• Services
  • Attorneys
  • Media & Insights
  • Online Payment
  • Join Our Team
Results may vary depending on your particular facts and legal circumstances. No aspect of this advertisement has been approved by the Supreme Court of New Jersey. A description of the selection methodology can be found here.
  • Services
  • Attorneys
  • Media & Insights
  • About Us
  • Delivering Value
  • Diversity & Inclusion
  • Meritas
  • Contact Us
  • Online Payment
    A
    Alternative Dispute ResolutionAntitrust & Trade RegulationAppellate Practice
    B
    Banking & Financial ServicesBankruptcy, Creditors’ Rights, and Financial RestructuringBeer LawBusiness Law
    C
    Cannabis LawConstruction LawCooperative and Condominium Law (Co-op & Condo)Criminal Defense
    E
    Economic Development LawElder Care & Special Needs LawElectronic Discovery ("E-Discovery")Environmental LawERISA & Employee BenefitsEstate Planning and Administration & Wealth PreservationExecutive Compensation and Employment Strategies
    F
    Food, Beverage & HospitalityFranchise Law
    H
    Health Care & Life SciencesHealth Care ProvidersHigher EducationHospitals and Health Networks
    I
    ImmigrationInsurance CoverageIntellectual PropertyIntellectual Property Litigation, Arbitration, and Dispute ResolutionIntellectual Property Portfolio Strategy, Management & LicensingInternational BusinessInternet Law
    L
    Labor & EmploymentLiquor Law, Licensing, Manufacturing, and DistributionLitigation
    M
    Media Law & Creative Economy PracticeMergers & AcquisitionsMunicipal Law
    N
    Non-Profit Law
    P
    Patent Preparation and ProsecutionPharmaceutical / Medical Devices / Pharma ServicesProducts and Consumer Liability DefenseProfessional LiabilityPublic Utilities
    R
    Real Estate, Finance, and Land Use
    S
    SecuritiesSolar Energy
    T
    TaxationTelecommunicationsTrademark & Copyright Protection & Enforcement
    V
    Venture Tech & Emerging Growth Companies
    W
    White Collar Investigations & DefenseWorkers’ Compensation
    • New Jersey
    • New York
    • Pennsylvania
    • Blogs
    • Articles
    • Podcasts
    • COVID-19 Resources

    Categories

    A. Nichole Cipriani Alan Tenenbaum Alternative Dispute Resolution Andrew J. Kimball Anthony M. Brichta Anthony P. D'Elia Appellate Practice Arnold L. Bartfeld Banking & Financial Services Bankruptcy & Creditors' Rights Barbara L. Hollenbach Bartley J. Breinin Benjamin D. Schwartz Benjamin P. Sheppard Brian C. Anscomb Bruce J. Wisotsky Bruce S. Londa Business Law C. Bruce Hamburg Cannabis Law Charles A. Bruder Christopher A. Erd Christopher R. Gray Commercial Litigation Construction Law Cooperative ("Co-op") and Condominium Law Criminal Investigations and White Collar Defense Danielle M. DeFilippis David C. Berger David C. Roberts David H. Siegel David N. Vozza David S. Blatteis David T. Harmon Dean M. Roberts Dolores A. Laputka Douglas R. Brown Economic Development Law Edward A. Hogan Edward G. Sponzilli Elder Care & Special Needs Law Electronic Discovery ("E-Discovery") Emily J. Viret Energy Law Environmental Environmental Law Eric Addison Negri Estate Planning & Administration Events Executive Compensation and Employee Benefits Ezra N. Goodman F. Peter Lehr Food, Beverage & Hospitality Franchise Law General Gerard Proefriedt Health Care & Life Sciences Higher Education Hon. Emil Giordano (Ret.) Hugh P. Finnegan Immigration Impact Policies Insurance Coverage Intellectual Property International Business and Tax Planning Internet Law Irem Dogan James H. Laskey James J. Costello Jeanne Hamburg Jeffrey K. Cassin Jerome F. Gallagher, Jr. Jodi A. Sokol Joel N. Jacobson John A. Jakub John F. Lushis, Jr. John N. Vanarthos John V. Kelly III Joseph A. Farco Judith A. Harris Kenneth D. Meskin Kimbrilee M. Weber Kurt G. Briscoe Labor & Employment Lauren E. Lewis Liquor Law, Licensing, Manufacturing and Distribution Litigation Margaret Raymond-Flood Mariya Gonor Mark L. Weyman Martha N. Donovan Matthew C. Wells Melissa A. Peña Mergers & Acquisitions Michael Coppa Michael K. Ligorano Michael T. Reilly Michael Townsend Michelle L. Scanlon Milan D. Slak Minal Naseem Monica Perez Schroeck Municipal Law News Nicholas A. Duston Nicholas F. Pellitta Oldrich Foucek, III Patrick T. Collins Peter D. Hutcheon Peter J. Connors Products Liability Defense Professional Liability & Malpractice Public Utilities Real Estate & Finance Rebecca J. Price Richard B. Somach Rikki Lamatino Field Robert C. Gabrielski Robert Mahoney Rocco L. Beltrami S. Graham Simmons, III Samuele Riva Sandra Jarva Weiss Scott R. Lipson Securities Shana Siegel Sharyn A. Tritto Solar Energy Sports, Media & Entertainment Law Steven A. Karg Steven J. Reed Taxation Taylor R.D. Briggs Telecommunications Theodore J. Zeller III Timothy P. McKeown Uncategorized Vaughn Parchment Venture Tech & Emerging Growth Companies Victor S. Elgort W. Joseph Salvador William A. Dreier William J. Beneduce William L. Brewer William R. Murphy III Workers’ Compensation—Pennsylvania Office
    Blogs > Norris McLaughlin, P.A., Attorneys at Law > Special Needs Trusts and Beyond:...
    NM PR
    Visit Profile

    Special Needs Trusts and Beyond: Understanding Planning for Individuals with Disabilities

    Special 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.

    NM PR
    Visit Profile

    Related Posts

    Norris Presents Program for Social Workers On Financial Exploitation Shana Siegel Named to NLJ’s 2022 Family/Elder Law Trailblazers List Legal and Financial Planning for Aphasia Caregivers

    Share

    Tags

    #Elder Care & Special Needs Law #Estate Planning & Administration #Shana Siegel

    Helpful links

    • About Us
    • News
    • Services
    • Blogs
    • Attorneys
    • Articles
    • (COVID-19)
    • Award Methodology
    • Events
    • Join Our Team
    Connect
    Online Payment

    Connect with Us

    • LinkedIn
    • Facebook
    • Twitter
    • Instagram
    • Youtube

    Join our growing team

    We are looking for quality attorneys to help us do more for our clients. At Norris McLaughlin, each attorney has the same opportunity to succeed whether you’re at the beginning of a career or pinnacle of the profession.

    Learn More

    Subscribe to our content

    Receive timely legal information delivered to your inbox

    This field is for validation purposes and should be left unchanged.
    © , Norris McLaughlin, P.A., All Rights Reserved. Attorney Advertising.
    VIEW OUR DISCLAIMER,  TERMS OF USE,  AND PRIVACY POLICY

    We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume you consent to our cookie policy. Learn more