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Recent Legal Developments in Special Needs Planning for Disabled Beneficiaries

On December 3rd, I presented at the 72nd Semi-Annual Tax and Estate Planning Forum sponsored by the NJ Institute for Continuing Legal Education. My...
•December 4, 2014••No comments
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Criminal Conviction for Theft by Daughter who Withdrew Funds from Joint Account with Father Upheld

An appeals court in Maryland has upheld the criminal conviction of a daughter who withdrew funds from a joint account with her father,...
•December 2, 2014••No comments
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Social Security Benefits Deposited Into Special Needs Trust Countable In Determining Medicaid Eligibility

Reversing a trial court, an appeals court ruled that a beneficiary’s Social Security benefits, though deposited each month into a special needs trust,...
•December 1, 2014••No comments
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SSI Federal Payment Amounts for 2015

What is SSI? SSI, or Supplemental Security Income, is a federal program that provides monthly cash payments to people who are aged (65...
•November 26, 2014••No comments
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I will be presenting on December 18th at NJICLE’s Elder Law College 2014 on “Social Security and Veterans Benefits”

  Elder Law College 2014  Presented by the New Jersey Institute of Continuing Legal Education Thu, Dec 18 9:00 AM – 4:00 PM...
•November 25, 2014••No comments
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Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Donec sed odio dui. Etiam porta sem malesuada.