For parents of children with special needs, planning for the future goes far beyond drafting a will. One of the most complex — and important — pieces of the puzzle is ensuring that your retirement assets are distributed in a...more
5/19/2025
/ 401k ,
Asset Management ,
Beneficiaries ,
Disability Benefits ,
Disabled Children ,
Estate Planning ,
Medicaid ,
Retirement ,
SECURE Act ,
Tax Planning ,
Trusts
A geriatric care manager (GCM) is a professional who specializes in assisting older adults and their families with managing the challenges of aging. These experts come from various backgrounds, including social work, nursing,...more
New Jersey Officially Introduces Driver’s License Notation for Autistic Motorists -
Autistic motorists in New Jersey, as well as their parents/guardians, are now able to request that their autism diagnoses be notated on...more
3/31/2025
/ Americans with Disabilities Act (ADA) ,
Beneficiaries ,
Disabilities ,
Disability Discrimination ,
Driver's Licenses ,
Elder Care ,
Elder Issues ,
Guardianships ,
Inheritance ,
Mental Health ,
Motor Vehicles ,
New Jersey ,
Special Needs Adults ,
State and Local Government ,
Transportation Industry ,
Trusts
The Great Wealth Transfer: Preparing the Next Generation -
The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down approximately $84 trillion to Gen Z, Millennials, and Gen X. But what...more
12/31/2024
/ Assisted Living Facilities (ALFs) ,
Beneficiaries ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Financial Planning ,
Healthcare ,
Inheritance ,
Mental Health ,
Special Needs Adults ,
Special Needs Children ,
Trusts ,
Wealth Management ,
Wills
Research has increasingly shown a connection between loneliness and adverse health outcomes, including a higher risk of premature death, serious health issues, and elevated suicide rates. Loneliness—a sense of disconnection...more
The Internal Revenue Service (IRS) recently issued guidance on two new exceptions to the tax on early distributions from certain eligible retirement plans. This guidance, outlined in Notice 2024-55 (IR 2024-170, 6/20/2024),...more
The Role of Cars in Our Culture - In today’s society, cars are a fundamental part of everyday life, serving as the primary mode of transportation for many across the United States. This reliance is particularly significant in...more
In 2022, New Jersey enacted a new law to simplify the process for vehicle owners to transfer vehicles at death. N.J.S.A. 39:3-30.1b, which became effective on May 9, 2023, authorizes the owner of a car, camper, or motorcycle...more
Recent coverage from reputable news sources such as The New York Times and Associated Press has brought renewed attention to the detrimental effects of Medicaid estate recovery on families. Understanding Medicaid: Medicaid...more
Gray divorce, or divorce among older adults, is becoming increasingly common. This demographic trend reflects societal changes, including reduced stigma around divorce and increased financial independence for women. However,...more
What is SSI? SSI is a government program that provides monthly payments to adults and children who have income and resources below specific financial limits and who meet one of the following criteria: They are 65 or older...more
Check out our April Elder Law and Special Needs newsletter! Our legal team explores important topics including beneficiary designations and the recent updates to the Medicaid divisor, which came into effect this month....more
5/2/2024
/ Charitable Donations ,
Cy Pres Funds ,
Disabilities ,
Domestic Workers ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Home Health Care ,
Inheritance Tax ,
Medicaid ,
Medicare ,
Probate ,
Public Records ,
Special Needs Children ,
Wills
The recent Appellate Division decision, In the Matter of the Estate of Heinecke, serves as an important warning to those who have named charitable organizations as beneficiaries in their Last Will and Testament. The case...more
Exploring the Visibility of Wills: Understanding Public Record in Estate Planning - Wills serve as vital documents outlining the distribution of finances, possessions, and property after an individual’s passing. It’s common...more
Beginning April 1, 2024, the State of New Jersey will increase the Medicaid penalty divisor to $440.10 per day, as compared to the previous penalty divisor of $384.57 in 2023. See Medicaid Communication No. 24-03....more
Losing a loved one is an emotional and challenging experience, and dealing with the legalities of their estate can add another layer of complexity. In New Jersey, the probate process is the legal procedure through which a...more
Our February Elder Law and Special Needs newsletter is now available! In this issue, our attorneys delve into timely topics such as recent legislative developments in New Jersey. Specifically, we explore new laws designed to...more
3/1/2024
/ Disabilities ,
Disability Benefits ,
Disabled Children ,
Driver's Licenses ,
Elder Care ,
Food Stamps ,
Health and Welfare Plans ,
Life Insurance ,
Long-Term Care ,
Medicaid ,
New Jersey ,
Nursing Homes ,
Prescription Drugs ,
Social Security Benefits ,
Tax Cuts and Jobs Act ,
Trusts
A health care agent is the person you designate to make medical decisions on your behalf in the event you are unable to make such decisions yourself. Appointing a trusted friend or family member as your agent ensures your...more
Your Health, Your Choice: A Guide to Medicare Open Enrollment -
The Medicare open enrollment period runs through December 7th, 2023. Medicare adjusts costs, coverage, and accepted providers on an annual basis. If you have...more
The Medicare open enrollment period runs through December 7th, 2023. Medicare adjusts costs, coverage, and accepted providers on an annual basis. If you have received “Evidence of Coverage,” or an “Annual Notice of Change,”...more
In July of 2019, the Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, changed the rules pertaining to 401(k), Roth, IRA, and other retirement savings plans. In December of 2022, the...more