“Use of Special Needs Trusts in Cases Involving Divorce”  to be presented by leading NJ Elder Law and Estate Planning Attorney, Donald D. Vanarelli, Esq., who will also act as Moderator of the Symposium

Download (PDF, 169KB)

Donald D. Vanarelli, Esq. (http://VanarelliLaw.com/) will moderate and present at the Advanced Special Needs Trust Symposium given by the New Jersey Institute for Continuing Legal Education on December 1, 2016 at the New Jersey Law Center in New Brunswick, NJ.

Mr. Vanarelli will provide an overview of the use of Special Needs Trusts in cases involving divorce to protect spousal and child support awards from impacting needs-based public benefits such as Supplemental Security Income (SSI), Medicaid, services from the Division of Developmental Disabilities (DDD), Section 8 Housing and the like.

For additional information regarding this event, attorneys may contact the New Jersey Institute for Continuing Legal Education (NJICLE) at 732-214-8500 or visit their website at http://www.njicle.com/.

For additional information regarding elder law and estate planning issues, including planning for disability, special needs trusts and divorce issues, contact the Law Office of Donald D. Vanarelli at 908-232-7400, or visit them online at http://VanarelliLaw.com/.

Information about the upcoming Advanced Special Needs Trust Symposium can be found below: 

ADVANCED SPECIAL NEEDS TRUST SYMPOSIUM

DECEMBER 1, 2016, 9:00-4:00

NEW JERSEY LAW CENTER

 

Moderator/Speaker:
Donald D. Vanarelli, Esq.

Recipient, Lifetime Achievement Award, NJ State Bar, Elder and Disability Law Section
Certified Elder Law Attorney by the ABA-accredited National Elder Law Foundation
Past Chair, NJSBA Elder & Disability Law Section
Accredited Veterans Attorney
Former Social Security Claims Representative
Law Offices of Donald D. Vanarelli (Westfield)

Speakers include:
Thomas D. Begley, Jr.                                                                                       

Certified Elder Law Attorney by ABA Accredited National Elder Law Foundation
Past Chair, NJSBA Elder & Disability Law Section
Past Chair, NJSBA Real Property, Probate & Trust Law Section
Fellow of the National Academy of Elder Law Attorneys
Co-author, Special Needs Trust Handbook; Representing the Elderly Client, and Representing the Elderly or Disabled Client
Begley Law Group, PC (Moorestown)

_____________________________________________________________________________________________

Dana Bookbinder, Esq.
Certified as an Elder Law Attorney by ABA Accredited National Elder Law Foundation
Bookbinder Law, LLC (Marlton)

Jane M. Fearn-Zimmer, Esq., LLM
Rothkoff Law Group (Cherry Hill)
Lawrence A. Friedman, Esq.
Certified Elder Law Attorney by ABA Accredited National Elder Law Foundation
Past Chair, NJSBA Elder & Disability Law Section
Awarded the Distinguished Legislative Service Award from the NJSBA
FriedmanLaw (Bridgewater)
Carol Johnston, Esq.
Administrative Office of the Courts
(Trenton)
Gary Mazart, Esq.
Past Chair, NJSBA Elder & Disability LawSection
Editor/Author: New Jersey Elder Law Practice (2010 Supplement, NJICLE)
Schenck Price Smith & King, LLP (Florham Park & Paramus)
Shirley Whitenack, Esq.
Past President, National Academy of Elder Law Attorneys
Past Chair, NJSBA Elder & Disability Law Section
Schenck Price Smith & King, LLP (Florham Park & Paramus)
About The Program:
A special needs trust is a trust designed to ensure that beneficiaries can use property intended for their benefit. Having a solid understanding and road-map can be the difference between success & failure.

When a client comes to you asking for help planning for the financial security and wellbeing of a child with a disability, are you confident that you can handle the situation? This program will provide you with a roadmap to properly plan for the future of the special needs dependent.

Program Agenda:
9:00 – 9:30 Alternatives to SNTs and Why (Settlement Preservation Trusts,
Medicare Set-Aside Trust, etc.) – Thomas D. Begley, Jr., Esq.
9:30 – 10:15 First-Party v. Third-Party Special Needs Trust (SNT), “Sole Benefit Of” Trusts, other trusts – Dana Bookbinder, Esq.
10:15 – 10:25 Break
10:25 – 11:15  New Legislation: ABLE Act, ACA, SNT Fairness Act, NDAA (Vet Pensions to SNTs for Disabled Child) – Jane M. Fearn-Zimmer, Esq.
11:15 – 11:45  Use of SNTs in cases involving Divorce – Donald Vanarelli, Esq.
11:45 – 12:30 Lunch
12:30 – 1:15 Reformation; SNTs to Support Trusts; Presenting SNTs for Court Approval –
Shirley Whitenack, Esq.
1:15 – 1:50 Taxation – Gary Mazart, Esq.
1:50 – 2:00 Break
2:00 – 3:00 SNT Administration and segment on proposed changes to Uniform Trust Code – Lawrence A. Friedman, Esq.
3:00 – 4:00 Ethics: Conflicts between Grantor, Trustee, Beneficiary – Carol Johnston, Esq.
4:00 Adjourn
CLE Credits:
NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 6.7 hours of total CLE credit.
NJ CLE : This program has been approved for 6.7 CLE credits and ethics credits
PA CLE: 5.5 substantive credits pending ($24 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (nt): 6.5 professional practice credits
CPE: 6.0 taxation credit
About Donald D. Vanarelli 

Recipient of the Marilyn Askin Lifetime Achievement Award from the New Jersey State Bar Association’s Elder and Disability Law Section, Donald D. Vanarelli is a Certified Elder Law Attorney, and a member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys. Mr. Vanarelli is also an Accredited Veterans Attorney and an Accredited Professional Mediator. He has successfully litigated cases in New Jersey’s Supreme Court and in federal court. Mr. Vanarelli represents seniors, the disabled and their families in estate planning, financing long-term medical care, nursing home issues, qualifying for Supplemental Security Income, Medicaid and other public benefits, special needs planning, and litigation, including probate, elder abuse and guardianship lawsuits.

About The Law Office of Donald D. Vanarelli 

Located in Westfield, New Jersey, the firm provides a broad range of legal services for seniors, the disabled and their families. The law firm guides clients through complex legal areas including public benefits planning, trial advocacy and court procedures, the administrative process, as well as estate and gift tax laws.

Contact: Ginny Morrissey, The Law Office of Donald D. Vanarelli, Tel: 908-232-7400, Email: gmorrissey@VanarellilLaw.com

For additional information concerning special needs trusts and disability planning, visit: https://vanarellilaw.com/special-needs-disability-planning/
For additional information concerning New Jersey divorce law, visit: https://vanarellilaw.com/family-law-services/#sdpnj