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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 presentation focused on recent developments in planning for disabled beneficiaries, including my recent victory in the New Jersey Supreme Court in the...

An appeals court in Maryland has upheld the criminal conviction of a daughter who withdrew funds from a joint account with her father, holding that her father did not intend to make a gift when he put his daughter’s name on his bank account. Wagner...

Reversing a trial court, an appeals court ruled that a beneficiary’s Social Security benefits, though deposited each month into a special needs trust, were correctly counted as income by Louisiana’s Medicaid agency. Moore v. Louisiana Dept. of Health and Hospitals (La.App.Ct.1st Cir., No. 2014CA0422, Nov. 7,...

What is SSI? SSI, or Supplemental Security Income, is a federal program that provides monthly cash payments to people who are aged (65 or older), as well as for blind or disabled people of any age, including children. To qualify, an applicant must have little...

  Elder Law College 2014  Presented by the New Jersey Institute of Continuing Legal Education Thu, Dec 18 9:00 AM – 4:00 PM Location: Crowne Plaza 690 Route 46 East Fairfield, New Jersey 07004 973-227-9200 If you have an interest in representing the graying segment of our...