856.235.8501

TEN REASONS WHY A SPECIAL NEEDS TRUST SHOULD NEVER BE INCLUDED IN A WILL

by Thomas D. Begley, Jr., Esquire, CELA [Article originally published in The Barrister] Many clients who have a family members with disabilities who are receiving means-tested public benefits, such as SSI, Medicaid, Medicaid Waiver Programs, etc., want to establish a Special Needs Trust for the benefit of that family member so that the family member…

Read More

MEDICAID AND THE HOME – PART 2

by Thomas D. Begley, Jr., CELA [Article originally published in Straight Word]  This is the second part of a two-part series on Medicaid and the home.  The previous article discussed the circumstances under which the home would be a non-countable asset, the five forms of ownership, income and real state taxation, estate recovery, risk factors,…

Read More

MEDICAID AND THE HOME – PART 1

by Thomas D. Begley, Jr., CELA           This is the first part of a two-part series on Medicaid and the home.  The most valuable asset that most Medicaid planning clients have is their home.  They also have very strong emotional attachments to the home.  There are a number of strategies available…

Read More

A TEN-STEP ANALYSIS TO MINIMIZE THE IMPACT OF A PERSONAL INJURY SETTLEMENT ON A PLAINTIFF RECEIVING PUBLIC BENEFITS

by Thomas D. Begley, Jr., Esquire, CELA             Many public benefits are means-tested and the receipt of a personal injury settlement will frequently disqualify the plaintiff from continuing to receive those public benefits.  There are many public benefits, but the most commons ones are SSI, Medicaid, SSDI, Medicare, Section 8 House, SNAP (Food Stamps), and Veterans Aid…

Read More