Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability

The law firm Norris McLaughlin, P.A., is pleased to present the second session of the Special Needs Spotlight Webinar Series, “Integrating Financial & Legal Planning for Families with a Child with a Disability.” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and Elizabeth McKenna, CFP and Chartered Special Needs…

Special Needs Spotlight Webinar Series

Every parent of a child with special needs worries about what will happen if (or when) they predecease their child. But a story I read last weekend sent chills up my spine. It was about a mother in Bergen County who died from the coronavirus, leaving her 30-year-old son with Down syndrome. Her son was…

Social Security Rules for Trusts Relaxed

Special needs trusts are strictly regulated by the Social Security administration and the state of New Jersey.  Changes implemented several years ago made it much more difficult for trustees to make distributions for the special needs beneficiary if they incidentally benefitted other people.  Elder law and disability advocates have pushed for common sense reforms and…

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