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THE USE OF TRUST PROTECTORS IN SPECIAL NEEDS TRUSTS FOR PERSONAL INJURY VICTIMS

Family members often want to be the trustee of their children’s special needs trusts established to hold litigation proceeds.  This almost inevitably ends in disaster, because the trustee must be...

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UCP Motor Cars Under the Stars 2013

On Friday, June 28, 2013 attorneys and other members of the Begley Law Group team enjoyed a night at Franklin Institute for “UCP Motor Cars Under the Stars.” Begley Law Group was once again honored to...

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Tom Begley Jr. to Present at 16th Annual Elder Law Institute

On Thursday, July 25th, Tom Begley, Jr. will be presenting at the Pennsylvania Bar Association’s 16th Annual Elder Law Institute at the Harrisburg Hilton in Harrisburg, PA. Last year’s day-long event...

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ALWAYS USE A PROFESSIONAL TRUSTEE FOR A SPECIAL NEEDS TRUST

Choosing a Trustee Choosing a trustee of a special needs trust is a crucial decision to be made by the grantor of the trust. The range of options includes: Parent, sibling (or other individual)...

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PLANNING FOR PEOPLE WITH DISABILITIES

Some 43 million Americans have one or more physical or mental disabilities.[1] This number is increasing as disabilities such as Autism and Alzheimer’s disease become more prevalent. Disabilities do...

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THE PERILS OF SERVING AS TRUSTEE OF A SPECIAL NEEDS TRUST

Two recent New York cases and an unofficial conversation with an unnamed official at the Pennsylvania Department of Public Welfare show trustees the importance of understanding their duties as trustees...

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PLAN/NJ Celebrates 25 Years Of Service And Honors Thomas Begley Jr.

In 2014 Planned Lifetime Assistance Network of New Jersey celebrated 25 years of service to individuals with severe developmental disabilities and mental health challenges. To commemorate the occasion,...

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THE IMPORTANCE OF A FINANCIAL ANALYSIS TO DETERMINE IF A SPECIAL NEEDS TRUST...

[This article was originally printed in the Barrister, a publication of the Camden County Bar Association in September, 2014.] THE IMPORTANCE OF A FINANCIAL ANALYSIS TO DETERMINE IF A SPECIAL NEEDS...

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THE FUTURE OF SPECIAL NEEDS PLANNING

[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] THE FUTURE OF SPECIAL NEEDS PLANNING by Thomas D. Begley, Jr., CELA Special needs...

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FACT GUIDE FOR NATIONAL TRUST TRAINING: THE IMPACT ON SPECIAL NEEDS TRUSTS

[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] FACT GUIDE FOR NATIONAL TRUST TRAINING:  THE IMPACT ON SPECIAL NEEDS TRUSTS by Thomas...

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PROTECTING YOUR ASSETS FROM CREDITORS: ARE YOU BULLET-PROOF? PART 1

[This article was originally printed in the Barrister, a publication of the Camden County Bar Association in November, 2014.] Many business and professional people, including lawyers, have worked a...

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USE OF CREDIT CARDS AND GIFT CARDS IN ADMINISTERING A SPECIAL NEEDS TRUST

[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] In administering a special needs trust, it is crucial that the trustee not advance...

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THE ALTERNATIVE TO A SPECIAL NEEDS TRUST IN PERSONAL INJURY CASES

1. Is the Trust Necessary? Are public benefits, such as SSI and Medicaid, important to the client? The attorney must consider the restrictions on distributions. There are three important factors that...

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DISTRIBUTIONS FROM SPECIAL NEEDS TRUSTS FOR CAREGIVERS – PART 1

by Thomas D. Begley, Jr., CELA This is the first part of a two-part article on distributions from special needs trusts for caregivers. It is often necessary for a family to hire a caregiver to assist...

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PROTECTING YOUR ASSETS FROM CREDITORS: ARE YOU BULLET-PROOF? PART 2

[This article is a continuation of an article appearing in last month’s issues of The Barrister concerning protection of assets from creditors.] Many lawyers and other professionals and owners of...

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MEDICAID AND MEDICARE 2015 COLA NUMBERS

CMS has released the Medicare and Medicaid numbers for 2015. They are as follows: Medicaid Income Cap[1] $2,199 Maximum Community Spouse Resource Allowance (CSRA)[2] $119,220 Minimum CSRA[3] $23,844...

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The Voice® December 2014 – Official Newsletter of the Special Needs Alliance

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10 THINGS YOU NEED TO KNOW ABOUT ABLE ACCOUNTS

by Thomas D. Begley, Jr., Esquire, CELA On December 16, 2014, Congress enacted and sent to the President for signature an Act known as Achieving a Better Life Experience (ABLE) Act of 2014.[1] This Act...

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PROTECTING YOUR ASSETS FROM CREDITORS: ARE YOU BULLET-PROOF? PART 3

by Thomas D. Begley, Jr., CELA This is the final article in a series devoted to protecting assets from claims of creditors. (The other articles in the series are here: Part 1 and Part 2.) The main...

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ADVANTAGES AND DISADVANTAGES OF ABLE ACCOUNTS

by Thomas D. Begley, Jr., Esquire, CELA Congress enacted and the President has signed legislation known as the Achieving a Better Life Experience (ABLE) Act of 2014.387 The Act is modeled on 529 Plans...

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