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THE FUTURE OF SPECIAL NEEDS PLANNING

[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] THE FUTURE OF SPECIAL NEEDS PLANNING by Thomas D. Begley, Jr., CELA Special needs planning is a process of planning for the legal, personal, and financial needs of an individual with disabilities to enhance the quality of life…

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THE FUTURE OF SPECIAL NEEDS PLANNING

by Thomas D. Begley, Jr., CELA Special needs planning is a process of planning for the legal, personal, and financial needs of an individual with disabilities to enhance the quality of life of that person to allow them to reach their full potential.  It is interesting to examine the historical treatment of persons with disabilities. …

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THE PERILS OF SERVING AS TRUSTEE OF A SPECIAL NEEDS TRUST

Two recent New York cases and an unofficial conversation with an unnamed official at the Pennsylvania Department of Public Welfare show trustees the importance of understanding their duties as trustees and putting the beneficiary first.  The cases are on opposite ends of the spectrum.  The first case[1] involved a Special Needs Trust with J.P. Morgan…

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PLANNING FOR PEOPLE WITH DISABILITIES

Some 43 million Americans have one or more physical or mental disabilities.[1] This number is increasing as disabilities such as Autism and Alzheimer’s disease become more prevalent. Disabilities do not discriminate on the basis of age, race, or national origin. Some individuals with disabilities are wealthy, some are poor, many are middle class. An elder…

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