I see a large number of clients who have a child receiving SSI as a result of a disability. In many cases, the child is not receiving their full SSI check ($735 per month for the year 2017) as a…
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Tag: Special Needs Trust
ESTABLISHING A DISABILITY ANNUITY TRUST FOR A BENEFICIARY RECEIVING SSDI OR SSI
by Thomas D. Begley, Jr., CELA A Disability Annuity Trust (“DAT”) can be established for a disabled child or any disabled individual.[1] However, in considering the use of a DAT for a disabled person, care must be taken to examine…
MILITARY PENSIONS AND DISABLED CHILDREN
by Thomas D. Begley, Jr., CELA Historically, a member of the military could arrange for a pension and provide a survivor’s benefit to a spouse or child. A problem arose where the child had a disability and was receiving means-tested…
PUBLIC BENEFITS CONSIDERATIONS IN PERSONAL INJURY CASES
by Thomas D. Begley, Jr., CELA Personal Injury attorneys must inquire as to whether their clients are receiving public benefits. Certain benefits are means-tested, so that if the client receives money directly those benefits are reduced or lost completely. This…
PUBLIC BENEFITS CONSIDERATIONS IN PERSONAL INJURY CASES
by Thomas D. Begley, Jr., CELA Personal Injury attorneys must inquire as to whether their clients are receiving public benefits. Certain benefits are means-tested, so that if the client receives money directly those benefits are reduced or lost completely. This…
PERSONAL INJURY SETTLEMENTS: HOUSING FOR PLAINTIFFS WITH DISABILITIES
by Thomas D. Begley, Jr., CELA Introduction Housing for an individual with disabilities is a major concern. The purchase of a residence is a very important decision involving a number of factors. This is particularly true where the individual is…
SPECIAL NEEDS TRUSTS AND MEDICARE SET-ASIDE ARRANGEMENTS
by Thomas D. Begley, Jr., Esquire, CELA Generally, Medicare Set-Aside Arrangement (MSA) funds are deposited in a custodial account with a professional trustee or given to the client to self-administer. For cases less than $100,000, giving the funds to the…
TOP TEN MISTAKES IN DRAFTING SPECIAL NEEDS TRUSTS
[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] by Thomas D. Begley, Jr., CELA There are a number of mistakes that scriveners make in drafting special needs trusts. This article will…
Pocast: Ensuring the future of your child with special needs
This podcast discusses Legal and Financial Planning with guests Bernard A. Krooks, Esq., Managing Partner of Littman Krooks LLP and Ryan Platt, Chartered Special Needs Consultant, Founder, A Special Needs Plan and is moderated by Keith Caldwell, founder, www.failuretoplan.com. Learn…
Podcast: Ensuring the future of your child with special needs
This podcast discusses Legal and Financial Planning with guests Bernard A. Krooks, Esq., Managing Partner of Littman Krooks LLP and Ryan Platt, Chartered Special Needs Consultant, Founder, A Special Needs Plan and is moderated by Keith Caldwell, founder, www.failuretoplan.com. Learn…
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