“Use of Special Needs Trusts in Cases Involving Divorce” to be presented by leading NJ Elder Law and Estate Planning Attorney, Donald D. Vanarelli, Esq., who will also act as Moderator of the Symposium
Westfield, NJ – December 15, 2015 — Donald D. Vanarelli, Esq. (http://VanarelliLaw.com/) will moderate and present at the Advanced Special Needs Trust Symposium given by the New Jersey Institute for Continuing Legal Education on January 20, 2016 at the New Jersey Law Center in New Brunswick, NJ.
Mr. Vanarelli will provide an overview of the use of Special Needs Trusts in cases involving divorce to protect spousal and child support awards from impacting needs-based public benefits such as Supplemental Security Income (SSI), Medicaid, services from the Division of Developmental Disabilities (DDD), Section 8 Housing and the like.
For additional information regarding this event, attorneys may contact the New Jersey Institute for Continuing Legal Education (NJICLE) at 732-214-8500 or visit their website at http://www.njicle.com/.
For additional information regarding elder law and estate planning issues, including planning for disability, special needs trusts and divorce issues, contact the Law Office of Donald D. Vanarelli at 908-232-7400, or visit them online at http://VanarelliLaw.com/.
Information about the upcoming Advanced Special Needs Trust Symposium can be found below:
ADVANCED SPECIAL NEEDS TRUST SYMPOSIUM
JANUARY 20, 2016, 9:00-4:00
NEW JERSEY LAW CENTER
| /Moderator/Speaker:: | |
| Donald D. Vanarelli, Esq.
Recipient, Lifetime Achievement Award, NJ State Bar, Elder and Disability Law Section |
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| Speakers include: | |
| Dana Bookbinder, Esq. Certified as an Elder Law Attorney by the ABA Accredited National Elder Law Foundation |
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| Kristen Behrens, Esq. Begley Law Group, PC (Moorestown) |
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| Jane M. Fearn-Zimmer, Esq., LLM Rothkoff Law Group (Cherry Hill) |
|
| Lawrence A. Friedman, Esq. Certified Elder Law Attorney by ABA Accredited National Elder Law Foundation Former Chair, NJSBA Elder & Disability Law Section Awarded the Distinguished Legislative Service Award from the NJSBA FriedmanLaw (Bridgewater) |
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| Carol Johnston, Esq. Administrative Office of the Courts (Trenton) |
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| Gary Mazart, Esq. Past Chair, NJSBA Elder & Disability LawSection Editor/Author: New Jersey Elder Law Practice (2010 Supplement, NJICLE) Schenck Price Smith & King, LLP (Florham Park & Paramus) |
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| Shirley Whitenack, Esq. Schenck Price Smith & King, LLP (Florham Park & Paramus) |
| About The Program: |
| A special needs trust is a trust designed to ensure that beneficiaries can use property intended for their benefit. Having a solid understanding and road-map can be the difference between success & failure.
When a client comes to you asking for help planning for the financial security and wellbeing of a child with a disability, are you confident that you can handle the situation? This program will provide you with a roadmap to properly plan for the future of the special needs dependent. |
| Program Agenda: | |
| 9:00 | Introduction – Donald Vanarelli, Esq. |
| 9:15 | First-Party v. Third-Party Special Needs Trust (SNT), “Sole Benefit Of” Trusts, other trusts – Dana Bookbinder, Esq. |
| 9:45 | Reformation; SNTs to Support Trusts; Presenting SNTs for Court Approval – Shirley Whitenack, Esq. |
| 10:50 | Break |
| 11:00 | New Legislation: ABLE Act, ACA, SNT Fairness Act, NDAA (Vet Pensions to SNTs for Disabled Child) – Jane M. Fearn-Zimmer, Esq. |
| 11:45 | Luncheon |
| 12:45 | Use of SNTs in cases involving Divorce – Donald Vanarelli, Esq. |
| 1:15 | Alternatives to SNTs and Why (Settlement Preservation Trusts, Medicare Set-Aside Trust, etc.) – Kristen Behrens, Esq. |
| 2:00 | Break |
| 2:10 | Taxation – Gary Mazart, Esq. |
| 2:45 | SNT Administration (and short segment on proposed changes to Uniform Trust Code) – Lawrence A. Friedman, Esq. |
| 3:30 | Ethics: Conflicts between Grantor, Trustee, Beneficiary – Carol Johnston, Esq. |
| 4:00 | Adjourn |
| CLE Credits: | |
| NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 6.7 hours of total CLE credit. | |
| NJ CLE : | This program has been approved for 6.7 credits (50 minute hour) |
| PA CLE: | 5.5 substantive credits pending ($24 fee – separate check payable to NJICLE must be submitted at the end of the program) |
| NY CLE (nt): | 6.5 professional practice credits |
| CPE: | 6.0 taxation credit |
About Donald D. Vanarelli
Recipient of the Marilyn Askin Lifetime Achievement Award from the New Jersey State Bar Association’s Elder and Disability Law Section, Donald D. Vanarelli is a Certified Elder Law Attorney, and a member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys. Mr. Vanarelli is also an Accredited Veterans Attorney and an Accredited Professional Mediator. He has successfully litigated cases in New Jersey’s Supreme Court and in federal court. Mr. Vanarelli represents seniors, the disabled and their families in estate planning, financing long-term medical care, nursing home issues, qualifying for Supplemental Security Income, Medicaid and other public benefits, special needs planning, and litigation, including probate, elder abuse and guardianship lawsuits.
About The Law Office of Donald D. Vanarelli
Located in Westfield, New Jersey, the firm provides a broad range of legal services for seniors, the disabled and their families. The law firm guides clients through complex legal areas including public benefits planning, trial advocacy and court procedures, the administrative process, as well as estate and gift tax laws.
Contact: Ginny Morrissey, The Law Office of Donald D. Vanarelli, Tel: 908-232-7400, Email: gmorrissey@VanarellilLaw.com
For additional information concerning special needs trusts and disability planning, visit: http://vanarellilaw.com/special-needs-disability-planning/
For additional information concerning New Jersey divorce law, visit: http://vanarellilaw.com/family-law-services/#sdpnj
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