On November 5, 2019, I presented at the Fall Meeting of the Essex/Hudson/Union Chapter of the New Jersey Association of Public Accountants held at Kean University in Hillside, New Jersey. I presented an overview of the various types of revocable and irrevocable trusts used by estate planners and by elder law and special needs planning practitioners to assist elderly and disabled clients achieve eligibility for needs-based public benefits.

I provided attendees with a PowerPoint presentation. My PowerPoint presentation follows:

Download (PPT, 752KB)

For additional information concerning estate planning and administration, visit:

Estate Planning and Administration

For additional information concerning Medicaid and public benefits planning, visit:

NJ Medicaid and Public Benefits Planning

 

 

 

 

 

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