»  Begley Law Group Invites New Jersey Attorneys to Elder Law Crash Course

Begley Law Group Invites New Jersey Attorneys to Elder Law Crash Course

The Begley Law Group

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.

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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