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242 St. Paul Street
Westfield, NJ 07090
Phone: 908-232-7400
Fax: 908-232-7214
info@dvanarelli.com

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New Jersey Elder Law and Special Needs Planning Attorney Court Orders Photo.
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Court Orders

In the Matter of the Estate of Anna King
Order Authorizing Reformation of Will

This Order reformed the will of Anna King to establish a testamentary Supplemental Benefits Trust ("SBT") for the benefit of her disabled daughter Karen. If she inherited her share of her mother's estate without the creation of a SBT, Karen would have been rendered ineligible for the SSI, Medicaid and other public benefits she was receiving as a result of her disability. By amending the parent's will, we were able to avoid including a "pay back" provision in the SBT, permitting any remainder in trust after Karen died to be distributed to the decedent's family rather than the State of New Jersey.

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In the Matter of the Estate of Leonard Manko
Order Authorizing Reformation of Testamentary Trust

This Order amended the existing testamentary trust in the will of Leonard Manko to establish a testamentary Supplemental Benefits Trust ("SBT")Trust for the decedent's disabled sons, Michael Manko and Karol Manko. The reformation of the testamentary trust preserved Leonard Manko's two disabled sons' inheritance while protecting their current or future eligibility for needs-based public benefits.

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In the Matter of the Estate of Ann Brown
Order Authorizing Creation and Funding of Supplemental Benefits Trust

This Order created a Supplemental Benefits Trust ("SBT") for Donald Brown, who inherited his mother's estate after she died intestate. This is the first Order in New Jersey to establish a SBT for a disabled beneficiary of an intestate estate.

By the creation of a SBT after his mother's death, Donald Brown was able to receive the inheritance from his mother's estate, even though she died without a will, and protect his eligibility for public benefits.

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Additional Information

For additional information regarding Court Orders, call us at 908-232-7400 or click here to contact us online.


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