The following post contains a summary of the noteworthy trust cases decided by New Jersey courts in the past year and a half, in chronological order. I also included links to the articles about the cases posted on this blog. (1) Pfeifer v. Langone, 2012 N.J. Super. Unpub. LEXIS 429 (App. Div. Feb. 29, 2012). [...]
Entries Tagged as 'Assignments of Income'
Top 10 (Actually 9) Noteworthy Cases Involving New Jersey Trusts, Including Special Needs Trusts
May 30th, 2013 · No Comments
Tags: Assignments of Income · Distribution Planning · Estate Planning · Intestate Estate · Special Needs Planning · Special Needs Trusts · Top Ten · Trusts
N.J. Supreme Court Grants Certification To Review State’s Refusal To Permit Retired Firefighter To Name Special Needs Trust As Beneficiary Of Pension For His Disabled Child
March 18th, 2013 · No Comments
Recently, the New Jersey Supreme Court granted a Petition for Certification I filed asking the Court to review a decision of the appellate division denying a request by my client, a retired fireman, to designate as beneficiary of his public pension death benefits a special needs trust he established in his Last Will and Testament. This [...]
Tags: Assignments of Income · Elder Law · Estate Planning · Government Pensions · Governmental or Public Benefit Programs · Medicaid · New Cases · News Briefs · Retirement Benefits · Special Needs Planning · Special Needs Trusts · Supplemental Security Income (SSI) Benefits · Trusts
Recent Argument Before The Appellate Division In A Case Involving A Public Pension And A Testamentary Special Needs Trust
September 25th, 2012 · No Comments
For the past several years, I have represented Thomas Saccone, a retired Newark, NJ firefighter with a severely disabled adult child named Anthony. Anthony lives with his parents, is unable to work, has been found to be totally disabled by the Social Security Administration, and for many years has received Supplemental Security Income (SSI) and [...]
Tags: Assignments of Income · Elder Law · Estate Planning · Governmental or Public Benefit Programs · Housing for the Elderly and Disabled · Medicaid · Medicaid Planning · New Cases · Special Needs Planning · Special Needs Trusts · Supplemental Security Income (SSI) Benefits · Trusts · Trusts
Assignment Of Income Streams To Special Needs Trusts (Part 4)
November 1st, 2011 · No Comments
(This is part 4 of a 4-part blog post on the subject of the assignment of various types of income to a special needs trust. This post discusses the assignment of annuities, IRAs and other retirement benefits to a special needs trust. Prior blog posts on this subject can be found here, here and here.) [...]
Tags: Assignments of Income · Special Needs Planning · Special Needs Trusts
Assignment Of Income Streams To Special Needs Trusts (Part 3)
October 24th, 2011 · No Comments
(This is part 3 of a 4-part blog post on the subject of the assignment of various types of income to a special needs trust. This post discusses the assignment of child support to a special needs trust. Prior blog posts on this subject can be found here and here.) Child Support SSI’s treatment of [...]
Tags: Assignments of Income · Special Needs Planning · Special Needs Trusts
Assignment Of Income Streams To Special Needs Trusts (Part 2)
October 14th, 2011 · No Comments
(This is part 2 of a 4-part blog post on the subject of the assignment of various types of income to a special needs trust. This post discusses the assignment of alimony to a special needs trust. The first post in this series can be found here.) Alimony and Child Support In a nation with [...]
Tags: Assignments of Income · Special Needs Planning · Special Needs Trusts
Assignment Of Income Streams To Special Needs Trusts (Part 1)
September 26th, 2011 · No Comments
(This is the first of a 4-part blog post on the subject of the assignment of various types of income to a special needs trust. The upcoming posts discuss the assignment of alimony, child support, annuities, IRAs and other retirement benefits to a special needs trust. This first post discusses the public policy background of [...]
Tags: Assignments of Income · Special Needs Planning · Special Needs Trusts