856.235.8501

PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 1

by Thomas D. Begley, Jr., CELA General According to Annual Disability Statistics Compendium published by the federal government, in 2014 there were 39,674,679 individuals with disabilities living in the community, a prevalence rate of 12.6%. This number is increasing as disabilities, such as Autism and Alzheimer’s Disease, become more prevalent. Non-institutionalized civilians with disabilities age…

Read More

PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 2

by Thomas D. Begley, Jr., CELA General This is the second part in a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to establish a trust and some of the requirements for a Special Needs Trust (SNT).  This article will focus on when to use a Self-Settled Special…

Read More

PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 3

by Thomas D. Begley, Jr., CELA General This is the third part of a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to establish a trust and some of the requirements for a Special Needs Trust (SNT).  Part 2 discussed Self-Settled Special Needs Trusts (SSSNTs).  This article will…

Read More

PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 4

by Thomas D. Begley, Jr., CELA General This is the fourth part of a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to establish a trust.  Part 2 discussed Self-Settled Special Needs Trusts (SSSNTs).  Part 3 discussed Third Party Special Needs Trusts (TPSNT).  This article will focus on…

Read More