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My Client Received A Personal Injury Settlement, He Is On Medicaid, Does He Need A Special Needs Trust? – Begley Report

by Thomas D. Begley, Jr., Esquire, CELA GENERAL An extremely important source of funding for medical needs for persons with disabilities is Medicaid.  When a person is receiving Medicaid, the first question is whether a Special Needs Trust (SNT) is required.  There are a number of pathways to Medicaid.  If the individual’s Medicaid is means-tested,…

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Veterans Administration Aid And Attendance Benefits – Begley Report

INTRODUCTION “America’s veterans deserve the best health care and compensation system we can provide.”  (Anthony Principi, Secretary of Veterans Affairs, News Release, February 3, 2003).  While there are several different commonly known types of VA benefits available to veterans or widow(er)s of veterans, most people are unaware of the benefits available to senior citizens who…

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PLANNING FOR SPECIAL NEEDS CHILDREN AFTER WE ARE GONE – Begley Report

By:  Thomas D. Begley, Jr., Esquire, CELA Planning for children with special needs is extremely important, and often completely overlooked or done haphazardly.  The problem is many of our children with disabilities will be unable to take care of themselves after we are gone.  As long as we are living, we will do everything necessary to…

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Understanding Estate Planning – Begley Report

By Thomas D. Begley, Jr. WHAT IS ESTATE PLANNING? Estate planning is the process by which an individual defines his or her goals for passing assets to beneficiaries and chooses appropriate tools and strategies for achieving those goals.  The process begins with a careful analysis of one’s situation, objectives, and potential tax liability. Only after…

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