Our Estate Planning Department continues to present a series of free virtual seminars to assist families and professionals in coping with issues related to the current health crisis, while planning for next steps in the weeks and months to follow.
This fourth presentation entitled “Collaboration between Personal Injury Counsel and Special Needs Trust/Elder Law attorneys for cases resolved in 2020 ” is provided by Lesley Mehalick, J.D., LL.M., Supervising Partner of our Estates and Trusts Department, and Jennifer Simons, Esq. This discussion reviews how a personal injury attorney and an estate planning attorney can work together to protect the settlement proceeds of a disabled individual. Lesley and Jennifer review the steps that should be taken to ensure that the settlement proceeds are handled properly so that the disabled individual is able to continue receiving necessary public benefits.