Presented by Tina M. James
Tina is an attorney and advocate. Her legal work focuses on:
Wednesday, October 19, 2022 6 pm
Estate Planning: Special Needs Trust and NJ Able Accounts
This presentation educates parents, grandparents, and other family members on the importance of an estate plan, what happens without an estate plan, and how they could jeopardize their family member’s benefits if they die without an estate plan or one that’s not properly prepared. This presentation covers the fundamentals of Wills, Special Needs Trusts, Durable Powers of Attorney, Medical Directives, NJ Able Accounts, the transfer of non-probate assets, such as life insurance policies and retirement accounts, and creating a plan to care for their family member after they are gone.