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Leaders in Planning for the Elderly and Disabled

Call (856) 644-6528

Schedule an Appointment with a Special Needs Planning Attorney

Schedule An Appointment with a Special Needs Planning Lawyer

What Our Clients Say About Us

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The Begley Law Team is an experienced and trusted group who advocate for their clients and achieve the best possible outcomes. Tom and the team are extremely knowledgeable in many areas of law that are complex and difficult to manage, especially Special Needs.

You'll be in good hands with the Begley Law Group. - J.C.

Wonderful people - helped us every step to complete our Wills, Special Needs Trust and Bloodline Trust. Would highly recommend. - E.A.

I had the Very Fortunate Experience of having Mr. Tom Begley represent and advise me to get help for my son with Special Needs. I am eternally grateful for His assistance, moreover I am Thankful for his compassion in helping and being able to make sure my son was respected as the person he is ?. - M.G.

Just completed estate planning documents with Begley Law Group and my wife and I have enjoyed the interaction. They are experienced, efficient and empathetic. The experience included a special needs trust which is a special interest of Mr. Begley. They also have connections and recommendations to other financial and management sources. We highly recommend the Begley Law Group for estate planning. - J.S.

"The designated term "superlawyer" describes Tom Begley Jr. perfectly...professional, personable, and someone who really cares about you. Tom and his team are wonderful people who happen to be lawyers and I would highly recommend him and his firm to anyone who is seeking professional expertise in special needs estates." - D.M.

"Begley Law Group is top notch. Its knowledge of and experience with elder law issues is exceptional. I know because I worked for a top-notch elder law firm in Florida, and Mr. Begley was the attorney to whom we referred clients in the Philadelphia area. I brought my mother here to establish a special needs trust for my mentally ill sister, and referred my brother who had a friend who needed help with an elder issue. I saw Mr. Begley recently for estate planning since the death of my husband. I totally trust the Begley Law Group and its staff, and I rest assured that they have considered every aspect of my legal needs." - L.M.

"I am a client of the Begley Law Firm dating to September 2004. I have found Tom Begley and the employees of his firm to be a thorough, reliable, and knowledgeable source of information regarding Estate Planning services including Special Needs Trusts. His interview and questions during the process of developing wills and trusts are thought provoking and insightful which made me feel comfortable with an otherwise complex process." - J.V.

Schedule an Appointment Today at (856) 644-6528

Special Needs Planning

At the Begley Law Group, our team of experienced New Jersey special needs planning attorneys skillfully create unique strategies to preserve benefit eligibility while allowing our clients to ensure that their loved one is properly cared for well after they have passed on.

Planning for the future needs of a family member who has special needs is a crucial part of any New Jersey estate plan. Individuals with special needs often receive government benefits such as Supplemental Security Income and Medicaid benefits, which can be put in jeopardy if the recipient receives a large sum of money. At the same time, families want to provide for the continued support of their loved one and may need the ability to make certain important decisions on their behalf.

Special needs planning is crucial for all families who have a minor or adult child with disabilities or special needs. By taking care to create a solid plan now, families may be able to avoid significant expense and stress later on. The skilled New Jersey and Pennsylvania estate planning attorneys at Begley Law Group command an in-depth knowledge of all estate planning and special needs planning principles and put this knowledge behind the clients we serve.

Special Needs Trust

At Begley Law Group, our knowledgeable and compassionate New Jersey estate planning attorneys work closely with clients and their families to create special needs trusts. We can also serve as trustees for a special needs trust, or offer reliable guidance to families with questions about these useful estate planning tools.

A special needs trust, also referred to as a supplemental needs trust, is a legal relationship in which trust assets are managed by a trustee for the benefit of a beneficiary. Beneficiaries can receive the benefit of the trust funds, through purchases of qualifying goods and services, at the discretion of the trustee and pursuant to the trust document. Because the trust assets do not legally belong to the beneficiary, funds in a special needs trust will not count toward needs-based benefit resource limits. Thus, the overarching purpose of a special needs trust is to allow an individual with special needs access to additional funds without jeopardizing their benefit eligibility.

By creating a New Jersey special needs trust for a loved one with a disability, you can ensure that your loved one is provided for while keeping their government benefits intact and also retain the ability to make important decisions on their behalf. The skilled New Jersey and Pennsylvania estate planning attorneys at Begley Law Group command an in-depth knowledge of all estate planning and special needs planning principles and put this knowledge behind each client we serve.

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Call A Special Needs Planning Attorney Today: (856) 644-6528

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Main Office

509 S. Lenola Road, Building 7
Moorestown, NJ 08057
Tel: (856) 235-8501
Fax: (856) 273-1062

Cape May Court House

13 Crest Haven Rd.
Cape May Court House, NJ 08210

Tel: (609) 368-3389

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This article does not constitute legal advice and should not be relied upon. If you need legal advice concerning this or any other topic please contact our offices to schedule a consultation with one of our attorneys at (856) 644-6528.