February 28, 2024
Shirley B. Whitenack Joins PLAN|NJ as Special Guest on the Together We PLAN Podcast Series
Shirley Berger Whitenack, Partner and Co-Chair of the Elder and Special Needs Law Practice Group, joins Planned Lifetime Assistance Network of New Jersey as a special guest on their Together We PLAN podcast series, co-sponsored by the New Jersey State Bar Foundation. In Episode 2, "Navigating Special Needs Trusts and ABLE Accounts: A Guide for Families." Key topics include preserving access to benefits and services, the role of life insurance policies, Medicaid payback rules, whether to name siblings as trustees, the role of a Trust Protector, qualifying for and utilizing an ABLE account, and much, much more.
Listen now to the "Navigating Special Needs Trusts and ABLE Accounts: A Guide for Families," episode on Spotify.
Listen now to the "Navigating Special Needs Trusts and ABLE Accounts: A Guide for Families," episode on Apple Podcasts.