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  • May 05, 2021Medical Decision Making in 2020 and Beyond

    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, the firm’s Geriatric Social Worker, will present the free webinar, “Medical Decision Making in 2020 and Beyond,” co-hosted by Artis Senior Living of Princeton Junction and Oasis Senior Advisors.

    Medical Decision Making

    This webinar will discuss various issues related to:

    • Principles of medical ethics
    • The impact of COVID-19 on medical decision making
    • Federal and New Jersey laws in relation to medical ethics
    • A social worker’s role in patient advocacy
    • Mechanisms for autonomy

    When: Thursday, May 20, 2021

    5:00 p.m. – 7:30 p.m.

    Register for Norris McLaughlin, Attorneys at Law, Legal Events in New Jersey, New York, and Pennsylvania

    This program is worth 2 CE Credits for Social Workers.

    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, 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. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

    About Lori Kayne

    Lori has been working as a Geriatric Social Worker in the healthcare field for over 20 years. At Norris McLaughlin she works in collaboration with an Elder Care Attorney to develop a detailed Life Care Plan that addresses the health, safety and care concerns of her clients as they impact their legal and financial planning. She and the attorney work with clients and their families for an extended period helping them navigate the healthcare maze and plan proactively.

    Prior to joining the firm, Lori was a Geriatric Social Worker at WanderPolo & Siegel law firm. She also worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge where she conducted geriatric assessments, developed plans of care and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. Prior to that she worked as a Discharge Planner in a variety of hospital and nursing home settings.

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

  • Apr 07, 2021Shana Siegel Speaks on Legal Planning for Vulnerable Adults

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, virtually presented “Specialized Legal Planning for Vulnerable Adults and Ethical Considerations Representing Clients with Diminished Capacity” on Monday, March 29, 2021, co-sponsored by the Federal Bar Association and myLawCLE.

    “In our office, we think a lot about solo seniors – older adults who live alone and have no immediate family. It is our duty to assist those who are vulnerable and to educate others who do the same,” said Siegel.

    Legal Planning for Vulnerable Adults

    Older adults and individuals with special needs face many challenges, but those without close family members are particularly at risk. This session helps identify clients who may be vulnerable and need specialized legal planning. Discussion topics include drafting documents to ensure clients’ rights are protected and ways to address the risk of exploitation, legal issues surrounding health care decision making for vulnerable adults, and ethical issues attorneys face when representing a client with diminished capacity as well as when acting as a fiduciary for a client or former client.

    This live webinar is now accessible on-demand, viewable for up to one year. One general and one ethics CLE credit may be earned, depending on state availability. For more information and to purchase the on-demand video for $195, please visit mylawcle.com.

    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.

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

  • Apr 01, 2021Medicaid and Benefits With an Elder Care Attorney in New Jersey

    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, “Medicaid and Benefits With an Elder Care Attorney in New Jersey,” hosted by the ALS Association Greater New York Chapter, along with Debbie Schlossberg, the Chapter’s Patient Services Coordinator. Norris McLaughlin is proud to host a virtual Exhibitor booth.

    Medicaid and Benefits With an Elder Care Attorney

    Elder law attorneys are advocates for the elderly and their loved ones. Shana will address the wide range of legal matters affecting an older or disabled person such as issues related to health care, long-term care planning, guardianship, retirement, Social Security, Medicare/Medicaid, and other important matters.

    “Education and Resource Summit: Navigating the ALS Journey” is a three-day event, April 7-9, being held virtually via Zoom, for the ALS community, including pALS, caregivers, family members, and industry professionals. Other discussion topics will include:

    • Medical Equipment and Assistive Technology
    • Advancements in ALS Research
    • Current Care Models
    • Self-Advocacy
    • And Much More!

    When: Wednesday, April 7, 2021

    5:00 pm – 6:00 p.m.

    Register for Norris McLaughlin, Attorneys at Law, Legal Events in New Jersey, New York, and Pennsylvania

    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, 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. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

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

  • Mar 03, 2021Judge Giordano Presents Virtually for the Society of Settlement Planners

    The Honorable Emil Giordano (Ret.), a Member of law firm Norris McLaughlin, P.A., and Co-Chair of its Litigation Practice Group, recently presented “Judiciary Panel: Planning from The Court’s Perspective” and “Working with Ad Litem and Elder Law Attorneys” for the Society of Settlement Planners 2021 Annual Conference, held virtually this year, February 23-25.

    “Preparation is key to any successful legal encounter. It was my pleasure to speak with the members of the Society of Settlement Planners to better assist in that process,” said Judge Giordano.

    About the Society of Settlement Planners 2021 Annual Conference

    The judiciary panel, held February 24, featured judges and mediators, who discussed their experiences with settlement planners. They addressed the settlement plans they are more likely to approve, such as straight blended planning options rather than structured settlement plans; how planners can be better advocates for plaintiffs in these settings; and how they can better communicate with judges about the importance of a balanced plan and settlement protection.

    The elder law presentation, held February 25, covered how planners can expand their network by working with court-appointed guardians, how guardians arrive at a determination and apportionment of the settlement, and what happens when a guardian overrules the wishes of the plaintiff and the family.

    About Judge Giordano

    Judge Giordano served as a presiding judge on the Court of Common Pleas of Northampton County, Third Judicial District, from 2004 through 2018. He was Northampton County’s first administrative judge of the Orphans’ Court County Division, overseeing estates and trusts of the county; and was named to the Statewide Orphans’ Court Task Force, an organization charged with implementing changes to Orphans’ Court. He was also the first judge in Pennsylvania to institute guardianship certification requirements for the protection of senior citizens.

    For 15 years, Judge Giordano presided over many jury trials and non-jury trials, hearings and motions, and a wide range of disputes under Pennsylvania and federal law, including construction, commercial litigation, professional malpractice, CERCLA, Civil Rights, condemnations, labor and land use appeals, criminal, and domestic relations.

    As an arbitrator and mediator, Judge Giordano is certified through Harvard Law School Negotiation Institute in Advanced Mediation. He is a fellow of the American College of Civil Trial Mediators; is affiliated with the American Arbitration Association (AAA) Mediation; has been inducted into the Pennsylvania Chapter of the National Academy of Distinguished Neutrals (NADN) as a Diplomate Member for mediation; and has been selected to serve as an arbitrator and mediator to the Judicial Roster, Real Estate, and Pennsylvania at Large ADR Panels of Distinguished Neutrals for the International Institute for Conflict Prevention & Resolution.

    Judge Giordano serves on the Board of Trustees of the Center for Guardianship Certification, the Board of Directors for the Notre Dame CYO, and the Board of Governors for Saint Thomas More Society. He is a recognized member of the Justinian Society of Philadelphia and is the Northampton County Bar Association Wills and Trusts Committee Lecturer. In 2005, he was the first judicial recipient of the Lehigh Valley Crime Victims Council Award for Outstanding Commitment to Victims’ Rights. On January 1, 2020, Judge Giordano was designated Vice-Chair of the statewide Orphans’ Court Procedural Rules Committee by the Supreme Court of Pennsylvania.

    Judge Giordano earned his J.D. from Villanova University School of Law in 1985 and his B.A. from Moravian College in 1982. A proud Moravian College alumnus, he serves as an Adjunct Professor for undergraduate classes.

    Posted in: Alternative Dispute Resolution, Elder Care & Special Needs Law, Hon. Emil Giordano (Ret.), Litigation, News | Tags: , , ,

  • Nov 20, 2020Whose Decision Is It Anyway: Cognitive Decline and the Ability to Sign Legal Documents

    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, the firm’s Geriatric Social Worker, will present the free webinar, “Whose Decision Is It Anyway: Cognitive Decline and the Ability to Sign Legal Documents,” hosted by Aveanna Healthcare Concierge Services and co-sponsored by Lester Senior Housing, A JCHC Community.

    About the Cognitive Decline and the Ability to Sign Legal Documents

    This webinar will define “mental capacity” and outline medical conditions that can influence capacity, address common legal documents and the degree of capacity needed to sign them, and discuss methods to maximize capacity.

    When: Tuesday, December 1, 2020

    2:00 – 3:00 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), 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, 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. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

    About Lori Kayne

    Lori Kayne has been working as a geriatric social worker in the health care field for over 20 years. At Norris McLaughlin, she works in collaboration with an elder care attorney to develop a detailed life care plan that addresses the health, safety, and care concerns of clients as they impact their legal and financial planning. Lori and the attorney work with clients and their families for an extended period helping them navigate the health care maze and plan proactively.

    Lori has previously worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge, where she conducted geriatric assessments, developed plans of care, and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. She also worked as a discharge planner in a variety of hospital and nursing home settings.

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

  • Oct 07, 2020Special Needs Trusts and Beyond: Understanding Planning for Individuals with Disabilities

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will present the webinar, “Special Needs Trusts and Beyond: Understanding Planning for Individuals with Disabilities,” co-hosted by the Federal Bar Association and myLawCLE.

    Understanding Planning for Individuals with Disabilities

    Discussion topics will include:

    • How to identify when special needs planning is needed
    • ABLE Accounts
    • Considering trust provisions: revocability, trust protectors and advisors, distribution language
    • First-party special needs trusts
    • Planning with Retirement Accounts and Life Insurance
    • Pooled Trusts
    • SECURE Act
    • Supplemental benefits trusts vs. discretionary trusts
    • Trust administration and distributions
    • Understanding how public benefits impact special needs planning
    • Other issues to address in planning for an individual with a disability

    When: Thursday, October 22, 2020

    2:00 – 3:00 p.m.

    Registration: mylawcle.com

    This program is being offered as a live webcast and on-demand video for $95. One CLE credit is available.

    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), 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, 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. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

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

  • Sep 25, 2020Personal Values: Advance Care Planning and Dementia

    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, the firm’s Geriatric Social Worker, will co-present the free webinar, “Personal Values: Advance Care Planning and Dementia,” hosted by the New Jersey Health Care Quality Institute as part of their Conversation of Your Life (COYL) series.

    Advance Care Planning and Dementia

    Meant for caregivers, patients, and families, Shana and Lori will be joined by Kim Polachek, Memory Care Advisor at Arden Courts Of Whippany, and Michele Smith, Hospice Liaison of Compassionate Care Hospice, to address how to provide for a loved one with Dementia. They will discuss the importance of communicating wishes before it is too late and the various options available to help document those wishes.

    When: Thursday, October 1, 2020

    noon – 1:00 p.m.

    Registration: njhcqi.org

    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), 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, 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. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

    About Lori Kayne

    Lori Kayne has been working as a Geriatric Social Worker in the healthcare field for over 20 years. At Norris McLaughlin, she works in collaboration with an Elder Care Attorney to develop a detailed Life Care Plan that addresses the health, safety, and care concerns of her clients as they impact their legal and financial planning. Lori and the attorney work with clients and their families for an extended period helping them navigate the health care maze and plan proactively.

    Lori has previously worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge, where she conducted geriatric assessments, developed plans of care, and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. She also worked as a Discharge Planner in a variety of hospital and nursing home settings.

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

  • Sep 23, 2020Special Needs Spotlight Webinar Series: Considering Residential Options
    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this tenth and final session, “Considering Residential Options,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will address the resources available in assisting individuals with special needs to determine their residential options.

    Considering Residential Options

    When: Friday, October 2, 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

    Every parent of a child with special needs worries about what will happen if (or when) they predecease their child. Throughout this series, Shana and her guests addressed 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: ,

  • Sep 16, 2020Special Needs Spotlight Webinar Series: Understanding NJ Medicaid for Individuals With Disabilities
    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this ninth session, “Understanding NJ Medicaid for Individuals With Disabilities,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will be joined by Gwen Orlowski, Executive Director of Disability Rights New Jersey (DRNJ).

    Understanding NJ Medicaid for Individuals With Disabilities

    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, and much more.

    When: Tuesday, September 22, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    This event is free of charge. 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.

    About Gwen Orlowski

    As of, Gwen Orlowski is the Executive Director of Disability Rights New Jersey. Prior to joining DRNJ in January 2019, she practiced health law with a focus on accessing long-term services and supports, at Central Jersey Legal Services. From October 2013 through April 2015, Gwen worked as a Senior Staff Attorney with Justice in Aging (formerly the National Senior Citizens Law Center) in its health group before returning to NJ in May 2015. Prior to her work at Justice in Aging, Gwen was the Chief Section Counsel and Supervising Attorney in the Senior Legal Rights Project at Legal Services of New Jersey. Previously, she was at LSNJ from 2002 until 2007, where she supervised both the Senior Legal Rights Project and the Anti-Predatory Lending Project. From 2007 until 2010, Gwen served as the Director of Elder Advocacy and Director of Advocacy for People with Developmental Disabilities at New Jersey’s Department of the Public Advocate until it was dissolved. In 2010, Gwen served as New Jersey’s Statewide Long-Term Care Ombudsman. Gwen has taught Elder Law at Seton Hall University School of Law and currently is an adjunct professor of law at the Newark campus of Rutgers University School of Law. She received her JD from Rutgers School of Law – Newark and graduated from Georgetown University with an AB in Government.

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

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