Drafting Special Needs Trusts

Date/Time: June 3, 1 pm to 2:30 pm EDT

This webcast will discuss issues in drafting Third Party and Self-Settled Special Needs Trusts, including a brief description of the public benefits involved, statutory requirements for self settled trusts and 2009 POMS revisions pertaining to drafting of special needs trusts.   Some specific areas to be covered are:

•    Public Benefit Programs
•    2 Types of Special Needs Trusts (Third Party and Self-Settled)
•    3 Major Issues
•    Third Party SNT’s
•    First Party SNT’s
•    2009 Change to Program Operating Manual System (POMS)


Thomas D. Begley, Jr, CELA

 THOMAS D. BEGLEY, JR. is a member of the firm of Begley, Begley & Bookbinder, P.C., with offices in Moorestown, Stone Harbor, Princeton, NJ and Huntingdon Valley, PA, where he concentrates in Elder & Disabilities Law and Estate Planning.

Mr. Begley is a Certified Elder Law Attorney, a Fellow of the National Academy of Elder Law Attorneys and recipient of the NAELA President=s Award.  He is Past President and a founding member of the Special Needs Alliance, a national network of lawyers dedicated to serving families of persons with disabilities.

Bar Memberships: He is a member of the American Bar, New Jersey State Bar, Burlington County Bar Associations and the National Academy of Elder Law Attorneys. He is Past Chair of the Elder Law and Real Property Probate and Trust Law Sections of the New Jersey State Bar Association and a recipient of the Alfred E. Clapp award from the New Jersey Institute for Continuing Legal Education (NJ ICLE).

He is co-author of the Special Needs Trust Handbook published by Aspen Publishing Company; he is a co-author of Representing the Elderly Client, Aspen Publishing Company; co-author of Representing the Elderly or Disabled Client; Forms and Checklists  with Commentary, Warren, Gorham & Lamont; coauthor of Profitable Law Firm Management, New Jersey ICLE; the author of How to Develop and Manage a Successful Trust and Estate/ElderLaw Practice, New Jersey ICLE; he is a member of the Editorial Board of Estate Planning Magazine; contributing author of New Jersey Elder Law Practice, New Jersey ICLE; and contributing author The Elder Law Portfolio Series, Aspen Publishing Company.

Software: He is the developer of an estate planning software known as EPS; the developer of a Medicaid calculation software known as AP 1-2-3, published by Legal Management Systems; a Medicaid planning software program known as Elder Law and Special Needs Planning, Published by Interactive Legal Systems.

Quotations: Mr. Begley has been quoted in The Wall Street Journal, Business Week, The Washington Post and Money Magazine.

Education: Mr. Begley received his B.S. from Georgetown College and J.D. from Georgetown Law Center.

Rating: Mr. Begley is AV rated by Martindale-Hubbell® and is recognized as a New Jersey Super Lawyers®.