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Oct 09, 2020

Special 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.» Read More

Sep 04, 2020

Special Needs Spotlight Webinar Series: Administering Special Needs Trusts

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this session, “Administering Special Needs Trusts,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, addressed special needs trusts.» Read More

Aug 21, 2020

Special 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 session, “Understanding Special Needs Trusts,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, addressed special needs trusts.» Read More

Jun 30, 2020

Special 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 fifth session, “Creating a Letter of Intent and a Life Plan,” Abbey M. Horwitz, a Member of the firm, spoke with Elizabeth McKenna, CFP and Chartered Special Needs Consultant of Merrill Lynch Wealth Management, and Heidi Rome, internationally-recognized expert on the autism journey for mothers, Autism Mom Coach, and founder of Moms Spectrum OasisRead More

Jun 10, 2020

Special 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 second session of the Special Needs Spotlight Webinar Series, “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, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth Management, spoke on financial, estate, and other legal planning for families with children with special needs.» Read More

May 27, 2020

Special Needs Spotlight Series: Taking Control – Harnessing Anxiety & 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, spoke with Trish Colucci Barbosa, RN and Care Manager at Peace Aging Care Experts, LLC, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth ManagementRead More

Apr 27, 2020

Understanding Fiduciary Roles and Considerations in Choosing Who to Appoint

One of the hardest things for us to talk about is planning for end-of-life care. This includes appointing fiduciary roles to make decisions concerning health care and expressing wishes regarding life-prolonging measures and treatment. Unfortunately, most people wait too long before consulting an elder law attorney about estate planning and health care documents, which may be costly.» Read More

Jun 11, 2019

Special Needs Planning: Don’t Get Stuck Giving Unnecessary Money to the State

Special needs planning requires special expertise. I sat down with a new client last week and asked to review her old estate planning documents. Her Will included a special needs trust for her young adult child with autism. The document was prepared by a prestigious firm, so I was shocked to find that the trust was completely wrong.» Read More

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