14 Dec 2010
December 14, 2010

Top 12 New Jersey Elder Law Cases Decided In 2010

Annuities, Care Contracts, Elder Law, Gifts, Medicaid, Medicaid Planning, Promissory Notes, Social Security Benefits, Supplemental Security Income (SSI) Benefits, Transfers to "Caregiver" Child(ren), Trusts 0 Comment

Here are my selections for the top ten (10) twelve (12) New Jersey elder law / public benefits / Medicaid cases decided in 2010: (1) R.C. v. Division of Medical Assistance and Health Services and Hudson County Board of Social Services, OAK DKT. NO. HMA 08047 – 10 (Hudson County, October 22, 2010): Judge Awards.. read more →

20 Nov 2009
November 20, 2009

Superior Court Judge Upholds Her Decision Authorizing The Establishment Of Third Party Special Needs Trusts Within An Intestate Estate

Intestacy, Intestate Estate, Medicaid Planning, Special Needs Planning, Trusts 0 Comment

I previously blogged about an Order entered in July 2009 by Hon. Patricia Del Bueno Cleary, J.S.C., a Superior Court Judge in Monmouth County, who granted my motion authorizing my client, the Administrator of his mother’s intestate estate, to (1) establish two Supplemental Benefits Trusts to protect the intestate shares of the estate which passed.. read more →

29 Oct 2009
October 29, 2009

Unusual Special Needs Trust Distribution Requests

Distribution Planning, Medicaid, Medicaid Planning, Special Needs Planning, Special Needs Trusts, Supplemental Security Income (SSI) Benefits, Trusts 0 Comment

Special needs trusts (also known as “supplemental needs” trusts) allow a disabled beneficiary to receive gifts, lawsuit settlements, or other funds and yet not lose his or her eligibility for certain government programs. Such trusts are drafted so that the funds will not be considered to belong to the beneficiary in determining eligibility for public.. read more →

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