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Estate Planning & Administration

  • 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: , ,

  • Jul 21, 2020Jill Lebowitz to Speak on New Jersey Inheritance Tax at NJICLE Estate Planning Summer Institute

    Jill Lebowitz, a Member of the law firm Norris McLaughlin, P.A., will present “Digging Deeper into the New Jersey Inheritance Tax” for the New Jersey Institute of Continuing Education (NJICLE) Estate Planning Summer Institute.

    “Each year, it is my pleasure to participate in the NJICLE Estate Planning Institute. Especially now, during these unprecedented times, it is more important than ever to stay informed,” said Lebowitz.

    About the NJICLE Estate Planning Summer Institute

    The two-day program, co-sponsored by the New Jersey State Bar Association Real Property, Trust and Estate Law Section, will be held on Thursday, July 23, and Friday, July 24, 9:00 a.m. – 4:00 p.m., as a live webcast. The Institute offers 13.4 CLE credits, including one ethics/professionalism credit. For more information and to register, visit njsba.com or call NJICLE at 732-214-8500.

    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, shareholders 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 the final distribution of estates and trusts. She also 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 regarding 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 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: , ,

  • Jul 14, 2020Special Needs Spotlight Webinar Series: Guardianship and Supported Decision-Making

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this session, “Guardianship and Supported Decision-Making,” A. Nichole Cipriani, a Member of the firm, will be joined by Elizabeth McKenna, CFP and Chartered Special Needs Consultant.

    Guardianship and Supported Decision-Making

    When: Wednesday, July 15, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About Your Presenters

    Nichole Cipriani, Esq.

    Nichole devotes her practice to estate and tax planning and estate administration. She assists individuals and families with a broad range of estate and tax planning, including business succession planning, special needs and disability planning, and international estate planning. To that end, Nichole is experienced in preparing wills, insurance trusts, revocable trusts, qualified domestic trusts, grantor-retained annuity trusts, charitable trusts, qualified personal residence trusts, special needs trusts, supplemental benefits trusts, durable powers of attorney, and advance directives for health care. Her planning practice also encompasses asset planning involving family limited partnerships and tax-exempt organizations, such as family foundations.

    In addition, Nichole counsels executors and trustees in administering decedents’ estates and trusts. Her estate administration practice includes probate proceedings, preparing estate and inheritance tax returns, handling estate and inheritance tax audits, and preparing documents necessary to effect interim and final distributions from an estate or trust. Nichole has extensive experience representing clients before the Internal Revenue Service, preparing filings for individuals and legal entities, including Forms 706, 709, 990, and 1041; drafting and filing Tax Court petitions and Private Letter Ruling requests; and negotiating Innocent Spouse relief.

    Elizabeth McKenna, ChSNC™, CFP®

    Elizabeth of Merrill Lynch Wealth Management 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 her 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.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, 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.

    Posted in: A. Nichole Cipriani, Elder Care & Special Needs Law, Estate Planning & Administration, Events | Tags: , ,

  • May 13, 2020Medicaid Planning

    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 National Business Institute audio webinar, “Medicaid Planning.”

    About Medicaid Planning

    This webinar, designed for accountants, attorneys, financial planners, geriatric care managers, investment advisors, nursing home administrators, and paralegals, offers the most current and effective Medicaid planning best practices when dealing with increasing health and long-term care costs aging clients experience when seeking assisted care.

    Shana will present “Excluded vs. Countable Assets,” 9:30 – 10:45 a.m., regarding annuities, asset valuations, bank accounts, bonds, Community Spouse Resource Allowance, Earned Income Tax Credit, estate planning, government payment programs, household goods, income-producing property, insurance, loans, mutual fund shares, stocks, trusts, and vehicles. She will then present “Qualifying Asset Transfers: Which Techniques Work,” 12:30 – 1:45 p.m, which covers debt repayments and expense prepayments, exempt assets, gifts, IRAs and retirement accounts, life estate purchases, promissory notes and annuities, Reverse Half-Loaf Income Technique, reverse mortgages, spouse protection, and timing of transfers.

    Other discussion topics will include:

    • “Is Medicaid Right for Your Client?”
    • “Income Eligibility”
    • “Application Process, Appeals, and Post-Eligibility Issues”
    • “Liens, Estate Recovery, and Hardship Waivers”
    • “Legal Ethics”

    When: Wednesday, June 17, 2020

    9:00 a.m. – 4:30 p.m.

    Registration: nbi-sems.com

    The first registration costs $349 and each additional registration is $339. You may purchase the live audio webinar, on-demand audio, audio download, or audio CD.

    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.

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

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