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Here Are Ten Reasons to Select a Professional Trustee – Begley Report

By:  Thomas D. Begley, Jr., Esquire, CELA [Article originally published in the Barrister] Attorneys prepare many types of trusts.  The trusts are for multiple purposes.  They include special needs trusts, standard support trusts, discretionary support trusts, disclaimer trusts, bloodline trusts, incentive-based trusts, retirement plan trusts, and trusts for Medicaid planning purposes. Occasionally, it is appropriate to have a family…

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How to Protect Your Retirement Plan From the New Death Tax – Begley Report

By:  Thomas D. Begley, Jr., Esquire, CELA The SECURE Act passed by Congress and signed by President Trump became effective on January 1, 2020.  The provisions of the SECURE Act apply to Qualified Retirement Plans and IRAs.  The law is designed to raise approximately $16 billion for the Treasury, and to prevent retirement plans for being used as…

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Managed Long-Term Services and Supports – Begley Report

by Thomas D. Begley, Jr., Esquire, CELA As of July 1, 2014, what was formerly known as Global Options for Long-Term Care (GO) is now known as Managed Long-Term Services and Supports. (MLTSS).  Individuals previously receiving benefits under AIDS Community Care Alternatives Program (ACCAP), Community Resources for People with Disabilities (CRPD) and Traumatic Brain Injury (TBI)…

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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 see…

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