close
  • Jul 09, 2020Protecting Solo Seniors in the COVID-19 World

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, and Lori Kayne, MSS, LSW, C-ASWCM, the firm’s Geriatric Social Worker, will co-present the free webinar, “Protecting Solo Seniors in the COVID-19 World,” hosted by SOMA Two Towns For All Ages.

    About Solo Seniors and COVID-19

    Discussion topics will include:

    • Solo seniors
    • Special risks solo seniors face
    • How solo seniors can protect their medical and financial needs
    • Financial exploitation
    • Strategies to protect solo seniors
    • Available resources for solo seniors

    When: Wednesday, July 15, 2020

    4:00 – 5:00 p.m.

    Where: Zoom Meeting

    Meeting ID: 868 9824 7367

    Password: 888627

    By phone: (312) 626-6799

    About Shana Siegel

    Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Prior to joining Norris McLaughlin, Siegel was with WanderPolo & Siegel for over 10 years, five of which were as principal. She has been involved in health and long-term care issues for over 25 years. Siegel is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, she was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

    Siegel is a member of the New Jersey Women Lawyers Association, the State Bar Elder Law Section, the Life Care Planning Law Firms Association, and the Bergen and Essex County Bar Associations. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

    About Lori Kayne

    Kayne has worked in the healthcare field for over 20 years. In collaboration with a client’s attorneys, she conducts Geriatric Assessments and develops detailed Life Care Plans to address any care, legal, or financial issues the client may have.

    Prior to joining the firm, Kayne was an Elder Care Coordinator at WanderPolo & Siegel. Kayne earned her M.S.S. from Bryn Mawr College in 1983, and her B.A., magna cum laude, from Bucknell University. She holds a Certificate in Elder Care from Stockton University and a Certificate of Gerontology from Rutgers University.

    Posted in: Elder Care & Special Needs Law, Events, Lori Kayne, Shana Siegel | Tags: , ,

  • Jul 02, 2020Special Needs Spotlight Webinar Series: Understanding Special Needs Trusts
    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this sixth session, “Understanding Special Needs Trusts,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will address special needs trusts.

    About Special Needs Trusts

    When: Thursday, July 9, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc.

    To save the dates for future segments, please click here.

    About Shana Siegel

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: ,

  • Jun 18, 2020Special Needs Spotlight Webinar Series: SSI, SSDI, and SS for DACs

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In the fifth session, “SSI, SSDI, and SS for DACs.” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will discuss legal and financial assistance for a Disabled Adult Child (DAC).

    SSI, SSDI, and SS for DACs

    Discussion topics will include:

    • Supplemental Security Income (SSI)
    • Supplemental Security Disability Insurance (SSDI)
    • Social Security (SS)

    When: Thursday, June 25, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About Shana Siegel

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc.

    To save the dates for future segments, please click here.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: ,

  • Jun 10, 2020Special Needs Spotlight Webinar Series: Creating a Letter of Intent and a Life Plan

    The law firm Norris McLaughlin, P.A., is pleased to present this Special Needs Spotlight Webinar Series. In the fourth session, “Creating a Letter of Intent and a Life Plan,” Abbey M. Horwitz, a Member of the firm, will speak with Elizabeth McKenna, CFP and Chartered Special Needs Consultant, and Heidi Rome, an internationally-recognized expert on the autism journey for mothers.

    Creating a Letter of Intent and a Life Plan

    When: Wednesday, June 17, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About the Presenters

    Abbey Horwitz, Esq.

    Abbey practices exclusively in the area of estate planning and administration. She assists individuals and families with estate and tax planning in both New Jersey and New York, preparing both simple and complex estate plans for her clients as appropriate to ensure their assets are distributed consistent with their wishes. Abbey is experienced in preparing wills, insurance trusts, revocable trusts, qualified domestic trusts, grantor-retained annuity trusts, qualified personal residence trusts, charitable trusts, supplemental benefits trusts, durable powers of attorney, and advance directives for health care.

    In addition, Abbey handles all aspects of trust and estate administration in New Jersey and New York. Her estate administration practice includes preparing estate, trust, and guardianship pleadings, estate and trust accountings, estate and inheritance tax returns, and preparing releases and waivers for distributions from estates and trusts; and handling estate and inheritance tax audits,

    As a parent of a child with special needs, Abbey is uniquely qualified to relate to and advise clients with planning for their special needs child. She prepares special needs trusts and other estate planning documents that are available to clients in planning for their children’s futures. Abbey is an active volunteer with P.G. Chambers School in Cedar Knolls, New Jersey. The school, which serves ten counties in northern New Jersey, helps children with disabilities lead full, productive lives; develop confidence in their own unique abilities; and engage in the community through education and therapy. She is a member of the P.G. Chambers Board of Trustees and serves on the Development Committee.

    Elizabeth McKenna, ChSNC™, CFP®

    Elizabeth of Merrill Lynch Wealth Management has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned her CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    Heidi Rome, MBA

    Heidi has just launched her book, “You Just Have to Love Me: Mothering Instructions from My Autistic Child,” which became the #1 New Release bestseller in three categories on Amazon during the pre-order period before it was even released. The book is based on a profound exchange with her autistic, nonverbal son Ethan, in which he described via typing his own experience of his autism as a spiritual journey. This encounter soothed her soul and transformed her attitude out of a suffering state and into a peaceful purpose.

    Heidi is the Autism Mom Coach and founder of Moms Spectrum Oasis. As Mom to Ethan and his remarkable older brother, Eric, her guidance is for all moms who have children with any difficulty, not only autism. After all, every human child has challenges; autism just ramps up the intensity of the challenge and the level of strength and resilience parents need in the face of it. Heidi has shared about her experiences, challenges, and successes getting Ethan’s needs met in all kinds of settings over the years, determined to reach and encourage anyone connected with someone touched by autism.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc. To save the dates for future segments, please click here.

    Posted in: Abbey M. Horwitz, Elder Care & Special Needs Law, Events | Tags: , ,

  • Jun 05, 2020Special Needs Spotlight Webinar Series: When and How to Use an ABLE Account

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In the third session, “When and How to Use an ABLE Account,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will be joined once again by Elizabeth McKenna, ChSNC™, CFP®, of Merrill Lynch Wealth Management.

    When and How to Use an ABLE Account

    When: Tuesday, June 9, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc.

    To save the dates for future segments, please click here.

    About Elizabeth McKenna

    Elizabeth has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned my CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    About Shana Siegel

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: , ,

  • May 26, 2020Special 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 Special Needs Spotlight Webinar Series. In this second session, “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, will be joined by Elizabeth McKenna, CFP and Chartered Special Needs Consultant.

    Integrating Financial & Legal Planning

    Discussion topics will include:

    • Designing the right Special Needs Trust
    • Protecting your child with special needs through your estate plan
    • Outlining changes under the SECURE ACT and its impact on your estate plan
    • Determining how much money you will need for your child’s future
    • Integrating your life insurance and beneficiary designations with your legal documents
    • Weighing potential funding sources
    • Breaking down child support issues

    When: Monday, June 1, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    To save the dates for future segments, please click here.

    About Your Speakers

    Elizabeth McKenna, ChSNC™, CFP®

    Elizabeth of Merrill Lynch Wealth Management has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned my CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    Shana Siegel, Esq., CELA, CAP

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: , ,

  • May 13, 2020Medicaid Planning

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will co-present the National Business Institute audio webinar, “Medicaid Planning.”

    About Medicaid Planning

    This webinar, designed for accountants, attorneys, financial planners, geriatric care managers, investment advisors, nursing home administrators, and paralegals, offers the most current and effective Medicaid planning best practices when dealing with increasing health and long-term care costs aging clients experience when seeking assisted care.

    Shana will present “Excluded vs. Countable Assets,” 9:30 – 10:45 a.m., regarding annuities, asset valuations, bank accounts, bonds, Community Spouse Resource Allowance, Earned Income Tax Credit, estate planning, government payment programs, household goods, income-producing property, insurance, loans, mutual fund shares, stocks, trusts, and vehicles. She will then present “Qualifying Asset Transfers: Which Techniques Work,” 12:30 – 1:45 p.m, which covers debt repayments and expense prepayments, exempt assets, gifts, IRAs and retirement accounts, life estate purchases, promissory notes and annuities, Reverse Half-Loaf Income Technique, reverse mortgages, spouse protection, and timing of transfers.

    Other discussion topics will include:

    • “Is Medicaid Right for Your Client?”
    • “Income Eligibility”
    • “Application Process, Appeals, and Post-Eligibility Issues”
    • “Liens, Estate Recovery, and Hardship Waivers”
    • “Legal Ethics”

    When: Wednesday, June 17, 2020

    9:00 a.m. – 4:30 p.m.

    Registration: nbi-sems.com

    The first registration costs $349 and each additional registration is $339. You may purchase the live audio webinar, on-demand audio, audio download, or audio CD.

    About Shana Siegel

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    Posted in: Elder Care & Special Needs Law, Estate Planning & Administration, Events, Shana Siegel | Tags: , ,

  • May 07, 2020Special Needs Spotlight Webinar Series: Taking Control – Harnessing Anxiety and Turning it Into a Plan

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this introductory session, “Taking Control – Harnessing Anxiety and Turning it Into a Plan,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will be joined by Trish Colucci Barbosa, RN and Care Manager, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant.

    Turning Your Anxiety Into a Plan

    Discussion topics will include:

    • Advocacy efforts for your child with special needs if he or she must be hospitalized during the coronavirus (COVID-19) pandemic
    • Ways to receive more support at home and how you may be able to be paid as a caregiver during this crisis
    • The preparation of contingency plans if you or your child’s caregiver becomes ill

    When: Thursday, May 21, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    To save the dates for future segments, please click here.

    About Your Speakers

    Trish Colucci Barbosa, RN-BC, CCM, LNCP-C

    Trish is the President and Principal Care Manager of Peace Aging Care Experts, LLC, a geriatric/life care management practice based in
    Chester, New Jersey. Since starting “PeACE” more than 14 years ago, Trish and her staff of nurses and social workers have assisted hundreds of individuals and their families in understanding and successfully navigating the aging process and its related health care challenges.

    A past president of the New Jersey chapter of the Aging Life Care Association, as well as a recent veteran of its National Board of Directors, Trish, is well known both locally and nationally as a knowledgeable and skillful care provider in the field of geriatric/aging life care.

    Elizabeth McKenna, ChSNC™, CFP®

    Elizabeth of Merrill Lynch Wealth Management has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned my CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    Shana Siegel, Esq., CELA, CAP

    Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: , ,

  • May 05, 2020Shana Siegel and Lori Kayne to Present at New Jersey State Bar Association 2020 Annual Meeting

    Shana Siegel, Chair of the Norris McLaughlin Elder Care and Special Needs Law Practice Group, along with Lori Kayne, the firm’s Geriatric Social Worker, will present “Solo Seniors: Who Are They? How and Why Are Their Legal Needs Different?” on Thursday, May 14, 3:00 – 4:15 p.m., for the New Jersey State Bar Association (NJSBA) 2020 Annual Meeting.

    “We’re honored that we have been invited to talk about this important subject which we are so passionate about and is critical for all attorneys to be made aware of, especially during these unprecedented times,” said Siegel.

    Kayne added, “We are dedicated to advocating for those who cannot speak for themselves to make sure their wishes are honored and that they are protected from exploitation. We are truly appreciative of the NJSBA to allow us this opportunity to educate others who can also be advocates for this vulnerable group.”

    About the NJSBA Elder and Disability Law Program

    Hosted by the NJSBA Elder and Disability Law Section, this program will address the topic of solo seniors, including the demographic and societal changes leading to the rise in seniors aging independently, their special estate planning needs, and the ethical and practical issues of representing them, especially when there is no appointed fiduciary.

    The multi-day event, May 13-15, being held virtually this year due to the coronavirus (COVID-19) pandemic, will feature speakers and presenters including members of New Jersey’s federal and state, appellate, and local courts. The NJSBA serves, protects, and promotes the personal and professional interests of its members, serving as the voice of New Jersey attorneys. It fosters professionalism and pride in the profession and the NJSBA, as well as provides educational opportunities to New Jersey attorneys to enhance the quality of legal services and the practice of law. For more information and to register, visit njsba.com.

    About Shana Siegel and Lori Kayne

    Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Prior to joining Norris McLaughlin, Siegel was with WanderPolo & Siegel for over 10 years, five of which were as principal. She has been involved in health and long-term care issues for over 25 years. Siegel is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, she was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

    Siegel is a member of the New Jersey Women Lawyers Association, the State Bar Elder Law Section, the Life Care Planning Law Firms Association, and the Bergen and Essex County Bar Associations. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

    Kayne has worked in the healthcare field for over 20 years. In collaboration with a client’s attorneys, she conducts Geriatric Assessments and develops detailed Life Care Plans to address any care, legal, or financial issues the client may have.

    Prior to joining the firm, Kayne was an Elder Care Coordinator at WanderPolo & Siegel. Kayne earned her M.S.S. from Bryn Mawr College in 1983, and her B.A., magna cum laude, from Bucknell University. She holds a Certificate in Elder Care from Stockton University and a Certificate of Gerontology from Rutgers University.

    Posted in: Elder Care & Special Needs Law, Lori Kayne, News, Shana Siegel | Tags: , ,

  • Apr 21, 20202020 Census and COVID-19 — Be Safe, Be Counted!

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will co-present the free webinar, “2020 Census and COVID-19 — Be Safe, Be Counted!” Shana will address financial exploitation directed toward elder and special needs groups. An investigator from the Consumer Affairs Division of the Bergen and Passaic County Department of Public Safety will also speak on how to identify legitimate 2020 Census contacts and COVID-19 financial information. Hosted by the Ridgewood Public Library, they will then discuss the importance of participating in the U.S. Census.

    When: Monday, April 27, 2020

    7:00 p.m.

    Where: Zoom Meeting

    Registration: engagedpatrons.org

    About Shana Siegel

    Shana concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy.

    As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, she was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

    Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is also active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

    Posted in: Elder Care & Special Needs Law, Events, Shana Siegel | Tags: , ,

Categories