Essential Planning and Protection for the Disabled Beneficiary

This program focuses on essential estate planning considerations for beneficiaries who are disabled by reason of intellectual or developmental disability. Recent data released by the Centers for Disease Control indicates that nearly 1 in 11 children are diagnosed with intellectual or developmental disability, an increase of more than 2% over the prior two years. This program provides practical tips and best practices for estate planning attorneys who work with disabled beneficiaries. Additionally, the Surrogate’s Court is an essential partner in planning and supporting disabled beneficiaries and the intricacies in Surrogate’s Court practice must be considered by the estate planning practitioner. This program provides practical, behind the scenes insight from active jurists.

Speakers

Laura M. Brancato, Esq., Program Chair, Meltzer, Lippe, Goldstein & Breitstone, LLP

David A. Bamdad, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

Lauren L. Hunt, Esq., Lauren L. Hunt, Esq., PLLC

Hon. Rosemarie Montalbano, Kings County Surrogate's Court

Hon. Margaret C. Reilly, Nassau County Surrogate's Court

Hon. Brandon R. Sall, Westchester County Surrogate's Court

Wendy H. Sheinberg, Esq., Rivkin Radler, LLP

Lori A. Sullivan, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP