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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.
noon - 1:00 p.m.
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.
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.
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.
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