Developing a Lifetime Care Plan for Children with Special Needs

by Jessica Fisher • December 17, 2019

Parents and caregivers planning a lifetime of care for children with special needs can feel like they are trying to hit a continuously moving target. Between filing for government aid, financial planning, and navigating the healthcare system, it’s a full time job to organize proper care for a child with special needs. In addition to […]

Balancing Benefits and Lifetime Value for Clients with Special Needs

by Jessica Fisher • November 2, 2018

Special Needs Trusts are the typically thought of as the best method for receiving money for individuals with disabilities. However, qualified professionals should take the time to analyze the advantages and disadvantages of Special Needs Trusts as they pertain to their client’s individual cases. A proper analysis should take into consideration the related costs pertaining […]

Trustees’ Distribution Risk: Getting to Know You

by Jessica Fisher • June 6, 2016

Trustees’ Distribution Risk: Getting to Know You By: Russell J. Fishkind, Esq. New Jersey State Bar Association Mid-Year Conference November 9, 2018 Clients engaged in estate planning generally seek to pass their wealth tax-efficiently to those they love with the hope that the executed estate planning documents will affect their intentions. To the extent trusts […]