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THE ALTERNATIVE TO A SPECIAL NEEDS TRUST IN PERSONAL INJURY CASES

1. Is the Trust Necessary? Are public benefits, such as SSI and Medicaid, important to the client? The attorney must consider the restrictions on distributions. There are three important factors that must e considered before determining to use a self-settled special needs trust: Sole Benefit of Rule. Distributions from self-settled special needs trusts must meet…

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USE OF CREDIT CARDS AND GIFT CARDS IN ADMINISTERING A SPECIAL NEEDS TRUST

[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] In administering a special needs trust, it is crucial that the trustee not advance cash to the beneficiary. Historically, beneficiaries have sent their bills to the trustee for payment. An easier way to accomplish this objective is to…

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FACT GUIDE FOR NATIONAL TRUST TRAINING: THE IMPACT ON SPECIAL NEEDS TRUSTS

[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] FACT GUIDE FOR NATIONAL TRUST TRAINING:  THE IMPACT ON SPECIAL NEEDS TRUSTS by Thomas D. Begley, Jr., CELA The Social Security Administration (SSA) has divided the country into ten Regions. Historically, each Region has had one individual primarily…

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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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