Category Archives: Special Needs Planning

Special Planning Considerations

Posted on May 13, 2007 by Victor Medina

Estate plan­ning is typ­i­cally divided into two cat­e­gories: (1) Estates large enough to require tax plan­ning (which in New Jer­sey, because of decou­pling, occurs on estates with as lit­tle as $675k in assets) and (2) Estates that require lit­tle or … Con­tinue read­ing →

Posted in Special Needs Planning | Leave a comment

Guardianship of Children With Special Needs

Posted on January 26, 2007 by Victor Medina

Two good posts com­ing from Leanna Hamill in Mass­a­chu­setts and Tred­way, Lums­daine & Doyle in Cal­i­for­nia on plan­ning for chil­dren with spe­cial needs.  Among the excel­lent sug­ges­tions are the fol­low­ing: Spe­cial Needs Trust — allow­ing par­ents, grand­par­ents and guardians to … Con­tinue read­ing →

Posted in Disability, Guardianship, Powers of Attorney, Special Needs Planning | Leave a comment