Estate Planning for the Special Needs of Disabled Adults: Guardianships and Special Needs Trusts

On November 15, 2016, I presented at the Second Annual Caring for Caregivers Conference at the East Rutherford Community Center. The first section of my presentation focused on guardianship law in New Jersey, Public Benefit Basics, and the use of Special Needs Trusts by parents of adult disabled children. The powerpoint slides I prepared for the first part of the presentation follow.

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The powerpoint slides for the second section of my presentation will be provided in a subsequent post. The second presentation focused on Planning for Long-Term Care Needs, Government Sources for Payment of Long-Term Care, rules governing Medicare and Medicaid and eligibility for Pension Benefits from the Department of Veterans Affairs.

For additional information concerning guardianships and fiduciary services, visit:
For additional information concerning special needs trusts and disability planning, visit: