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Estate Planning & Administration

  • Jan 28, 2021Jill Lebowitz Named Norris McLaughlin Estate, Trust, and Tax Law Practice Group Co-Chair

    Jill Lebowitz, a Member of the law firm Norris McLaughlin, P.A., has been named Co-Chair of the firm’s Estate, Trust, and Tax Law Practice Group along with James J. Costello, Jr., and Judith A. Harris.

    “I am honored to be a co-chair of the firm’s Estate, Trust, and Tax Law Practice Group and look forward to my new leadership role. It is a privilege for me to continue to serve the families and business community of New Jersey as part of our estate, trust, and tax team,” said Lebowitz.

    About the Norris McLaughlin Estate, Trust, and Tax Law Practice Group

    Norris McLaughlin’s estate, trust, and tax law attorneys have vast experience in all aspects of state, federal, and international tax law, with an emphasis on the planning and administration of trusts and estates. To assure that assets pass to intended beneficiaries at as little cost as possible, including minimizing state and federal tax burdens, which may require the use of sophisticated and creative planning techniques, the firm provides services in four main areas: business tax, employee benefits, tax controversy, and trusts and estates. Members of this diverse group (many of whom hold master’s degrees in tax law) frequently lecture on tax and business issues to the tax sections of the American Bar Association, the New Jersey State Bar Association, and the Society of Certified Public Accountants, and other organizations.

    About Jill Lebowitz

    Lebowitz devotes her practice to estate planning, trust and estate administration, and counseling tax-exempt organizations. She is experienced in drafting sophisticated estate planning instruments and counseling individuals and families regarding estate, gift, and generation-skipping transfer tax issues. Lebowitz advises clients on the development of both simple and complex estate plans, philanthropic planning, and business succession issues. She drafts estate planning instruments including wills, revocable living trusts, insurance trusts, dynasty trusts, charitable trusts, grantor retained annuity trusts, qualified personal residence trusts, shareholder agreements, limited liability company operating agreements, durable powers of attorney, and advance directives for health care.

    In addition, Lebowitz handles all aspects of trust and estate administration, as well as fiduciary litigation and guardianship matters. She prepares federal and state estate and inheritance tax returns and federal gift tax returns. Lebowitz is knowledgeable in drafting disclaimers and agreements regarding post-mortem planning, informal distribution agreements, judicial fiduciary accountings, and handling court proceedings to effect final distribution of estates and trusts. She counsels individuals and financial institutions regarding their fiduciary duties as personal representatives and trustees, including advising on legal and tax issues, as well as issues in connection with administering trusts. She also assists individuals, families, and fiduciaries with all aspects of fiduciary litigation, and handles guardianship matters.

    Lebowitz regularly advises tax exempt organizations about federal tax exemption issues, state charitable registration filings, and governance issues. On behalf of tax-exempt organizations, she drafts nonprofit corporation documents and prepares federal applications for tax exempt status, state charitable registration filings, and state property tax and sales tax exemption applications. Lebowitz has extensive experience advising individuals, family and corporate foundations, and tax-exempt organizations on nonprofit corporate governance, private foundation excise taxes, domestic and international grant-making, executive compensation, excess benefit rules and intermediate sanctions, unrelated business income, scholarship programs, and fundraising issues.

    Lebowitz is a Fellow of The American College of Trust and Estate Counsel (ACTEC), a national organization of approximately 2,500 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors. She has also been selected for inclusion on the current list of New Jersey Super Lawyers in the Estate & Probate section. Lebowitz is a Past Chair of the New Jersey State Bar Association’s Real Property, Trust & Estate Law Section, and continues to serve on the Section’s Board of Consultors. She is also a Past President of the Greater Middlesex/Somerset Estate Planning Council and continues to serve on its Board of Trustees.

    Lebowitz earned her LL.M. in Taxation from New York University School of Law, her J.D. from Rutgers University School of Law—Newark, and her B.A. from New York University.

    Posted in: Estate Planning & Administration, Jill Lebowitz, News, Taxation | Tags: , ,

  • Jan 01, 2021Norris McLaughlin Promotes Two Associate Attorneys to Members of the Firm

    The law firm of Norris McLaughlin, P.A., is pleased to announce the promotion of Nicholas J. Dimakos and William C. Menard to Members of the firm effective January 1, 2021.

    “Both Nick and William exemplify what Norris McLaughlin stands for in our mission and values, so we are pleased to present them with this advancement in their legal careers,” said John N. Vanarthos, Chairman of the firm.

    About Nick Dimakos

    On his promotion, Dimakos stated, “I’ve learned so much from my colleagues and mentors here at Norris McLaughlin, and I’m happy to continue my journey with the firm in this new role.”

    Dimakos focuses on trust and estate litigation, representing both beneficiaries and fiduciaries in contested matters. His practice encompasses a broad range of disputes, including will contests and challenges to account beneficiary designations; accounting actions involving estates, trusts, and powers of attorney; contested administrations involving challenges to and the defense of the actions of executors and trustees; trust terminations and modifications; and guardianship actions.

    Dimakos is frequently appointed to serve as counsel to alleged incapacitated individuals and volunteers as a mediator for Somerset County’s Probate Early Settlement Program. He writes about probate litigation and guardianships on the firm’s NJ Beneficiary Rights Law Blog, “Guardians of Your Will.”

    Dimakos received his J.D., magna cum laude, from Seton Hall University School of Law, where he was a member of the Seton Hall Law Review.  After graduation, Dimakos clerked for the Assignment Judge of Bergen County, the Honorable Peter E. Doyne (Ret.). He earned his B.S., magna cum laude, from The College of New Jersey in 2008.

    About William Menard

    “It’s been a pleasure working at Norris McLaughlin and I am thrilled the firm trusts me enough to provide me with this opportunity to take on more responsibilities,” Menard commented.

    Menard is a leading immigration law and deportation defense attorney. He represents both individual and corporate clients in all facets of immigration law and represents clients at trial in deportation proceedings before immigration courts throughout the country. Menard is also admitted to practice before the United States Supreme Court and routinely represents clients before the federal courts of appeals, the Board of Immigration Appeals, and the U.S. Citizenship & Immigration Services. He has completed and advised on permanent residence visas and various temporary visas, representing clients from across the globe.

    Additionally, Menard is active in his community on immigration matters, helping to write a town ordinance protecting immigrants from discrimination and advising education professionals on how to help ensure that immigrant students feel safe in school.

    Menard earned his J.D. from St. John’s University School of Law in 2012 and his B.A. in Government at Claremont McKenna College in 2009. In law school, Menard was selected to join the prestigious Moot Court Honor Society, earning the Joseph T. Tinnelly Best Brief Award for his year and being twice chosen to argue in the Philip C. Jessup International Moot Court Competition, the largest and most respected moot court competition in the world.

    Posted in: Estate Planning & Administration, Immigration, News, Nicholas J. Dimakos, William C. Menard | Tags: , , ,

  • Dec 16, 2020Dean Roberts Presents Estates and Trusts Webinar for Morningside Gardens Co-op Shareholders

    Dean M. Roberts, a Member of law firm Norris McLaughlin, P.A., and Chair of its New York Real Estate & Finance Law Practice Group and the firm’s Cooperative (“Co-op”) and Condominium Law Industry Group, presented “Estates and Trusts Presentation for Co-op Shareholders” to the Morningside Heights Housing Corporation for the third year in a row on December 11. Due to the pandemic, however, this year’s presentation was virtual.

    “It is so important, especially for shareholders, to put all your wishes and desires in a trust form to avoid a long-contested probate, so that your appointed trustee can take care of business right away, benefiting everyone involved,” said Roberts, who serves as Counsel to the Morningside Heights Housing Corporation.

    About the Estates and Trusts Presentation for Co-op Shareholders

    In the presentation, Roberts explained how estates are handled in New York State and what shareholders can do to protect their assets and make the process as simple as possible for themselves and their family members. Also discussed were the various forms and uses of trusts that are now available to shareholders at Morningside Gardens. Participants were able to submit questions before, during, and after the presentation, which Roberts would answer to be circulated later through a follow-up document. To view a recording of the virtual presentation, please click here.

    About Dean Roberts

    Roberts focuses on real estate litigation with a sub-specialty in the representation of cooperative housing corporations and condominiums. He has handled all facets of condominium and cooperative ownership, from sponsor/purchase and conversion to representing well-established tenant-shareholder Boards of Directors. Roberts also represents cooperative corporations and moderate-income co-ops in all areas of litigation, including landlord/tenant.

    Through his involvement with the Coordinating Council of Cooperatives, Roberts is active in court reform efforts and the cooperative movement. In his community, he works to promote affordable housing as a director of the Cooperative Development Fund Board of Advisors and other housing programs.

    Roberts earned his J.D. from Rutgers School of Law – Newark in 1987 and his B.A. from Rutgers, The State University of New Jersey, Rutgers College, in 1982.

    Posted in: Cooperative ("Co-op") and Condominium Law, Dean M. Roberts, Estate Planning & Administration, News, Real Estate & Finance | Tags: , , ,

  • Dec 14, 2020Judge Giordano Elected to Center for Guardianship Certification Board of Trustees

    The Honorable Emil Giordano (Ret.), a Member of law firm Norris McLaughlin, P.A., and Co-Chair of its Litigation Practice Group, has been elected to the Board of Trustees of the Center for Guardianship Certification, effective January 1, 2021.

    “I have encouraged and always will encourage, support, and foster best practices in the establishment and delivery of quality guardianship services, so it is an honor and my pleasure to join the CGC Board to better serve guardians and those who assist them,” said Judge Giordano.

    About the Center for Guardianship Certification

    Incorporated in 1997, the Center for Guardianship Certification (CGC) was created to enhance the quality of guardianship services by developing and administering a comprehensive national guardian certification program. It aims to provide and maintain every professional guardian with the appropriate and necessary credentials. The CGC’s Board of Trustees meets four times a year, with the final meeting traditionally taking place at the National Guardianship Association conference in October.

    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’ 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 is a member of the Board of Directors for the Notre Dame CYO, and of the Board of Governors for Saint Thomas More Society; 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. in 1985 from Villanova University School of Law and his B.A. from Moravian College in 1982. A proud Moravian College alumnus, he serves as an Adjunct Professor for undergraduate classes. Born in Brooklyn to Italian immigrant parents, Judge Giordano was the first in his family to attend high school and is a graduate of Bethlehem Catholic High School, which presented him with its Distinguished Graduate Award.

    Posted in: Estate Planning & Administration, Hon. Emil Giordano (Ret.), 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: , , ,

  • Nov 05, 2020Norris McLaughlin Has Been Named a Tier 1 Metropolitan “Best Law Firm” in 11 Practice Areas by U.S. News – Best Lawyers® in 2021

    The law firm of Norris McLaughlin, P.A., is proud to announce that it has been selected for inclusion in eleven practice areas for the 2021 “Best Law Firms” metropolitan rankings by the U.S. News & World Report and Best Lawyers®. The firm’s full listing of First Tier Metropolitan rankings is as follows:

    • Arbitration
    • Bankruptcy and Creditor Debtor Rights/Insolvency and Reorganization Law
    • Commercial Litigation
    • Energy Law
    • Environmental Law
    • Litigation – Construction
    • Litigation – Environmental
    • Mediation
    • Product Liability Litigation – Defendants
    • Trusts & Estates Law
    • Workers’ Compensation Law – Employers

    Norris McLaughlin has also received a Tier 2 Metropolitan ranking in the following practice areas:

    • Banking and Finance Law
    • Communications Law
    • Corporate Law
    • Family Law
    • Family Law Mediation
    • Litigation – Bankruptcy
    • Natural Resources Law

    “This listing of Norris McLaughlin is an outstanding achievement for the practice groups and dedicated attorneys who serve our clients. The rankings represent independent substantiation of the value we provide our clients, producing real results through efficient and diligent counsel,” said John N. Vanarthos, Chairman of the firm.

    About U.S. News – Best Lawyers® “Best Law Firms”

    From the start, the mission of “Best Law Firms” has been to help guide referring lawyers and clients – from the country’s largest companies needing corporate legal advice to individuals needing a divorce or a will – issues with bet-the-company implications or potentially life-changing results respectively. The U.S. News – Best Lawyers® “Best Law Firms” rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations, peer review from leading attorneys in their fields, and review of additional information provided by law firms as part of the formal submission process. For more information, including methodology, and the full listing, see bestlawfirms.usnews.com.

    About Norris McLaughlin

    Norris McLaughlin is a multi-practice, commercial law firm with offices in New Jersey, New York, and Pennsylvania. Though regionally based, the firm has grown its capabilities to include counseling on matters of national and international scope. Boasting a team of more than 120 attorneys practicing in over 25 legal disciplines and industry-focused groups, Norris McLaughlin is well-positioned to represent a wide range of client segments, including small business, middle-market companies, and Fortune 500 corporations, as well as the private individuals and families who own and run them.

    Once a humble two-man practice in Somerville, New Jersey, the firm has leveraged a multi-disciplinary legal practice with a deep dedication to superior client service to become the largest law firm in Somerset County and one of the Top 20 law firms based in New Jersey. To respond to the changing needs of the firm’s clients and the business community, Norris McLaughlin expanded its geographic reach by merging with like-minded firms in New York City (1999) and the Lehigh Valley in Pennsylvania (2009). As a result of this expansion, and with the resources of international law firm networks providing additional bench strength and service capability, Norris McLaughlin now delivers a total package of legal solutions to represent clients wherever they are and whatever their legal issues may be.

    Posted in: Banking & Financial Services, Bankruptcy & Creditors' Rights, Business Law, Construction Law, Environmental, Estate Planning & Administration, Litigation, Matrimonial & Family Law, News, Products Liability Defense, Solar Energy, Telecommunications, Workers’ Compensation—Pennsylvania Office | 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: , , ,

  • Aug 11, 2020Taking Charge: Advance Care Planning for Retirement

    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, “Taking Charge: Advance Care Planning for Retirement,” hosted by the New Jersey Health Care Quality Institute as part of their Conversation of Your Life (COYL) series.

    About Advance Care Planning for Retirement 

    Shana, along with Michele Smith, Hospice Liaison of Compassionate Care Hospice, and Heather Darling, Morris County Surrogate, will discuss setting realistic goals to effectively plan for retirement and how to follow through as early as possible. Discussion topics will include:

    • Advance Care Planning
    • Advance Directives
    • Elder Law
    • Estate Planning
    • Hospice
    • Palliative Care

    When: Tuesday, August 18, 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.

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

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