February 5, 2024

Shirley Berger Whitenack to Present at NJICLE's Understanding Special Needs Trusts Webinar

On February 5, join Shirley Berger Whitenack, Partner and Co-Chair of the Elder and Special Needs Law Practice Group, at NJICLE’s Understanding Special Needs Trusts webinar. This program features an experienced panel of New Jersey experts to provide best practices to effectively represent special needs clients. Shirley will present “What’s a lawyer to do when a client or interested party has diminished capacity?” and discuss topics including informed consent, settlement requisites, counsel for incapacitated persons in guardianship cases, and more.

In addition to Shirley's presentation, the program agenda includes:

  • What makes a trust special?

  • Medicaid and Medicare aspects of PI settlements liens, special needs trusts & Medicare set asides

  • Income tax aspects of first and third-party SNTs, trust vs. beneficiary taxation on SNT income, strategies to avoid or minimize state taxation of snt income and general trust tax concerns

  • Corporate Trustees & SNTs


For more information about this webinar and to register, visit the event page