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

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will present the webinar, “Special Needs Trusts and Beyond: Understanding Planning for Individuals with Disabilities,” co-hosted by the Federal Bar Association and myLawCLE.

Understanding Planning for Individuals with Disabilities

Discussion topics will include:

  • How to identify when special needs planning is needed
  • ABLE Accounts
  • Considering trust provisions: revocability, trust protectors and advisors, distribution language
  • First-party special needs trusts
  • Planning with Retirement Accounts and Life Insurance
  • Pooled Trusts
  • SECURE Act
  • Supplemental benefits trusts vs. discretionary trusts
  • Trust administration and distributions
  • Understanding how public benefits impact special needs planning
  • Other issues to address in planning for an individual with a disability

When: Thursday, October 22, 2020

2:00 – 3:00 p.m.


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.

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