Shana Siegel

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, and Lori Kayne, the firm’s Geriatric Social Worker, will present “Medicaid vs. Medicare – What are the Differences, and When Am I Eligible?” virtually on Thursday, October 21, 2021, in partnership with Artis Senior Living of Princeton Junction.

Medicaid vs. Medicare

Medicare vs. Medicaid – What’s are the Differences and When Am I Eligible?” provides a comprehensive breakdown on approaching the various issues that arise as one reaches retirement age and begins thinking about paying for medical care in the future. Learn the difference between the two health coverages, the eligibility requirements for each, and what to do if your loved one has significant health issues that have you concerned about paying for quality care without spending all your assets.

Discussion questions include:

• What are Medicare A, B, and D, and what does each pay for medical care?
• Should I choose traditional Medicare or an Advantage plan?
• What is Medicaid, and what does it pay for medical care?
• What is the Medicaid application process like?
• How can a healthy spouse be protected from the cost of care?

When: Thursday, October 21, 2021

10:00 a.m.

About Shana Siegel

Shana concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision-making, Medicare, Medicaid, and health insurance appeals.

Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

About Lori Kayne

Lori has been working as a Geriatric Social Worker in the healthcare field for over 20 years. At Norris McLaughlin she works in collaboration with an Elder Care Attorney to develop a detailed Life Care Plan that addresses the health, safety and care concerns of her clients as they impact their legal and financial planning. She and the attorney work with clients and their families for an extended period helping them navigate the healthcare maze and plan proactively.

Prior to joining the firm, Lori was a Geriatric Social Worker at WanderPolo & Siegel law firm. She also worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge where she conducted geriatric assessments, developed plans of care and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. Prior to that she worked as a Discharge Planner in a variety of hospital and nursing home settings.

Posted in: Elder Care & Special Needs Law, Estate Planning & Administration, Events, Lori Kayne, Shana Siegel | Tags: Elder Care & Special Needs Law, Estate Planning & Administration, Lori Kayne, Shana Siegel

The law firm of Norris McLaughlin, P.A., is pleased to present the free webinar, “Medical Decision Making in 2020 and Beyond,” hosted by Brighton Gardens of Mountainside, a community of Sunrise Senior Living. Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and Lori Kayne, the firm’s Geriatric Social Worker, will discuss some best practices for case managers and social workers. Connie Pizarro, Certified Senior Advisor at Oasis Senior Advisors, will join as moderator, along with Maureen Cassidy, Director of Sales at Sunrise Senior Living.

Medical Decision Making for Senior Living

This webinar will address:

• Principles of medical ethics
• The impact of COVID-19 on medical decision making
• Federal and New Jersey laws in relation to medical ethics
• A case manager and social worker’s role in patient advocacy
• Mechanisms for autonomy

When: Thursday, August 19, 2021

5:00 p.m. – 7:30 p.m.

This program is worth 2 CEU Credits for Case Managers and Social Workers.

About Shana Siegel

Shana concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision-making, Medicare, Medicaid, and health insurance appeals.

Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

About Lori Kayne

Lori has been working as a Geriatric Social Worker in the healthcare field for over 20 years. At Norris McLaughlin, she works in collaboration with an Elder Care Attorney to develop a detailed Life Care Plan that addresses the health, safety, and care concerns of her clients as they impact their legal and financial planning. She and the attorney work with clients and their families for an extended period helping them navigate the healthcare maze and plan proactively.

Prior to joining the firm, Lori was a Geriatric Social Worker at WanderPolo & Siegel law firm. She also worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge where she conducted geriatric assessments, developed plans of care, and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. Prior to that, she worked as a Discharge Planner in a variety of hospital and nursing home settings.

Posted in: Elder Care & Special Needs Law, Events, Lori Kayne, Shana Siegel | Tags: Elder Care & Special Needs Law, Lori Kayne, Shana Siegel

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, and Lori Kayne, the firm’s Geriatric Social Worker, will present “Medical Decision Making in 2020 and Beyond” virtually on Wednesday, July 21, 2021, in partnership with Runnells Center for Rehabilitation & Healthcare exclusively to St. Clare’s Health hospital network.

“It has always been an issue that people have not discussed what their treatment wishes would be if they were critically ill, and the COVID crisis with the rapid onset of serious symptoms has brought this dilemma into the forefront,” said Siegel.

Kayne added, “As health care professionals it is our ethical imperative to ensure that decisions are made that reflect the patient’s wishes, not the wishes of the family or physician.”

About Medical Decision Making

This webinar will address some best practices for case managers and social workers, including principles of medical ethics, the impact of COVID-19 on medical decision making, federal and New Jersey laws in relation to medical ethics, a case manager and social worker’s role in patient advocacy, and mechanisms for autonomy.

About Shana Siegel

Siegel concentrates her practice on elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. One of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

Prior to joining Norris McLaughlin, Siegel was with WanderPolo & Siegel for over 10 years, five of which were as principal. She has been involved in health and long-term care issues for over 25 years. Siegel is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, she was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

Siegel is a member of the New Jersey Women Lawyers Association, the State Bar Elder Law Section, the Life Care Planning Law Firms Association, and the Bergen and Essex County Bar Associations. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

About Lori Kayne

Kayne has worked in the health care field for over 20 years. In collaboration with a client’s attorneys, she conducts Geriatric Assessments and develops detailed Life Care Plans to address any care, legal, or financial issues the client may have.

Prior to joining the firm, Kayne was an Elder Care Coordinator at WanderPolo & Siegel. Kayne earned her M.S.S. from Bryn Mawr College in 1983, and her B.A., magna cum laude, from Bucknell University. She holds a Certificate in Elder Care from Stockton University and a Certificate of Gerontology from Rutgers University.

Posted in: Elder Care & Special Needs Law, Estate Planning & Administration, Lori Kayne, News, Shana Siegel | Tags: Elder Care & Special Needs Law, Estate Planning & Administration, Lori Kayne, Shana Siegel

The law firm of Norris McLaughlin, P.A., is pleased to present the free webinar, “Medical Decision Making in 2020 and Beyond,” hosted by Spring Hills at Matawan. Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and Lori Kayne, the firm’s Geriatric Social Worker, will discuss some best practices for case managers and social workers. Connie Pizarro, Certified Senior Advisor at Oasis Senior Advisors, will join as moderator.

Medical Decision Making

This webinar will address:

• Principles of medical ethics
• The impact of COVID-19 on medical decision making
• Federal and New Jersey laws in relation to medical ethics
• A case manager and social worker’s role in patient advocacy
• Mechanisms for autonomy

When: Thursday, July 15, 2021

5:00 p.m. – 7:30 p.m.

This program is worth 2 CEU Credits for Case Managers and Social Workers. If you cannot attend on July 15, the program will also be held on August 19, 2021.

About Shana Siegel

Shana concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision-making, Medicare, Medicaid, and health insurance appeals.

Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

About Lori Kayne

Lori has been working as a Geriatric Social Worker in the healthcare field for over 20 years. At Norris McLaughlin, she works in collaboration with an Elder Care Attorney to develop a detailed Life Care Plan that addresses the health, safety, and care concerns of her clients as they impact their legal and financial planning. She and the attorney work with clients and their families for an extended period helping them navigate the healthcare maze and plan proactively.

Prior to joining the firm, Lori was a Geriatric Social Worker at WanderPolo & Siegel law firm. She also worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge where she conducted geriatric assessments, developed plans of care, and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. Prior to that, she worked as a Discharge Planner in a variety of hospital and nursing home settings.

Posted in: Elder Care & Special Needs Law, Events, Lori Kayne, Shana Siegel | Tags: Elder Care & Special Needs Law, Lori Kayne, Shana Siegel

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, and Lori Kayne, the firm’s Geriatric Social Worker, will present the free webinar, “Medical Decision Making in 2020 and Beyond,” co-hosted by Artis Senior Living of Princeton Junction and Oasis Senior Advisors.

Medical Decision Making

This webinar will discuss various issues related to:

• Principles of medical ethics
• The impact of COVID-19 on medical decision making
• Federal and New Jersey laws in relation to medical ethics
• A social worker’s role in patient advocacy
• Mechanisms for autonomy

When: Thursday, May 20, 2021

5:00 p.m. – 7:30 p.m.

This program is worth 2 CE Credits for Social Workers.

About Shana Siegel

Shana concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision-making, Medicare, Medicaid, and health insurance appeals.

Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

About Lori Kayne

Lori has been working as a Geriatric Social Worker in the healthcare field for over 20 years. At Norris McLaughlin she works in collaboration with an Elder Care Attorney to develop a detailed Life Care Plan that addresses the health, safety and care concerns of her clients as they impact their legal and financial planning. She and the attorney work with clients and their families for an extended period helping them navigate the healthcare maze and plan proactively.

Prior to joining the firm, Lori was a Geriatric Social Worker at WanderPolo & Siegel law firm. She also worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge where she conducted geriatric assessments, developed plans of care and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. Prior to that she worked as a Discharge Planner in a variety of hospital and nursing home settings.

Posted in: Elder Care & Special Needs Law, Estate Planning & Administration, Events, Lori Kayne, Shana Siegel | Tags: Elder Care & Special Needs Law, Estate Planning & Administration, Lori Kayne, Shana Siegel

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, virtually presented “Specialized Legal Planning for Vulnerable Adults and Ethical Considerations Representing Clients with Diminished Capacity” on Monday, March 29, 2021, co-sponsored by the Federal Bar Association and myLawCLE.

“In our office, we think a lot about solo seniors – older adults who live alone and have no immediate family. It is our duty to assist those who are vulnerable and to educate others who do the same,” said Siegel.

Legal Planning for Vulnerable Adults

Older adults and individuals with special needs face many challenges, but those without close family members are particularly at risk. This session helps identify clients who may be vulnerable and need specialized legal planning. Discussion topics include drafting documents to ensure clients’ rights are protected and ways to address the risk of exploitation, legal issues surrounding health care decision making for vulnerable adults, and ethical issues attorneys face when representing a client with diminished capacity as well as when acting as a fiduciary for a client or former client.

This live webinar is now accessible on-demand, viewable for up to one year. One general and one ethics CLE credit may be earned, depending on state availability. For more information and to purchase the on-demand video for $195, please visit mylawcle.com.

About Shana Siegel

Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

Prior to joining Norris McLaughlin, Siegel was with WanderPolo & Siegel for over 10 years, five of which were as principal. She has been involved in health and long-term care issues for over 25 years. Siegel is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, she was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

Siegel is a member of the New Jersey Women Lawyers Association, the State Bar Elder Law Section, the Life Care Planning Law Firms Association, and the Bergen and Essex County Bar Associations. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

Posted in: Elder Care & Special Needs Law, News, Shana Siegel | Tags: Elder Care & Special Needs Law, Shana Siegel

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will co-present the free webinar, “Medicaid and Benefits With an Elder Care Attorney in New Jersey,” hosted by the ALS Association Greater New York Chapter, along with Debbie Schlossberg, the Chapter’s Patient Services Coordinator. Norris McLaughlin is proud to host a virtual Exhibitor booth.

Medicaid and Benefits With an Elder Care Attorney

Elder law attorneys are advocates for the elderly and their loved ones. Shana will address the wide range of legal matters affecting an older or disabled person such as issues related to health care, long-term care planning, guardianship, retirement, Social Security, Medicare/Medicaid, and other important matters.

“Education and Resource Summit: Navigating the ALS Journey” is a three-day event, April 7-9, being held virtually via Zoom, for the ALS community, including pALS, caregivers, family members, and industry professionals. Other discussion topics will include:

• Medical Equipment and Assistive Technology
• Advancements in ALS Research
• Current Care Models
• Self-Advocacy
• And Much More!

When: Wednesday, April 7, 2021

5:00 pm – 6:00 p.m.

About Shana Siegel

Shana concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision-making, Medicare, Medicaid, and health insurance appeals.

Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

Posted in: Elder Care & Special Needs Law, Estate Planning & Administration, Events, Shana Siegel | Tags: Elder Care & Special Needs Law, Estate Planning & Administration, Shana Siegel

The law firm of Norris McLaughlin, P.A., has announced that seven of its Members have been selected for inclusion on the list of New Jersey Super Lawyers® for 2021. Only five percent of New Jersey lawyers are given this honor.

The following attorneys were named in New Jersey Super Lawyers:

• Martha N. Donovan, Environmental
• William A. Dreier, ADR
• Edward A. Hogan, Environmental
• Jill Lebowitz, Estate & Probate
• Shana Siegel, Elder Law
• Edward G. Sponzilli, Business Litigation
• Bruce J. Wisotsky, Bankruptcy: Business

In addition, the following Norris McLaughlin attorneys were named in New Jersey Rising Stars:

• Nicholas A. Duston, Employment Litigation: Defense
• Michael J. Locke, Mergers & Acquisitions

To be eligible for inclusion in Rising Stars, a candidate must be either 40 years old or younger or in practice for ten years or less. No more than 2.5 percent of New Jersey lawyers are included on the Rising Stars list.

About New Jersey Super Lawyers

New Jersey Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement, published in New Jersey Monthly and in New Jersey Super Lawyers Magazine. New Jersey Super Lawyers are selected based on a peer-review survey mailed to more than 32,000 attorneys throughout the state, a “blue ribbon review” process, and independent research on each candidate. Polling, research, and selection are performed by Law & Politics, a publication of Key Professional Media, Inc. For more information on the selection process, visit superlawyers.com.

About Norris McLaughlin

At the heart of it all, Norris McLaughlin is more than just a law firm. The firm boasts a community of legal practitioners and business professionals dedicated to responding to the needs of established and emerging small, middle-market, and Fortune 500 companies, as well as the individuals and families who build, own, and manage them. The Norris McLaughlin attorneys adhere to a strict philosophy of service that delivers on promises of quality, integrity, and value.

Norris McLaughlin is recognized by clients as a trusted advisor and virtual business partner, delivering efficient and practical legal counsel to support their needs with a focus on their bottom line and what is best for their future. The firm brings an entrepreneurial, collaborative, client-centered spirit to the table so that every single client gains a strategic and competitive advantage partner.

Posted in: Alternative Dispute Resolution, Bankruptcy & Creditors' Rights, Bruce J. Wisotsky, Business Law, Edward A. Hogan, Edward G. Sponzilli, Elder Care & Special Needs Law, Environmental, Estate Planning & Administration, Jill Lebowitz, Labor & Employment, Litigation, Martha N. Donovan, Mergers & Acquisitions, Michael J. Locke, News, Nicholas A. Duston, Shana Siegel, William A. Dreier | Tags: alternative dispute resolution, Bankruptcy & Creditors’ Rights, Bruce J. Wisotsky, Business Law, Edward A. Hogan, Edward G. Sponzilli, Elder Care & Special Needs Law, environmental, Estate Planning & Administration, Jill Lebowitz, Labor & Employment, Litigation, Martha N. Donovan, Mergers & Acquisitions, Michael J. Locke, Nicholas A. Duston, Shana Siegel, William A. Dreier

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, and Lori Kayne, the firm’s Geriatric Social Worker, will present the free webinar, “Whose Decision Is It Anyway: Cognitive Decline and the Ability to Sign Legal Documents,” hosted by Aveanna Healthcare Concierge Services and co-sponsored by Lester Senior Housing, A JCHC Community.

About the Cognitive Decline and the Ability to Sign Legal Documents

This webinar will define “mental capacity” and outline medical conditions that can influence capacity, address common legal documents and the degree of capacity needed to sign them, and discuss methods to maximize capacity.

When: Tuesday, December 1, 2020

2:00 – 3:00 p.m.

Registration: Eventbrite

About Shana Siegel

Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision-making, Medicare, Medicaid, and health insurance appeals.

Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

About Lori Kayne

Lori Kayne has been working as a geriatric social worker in the health care field for over 20 years. At Norris McLaughlin, she works in collaboration with an elder care attorney to develop a detailed life care plan that addresses the health, safety, and care concerns of clients as they impact their legal and financial planning. Lori and the attorney work with clients and their families for an extended period helping them navigate the health care maze and plan proactively.

Lori has previously worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge, where she conducted geriatric assessments, developed plans of care, and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. She also worked as a discharge planner in a variety of hospital and nursing home settings.

Posted in: Elder Care & Special Needs Law, Estate Planning & Administration, Events, Lori Kayne, Shana Siegel | Tags: Elder Care & Special Needs Law, Estate Planning & Administration, Lori Kayne, Shana Siegel

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will present the webinar, “Special Needs Trusts and Beyond: Understanding Planning for Individuals with Disabilities,” co-hosted by the Federal Bar Association and myLawCLE.

Understanding Planning for Individuals with Disabilities

Discussion topics will include:

• How to identify when special needs planning is needed
• ABLE Accounts
• Considering trust provisions: revocability, trust protectors and advisors, distribution language
• First-party special needs trusts
• Planning with Retirement Accounts and Life Insurance
• Pooled Trusts
• SECURE Act
• Supplemental benefits trusts vs. discretionary trusts
• Trust administration and distributions
• Understanding how public benefits impact special needs planning
• Other issues to address in planning for an individual with a disability

When: Thursday, October 22, 2020

2:00 – 3:00 p.m.

Registration: mylawcle.com

This program is being offered as a live webcast and on-demand video for $95. One CLE credit is available.

About Shana Siegel

Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision-making, Medicare, Medicaid, and health insurance appeals.

Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

Posted in: Elder Care & Special Needs Law, Estate Planning & Administration, Events, Shana Siegel | Tags: Elder Care & Special Needs Law, Estate Planning & Administration, Shana Siegel