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Julie L. Cross joined Schenck, Price, Smith & King in 2022. Julie practices in the firm’s Elder and Special Needs Law and Estate, Gift & Charitable Planning practice groups.
As an elder law attorney she assists families with long-term care planning, including preparing for and establishing means-tested government benefits and assisted living and nursing home admissions.
Julie assists clients with creating estate plans to meet clients’ personal, family and financial needs. She also assists families with the process of administering estates after the death of a family member, including the probate of Wills, assisting estate representatives with marshaling assets and the preparation of any necessary Federal or State Estate and/or Inheritance Tax Returns. Additionally, she has assisted with guardianship proceedings and the preparation of Special Needs/Supplemental Benefits Trusts for disabled individuals seeking to maintain or qualify for government benefits.
*Results may vary depending on your particular facts and legal circumstances.
- April 18, 2023New Jersey Expands NJ WorkAbility Medicaid Program
- January 24, 2023Taxpayer-Friendly Changes to Retirement and Other Accounts under SECURE ACT 2.0
- January 17, 2023New York Expands Medicaid Eligibility
- Sep 27, 2022IRS Extends Timeline for Portability to Five Years
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- Selected to the 2024 New Jersey Super Lawyers Rising Stars®* list, published by Thomas Reuters
*No aspect of this advertisement has been approved by the Supreme Court of New Jersey. Click here for awards information and methodology. -
- Author, "SECURE 2.0 Expands Stretch Distributions on Retirement Accounts for Special Needs Trusts," March 30, 2024
- Presenter, "Don't Leave a Mess: How to Disaster-Proof your Family Legacy," Council of Lafayette Women Conference 2024, March 23, 2024
- Author, "New Jersey Expands NJ WorkAbility Medicaid Program," April 18, 2023
- Author, "Taxpayer-Friendly Changes to Retirement and Other Accounts Under SECURE ACT 2.0," January 24, 2023
- Author, "New York Expands Medicaid Eligibility," January 17, 2023
- Author, "IRS Extends Timeline for Portability to Five Years," September 27, 2022
- Author, "New Jersey Department of Human Services Releases Information Bulletin on Privacy in Residential Living Spaces," October 11, 2022
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- Greater New Jersey Estate Planning Council, Member
