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Shana Siegel

  • Sep 16, 2020Special Needs Spotlight Webinar Series: Understanding NJ Medicaid for Individuals With Disabilities
    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this ninth session, “Understanding NJ Medicaid for Individuals With Disabilities,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will be joined by Gwen Orlowski, Executive Director of Disability Rights New Jersey (DRNJ).

    Understanding NJ Medicaid for Individuals With Disabilities

    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, and much more.

    When: Tuesday, September 22, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    This event is free of charge. To save the dates for future segments, please click here.

    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.

    About Gwen Orlowski

    As of, Gwen Orlowski is the Executive Director of Disability Rights New Jersey. Prior to joining DRNJ in January 2019, she practiced health law with a focus on accessing long-term services and supports, at Central Jersey Legal Services. From October 2013 through April 2015, Gwen worked as a Senior Staff Attorney with Justice in Aging (formerly the National Senior Citizens Law Center) in its health group before returning to NJ in May 2015. Prior to her work at Justice in Aging, Gwen was the Chief Section Counsel and Supervising Attorney in the Senior Legal Rights Project at Legal Services of New Jersey. Previously, she was at LSNJ from 2002 until 2007, where she supervised both the Senior Legal Rights Project and the Anti-Predatory Lending Project. From 2007 until 2010, Gwen served as the Director of Elder Advocacy and Director of Advocacy for People with Developmental Disabilities at New Jersey’s Department of the Public Advocate until it was dissolved. In 2010, Gwen served as New Jersey’s Statewide Long-Term Care Ombudsman. Gwen has taught Elder Law at Seton Hall University School of Law and currently is an adjunct professor of law at the Newark campus of Rutgers University School of Law. She received her JD from Rutgers School of Law – Newark and graduated from Georgetown University with an AB in Government.

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

  • Aug 19, 2020Can Your Client Decide? The Ethical and Legal Issues of Medical Decision-Making

    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, “Can Your Client Decide? The Ethical and Legal Issues of Medical Decision-Making,” hosted by CareOne at Livingston.

    Ethical and Legal Issues of Medical Decision-Making

    Discussion topics will include:

    • Identifying how the social work code of ethics relates to the principles of medical ethics
    • Defining and determining decision-making capability
    • The importance of legal documents related to decision-making
    • New Jersey and Federal laws

    When: Thursday, August 27, 2020

    9:00 – 11:00 a.m.

    RSVP: Jeff Zamor

    (973) 758-4100

    This program has been approved by NASW-NJ for two Ethics, non-clinical credits for social workers. We encourage you to submit your questions beforehand to marketing@norris-law.com. Please put “CEU Seminar” in the subject line.

    If you require special assistance please contact Shana to inform her of your special needs at ssiegal@norris-law.com. Please direct any program questions or concerns to Lori at lkayne@norris-law.com or call (908) 252-4255.

    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, 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: , ,

  • Aug 04, 2020Can Your Client Decide? The Ethical and Legal Issues of Medical Decision-Making

    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, “Can Your Client Decide? The Ethical and Legal Issues of Medical Decision-Making,” hosted in conjunction with Aveanna Healthcare.

    Ethical and Legal Issues of Medical Decision-Making

    Discussion topics will include:

    • How the social work code of ethics relates to the principles of medical ethics
    • Decision-making capacity and the concept of informed consent
    • Ten myths about decision-making capacity and red flags that capacity determination would be needed
    • Clinical approaches to determining medical decision-making capacity
    • Federal and New Jersey laws related to medical decision-making
    • The purpose of a Mental Health Advanced Directive
    • The process that occurs in the absence of legal documents
    • Case examples

    When: Wednesday, August 12, 2020

    9:30 – 11:30 a.m.

    Registration: Eventbrite

    This program has been approved by NASW-NJ for two Ethics, non-clinical credits for social workers. We encourage you to submit your questions beforehand to marketing@norris-law.com. Please put “CEU Seminar” in the subject line.

    If you require special assistance please contact Shana to inform her of your special needs at ssiegal@norris-law.com. Please direct any program questions or concerns to Lori at lkayne@norris-law.com or call (908) 252-4255.

    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, Events, Lori Kayne, Shana Siegel | Tags: , ,

  • Jul 21, 2020Special 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 eighth session, “Administering Special Needs Trusts,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will address special needs trusts.

    Administering Special Needs Trusts

    When: Thursday, July 23, 2020

    noon – 1:00 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), 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.

    About the Special Needs Spotlight Webinar Series

    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.

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

  • Jul 09, 2020Protecting Solo Seniors in the COVID-19 World

    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, MSS, LSW, C-ASWCM, the firm’s Geriatric Social Worker, will co-present the free webinar, “Protecting Solo Seniors in the COVID-19 World,” hosted by SOMA Two Towns For All Ages.

    About Solo Seniors and COVID-19

    Discussion topics will include:

    • Solo seniors
    • Special risks solo seniors face
    • How solo seniors can protect their medical and financial needs
    • Financial exploitation
    • Strategies to protect solo seniors
    • Available resources for solo seniors

    When: Wednesday, July 15, 2020

    4:00 – 5:00 p.m.

    Where: Zoom Meeting

    Meeting ID: 868 9824 7367

    Password: 888627

    By phone: (312) 626-6799

    About Shana Siegel

    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.

    Prior to joining Norris McLaughlin, Siegel was with WanderPolo & Siegel for over 10 years, five of which were as principal. She has been involved in health and long-term care issues for over 25 years. Siegel 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, she was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

    Siegel is a member of the New Jersey Women Lawyers Association, the State Bar Elder Law Section, the Life Care Planning Law Firms Association, and the Bergen and Essex County Bar Associations. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

    About Lori Kayne

    Kayne has worked in the healthcare field for over 20 years. In collaboration with a client’s attorneys, she conducts Geriatric Assessments and develops detailed Life Care Plans to address any care, legal, or financial issues the client may have.

    Prior to joining the firm, Kayne was an Elder Care Coordinator at WanderPolo & Siegel. Kayne earned her M.S.S. from Bryn Mawr College in 1983, and her B.A., magna cum laude, from Bucknell University. She holds a Certificate in Elder Care from Stockton University and a Certificate of Gerontology from Rutgers University.

    Posted in: Elder Care & Special Needs Law, Events, Lori Kayne, Shana Siegel | Tags: , ,

  • Jul 02, 2020Special 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 sixth session, “Understanding Special Needs Trusts,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will address special needs trusts.

    About Special Needs Trusts

    When: Thursday, July 9, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About the Special Needs Spotlight Webinar Series

    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.

    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, Events, Shana Siegel | Tags: ,

  • Jun 18, 2020Special Needs Spotlight Webinar Series: SSI, SSDI, and SS for DACs

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In the fifth session, “SSI, SSDI, and SS for DACs.” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, will discuss legal and financial assistance for a Disabled Adult Child (DAC).

    SSI, SSDI, and SS for DACs

    Discussion topics will include:

    • Supplemental Security Income (SSI)
    • Supplemental Security Disability Insurance (SSDI)
    • Social Security (SS)

    When: Thursday, June 25, 2020

    noon – 1:00 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), 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.

    About the Special Needs Spotlight Webinar Series

    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.

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

  • Jun 05, 2020Special Needs Spotlight Webinar Series: When and How to Use an ABLE Account

    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.

    When and How to Use an ABLE Account

    When: Tuesday, June 9, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About the Special Needs Spotlight Webinar Series

    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.

    About Elizabeth McKenna

    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.

    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, Events, Shana Siegel | Tags: , ,

  • May 26, 2020Special 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 Special Needs Spotlight Webinar Series. In this second session, “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, will be joined by Elizabeth McKenna, CFP and Chartered Special Needs Consultant.

    Integrating Financial & Legal Planning

    Discussion topics will include:

    • Designing the right Special Needs Trust
    • Protecting your child with special needs through your estate plan
    • Outlining changes under the SECURE ACT and its impact on your estate plan
    • Determining how much money you will need for your child’s future
    • Integrating your life insurance and beneficiary designations with your legal documents
    • Weighing potential funding sources
    • Breaking down child support issues

    When: Monday, June 1, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    To save the dates for future segments, please click here.

    About Your Speakers

    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 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, Esq., CELA, CAP

    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.

    About the Special Needs Spotlight Webinar Series

    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.

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

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