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PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 5

by Thomas D. Begley, Jr., CELA General This is the final part of a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to plan.  Part 2 discussed the use of Self-Settled Special Needs Trusts (SSSNTs).  Part 3 discussed Third Party Special Needs Trusts (TPSNT).  Part 4 discussed Pooled…

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SETTLEMENT PROTECTION TRUSTS

by Thomas D. Begley, Jr., Esquire, CELA What is a Settlement Protection Trust? A Settlement Protection Trust (SPT) is a support trust designed to provide for the health, education, maintenance, and support of the beneficiary.  Support includes buying a home, a vehicle, and arranging for a case manager as appropriate.  SPTs are generally used for…

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SETTLEMENT PROTECTION TRUST WITH SPECIAL NEEDS PROVISIONS: WHAT IS IT AND WHEN SHOULD I USE IT?

by Thomas D. Begley, Jr., Esquire, CELA What is a Settlement Protection Trust? Trusts are often useful devices in the settlement of a personal injury case. A settlement protection trust is a support trust designed to provide for the health, education, maintenance, and support of the beneficiary.  Support includes buying a home, a vehicle, and arranging…

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WHAT HAPPENS WHEN THE PERSONAL INJURY VICTIM ON PUBLIC BENEFITS MOVES TO ANOTHER STATE

by Thomas D. Begley, Jr., CELA People frequently move from New Jersey to other states for various reasons. Occasionally, an individual is transferred by his/her employer and has little say in the matter.  On other occasions, the individual retires and wants to move to a warmer climate with less taxation.  For most people, the move is…

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