pertains to middle-class America. Later in the afternoon, Kristen Behrens will expand on elder law administration to focus on trust administration.
The day will close with a panel discussion on the Windsor Decision, which has impacted tax and public benefits. This event is presented in cooperation with the NJSBA Elder & Disability Law Section. The course has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey. Attendance will total 7.3 hours of CLE credit.
General tuition is $200, and door registration will cost $220. For more information and to enroll, please visit NJICLE online.
Begley Law Group, P.C.
509 S. Lenola Road, Building 7
Moorestown, NJ 08057
- 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. 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. 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. These trusts have traditionally been used in crisis planning. They can be established for the benefit of disabled persons—a Disability Annuity Trust (“DAT”). 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. However, some states, including New Jersey, maintain that despite the clear [...]