On Saturday, April 27, 2013, I presented a session on the impact of elder law issues on divorce mediation at the 2013 Annual Divorce Mediation Seminar by the New Jersey Association of Professional Mediators. The topics covered in my session included Social Security, including retirement, disability and survivors benefits, Supplemental Security Income benefits, Medicare, Medicaid, [...]
Entries Tagged as 'Special Needs Planning'
Presentation on the Impact of Elder Law Issues on Divorce Mediation
May 4th, 2013 · No Comments
Tags: Child Support · Divorce · Divorce Mediation · Elder Law · Family Law · Governmental or Public Benefit Programs · Mediation · Medicaid · Medicaid Planning · Medicare · Personal Achievements and Awards · Social Security Benefits · Special Needs Planning · Special Needs Trusts · Spousal Support · Supplemental Security Income (SSI) Benefits · Veterans Benefits
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
New Jersey Courts May Reform A Testamentary Trust In A Will To Effectuate the Probable Intent of the Testator
February 12th, 2013 · No Comments
The New Jersey Supreme Court has directed that the Court’s function in construing a decedent’s will is “to ascertain and give effect to the ‘probable intention of the testator.’” Fidelity Union Trust Co. v. Robert, 36 N.J. 561, 564 (1962) (further citations omitted). This function applies to the enforcement of the testator’s intent regarding testamentary [...]
Tags: Elder Law · Estate Planning · Reformation · Special Needs Planning · Trust Reformation · Trusts
Court-Appointed Trustee Of Special Needs Trust Not Entitled To Fee Barred By Trust
January 15th, 2013 · No Comments
A California appeals court ruled that a trial court inappropriately awarded trustee fees to the successor trustee of a special needs trust despite clear language in the trust prohibiting a successor trustee from receiving a fee. As a result, the trustee did not receive any of his fees that had totaled over six figures. Thorpe v. [...]
Tags: Attorneys Fees · New Cases · Special Needs Planning · Special Needs Trusts · Trusts
Are Funds In A Special Needs Trust Counted As An Asset When Determining Eligibility For Charity Care?
January 12th, 2013 · No Comments
The New Jersey Hospital Care Payment Assistance Program, commonly called “Charity Care,” is a state program for New Jersey residents with low income and resources who have no health insurance and are not eligible for programs like Medicaid and NJ FamilyCare. There are many people in New Jersey who have no insurance or health benefits [...]
Tags: Charity Care · Governmental or Public Benefit Programs · Special Needs Planning · Special Needs Trusts
Court Rules Income From Special Needs Trust Must Be Utilized In Calculating Trust Beneficiary’s Child Support Obligation
December 16th, 2012 · No Comments
The parties in this case had a brief relationship which resulted in the birth of a daughter. Several months prior to the child’s birth, defendant/father, Marcos Cozze, Jr., was in a devastating motor vehicle accident which resulted in permanent brain damage. A lawsuit was filed on defendant’s behalf. More than three (3) years later, a [...]
Tags: Child Support · Elder Law · Family Law · New Cases · Special Needs Planning · Special Needs Trusts
Top Ten (or so) New Jersey Elder and Disability Law Cases in 2012
October 3rd, 2012 · No Comments
(The 15th Annual Elder and Disability Law Symposium was held on October 3, 2012 at the New Jersey Law Center, in New Brunswick, NJ. This year, as in the past few years, I gave the case law update at the opening plenary session by summarizing the top ten (10) or so elder and disability law [...]
Tags: Attorneys Fees · Developmental Disabilities · Elder Law · Estate Litigation · Governmental or Public Benefit Programs · Guardianship · Legal Capacity or Competancy · Litigation · Medicaid · Medicaid Planning · New Cases · Probate · Special Needs Trusts · Top Ten
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
Biological Father Who Was A “Deadbeat Dad” Entitled To Half Of Assets In Deceased Daughter’s Special Needs Trust
September 6th, 2012 · No Comments
A New Jersey appeals court recently affirmed a trial court judgment dividing the assets remaining in a supplemental needs trust established for a deceased adult child with special needs between the child’s parents even though the biological father was a “deadbeat dad,” paying no child support, contributing nothing to his daughter’s medical care and visiting [...]
Tags: Intestate Estate · Special Needs Planning · Special Needs Trusts
Ruling by the 3rd Circuit Outlaws State Restrictions On Special Needs Trusts, Holding State Law Is Prempted By Federal Law
June 25th, 2012 · No Comments
In a recent precedential decision, the United States Court of Appeals for the Third Judicial Circuit held that laws passed by the State of Pennsylvania designed to regulate special needs trusts (SNT) which placed greater restrictions on the SNTs than were contained in federal law governing SNTs “transgress[ed] federal intent” and were preempted by federal [...]
Tags: Estate Planning · Governmental or Public Benefit Programs · Litigation · Medicaid · New Cases · Special Needs Planning · Special Needs Trusts · Trusts