Urbach & Avraham, CPAs
INVITES YOU TO A
Complimentary Seminar on Special Needs Trusts
for your Disabled Family Member
Wednesday, May 22, 2019 from 8:00 a.m. to 9:45 a.m.
At 1581 Route 27, Suite 201, Edison, NJ 08817
As a service to our clients, we are pleased to host guest speaker,
Shirley B Whitenack, Esq. of Schenck, Price, Smith & King, LLP
Shirley will discuss:
- Brief overview of Special Needs Trusts
- First and third-party Special Needs Trusts
- Sole benefit of trusts- allows seniors to give money to a
disabled person without incurring a Medicaid penalty-
both elderly and disabled person can receive Medicaid benefits
Shirley Whitenack is a partner at Schenck, Price, Smith & King in Florham Park, NJ. She helps NJ families with elder and special needs law, estate planning and administration and trust & estate litigation. She is a Past President of the National Academy of Elder Law Attorneys and a member of the Special Needs Alliance, an invitation-only group of special needs planning attorneys. Shirley publishes and lectures on topics related to guardianship, elder and special needs law, planning for incapacity and availability of government benefits, Supplemental Security Income (SSI) and Social Security Disability (SSD), Medicaid planning and estate and trust litigation.
Please RSVP to Pamela at pma@ua-cpas.com
Bagel breakfast will be served!
