Thomas Devlin Begley III’s Guides

Thomas Devlin Begley III

Mount Laurel Estate Planning Attorney.

Contributor Level 13
  1. Social Security Appeals

    Written by attorney Thomas Begley, almost 3 years ago.

    Applicants for Social Security benefits can appeal the denial of their initial benefits. Those receiving Social Security benefits can appeal the reduction or termination of their benefits. Levels of Decision There are five levels of decision, four of which are appeals. Appealing ...

    1 person found this Legal Guide helpful

  2. Effective Utilization of Insurance and Retirement Accounts In Special Needs Planning

    Written by attorney Thomas Begley, almost 3 years ago.

    Estate planning for parents with disabled children is a very delicate and important proposition. During their lifetime, parents are able to provide emotional and financial support to their children. This support greatly enhances the needs-based government benefits, which are freq...

    2 people found this Legal Guide helpful

  3. Special Needs and Circumstances in Estate Planning

    Written by attorney Thomas Begley, almost 3 years ago.

    Special Needs and Circumstances When drafting a will, an attorney must recognize that individuals have different backgrounds. In an initial client interview, an attorney must determine whether the special needs or circumstances exist. These needs and circumstances include, but ar...

    1 person found this Legal Guide helpful

  4. Naming Fiduciaries in a Will

    Written by attorney Thomas Begley, almost 3 years ago.

    Naming Fiduciaries There are three primary fiduciaries that can be named in a will. In every will, an executor is named. In some states, this role is referred to as the personal representative. The executor can be an individual or a corporate entity, or a combination of both. The...

    1 person found this Legal Guide helpful

  5. Types of Will Bequests

    Written by attorney Thomas Begley, almost 3 years ago.

    Types of Bequests There are four types of bequests which may be made in a will: (1) specific bequests, (2) demonstrative bequests, (3) general bequests, and (4) residuary bequests. Specific Bequests Specific bequests are those that allocate a particular asset to a particular ben...

    1 person found this Legal Guide helpful

  6. The ABCs of Wills

    Written by attorney Thomas Begley, almost 3 years ago.

    Any individual, who aspires to practice estate planning or elder law, must be proficient in the areas of will drafting, trusts, and basic taxation. One of the fastest growing areas of litigation throughout the country is will contests. The primary reasons for this growth are: (1)...

    1 person found this Legal Guide helpful

  7. Medicaid Planning By New Jersey Guardians

    Written by attorney Thomas Begley, almost 3 years ago.

    The issue of whether or not guardians can undertake Medicaid planning on behalf of their wards has come to the forefront of New Jersey probate litigation in the past two decades. Commencing in 1995, many of New Jerseys Superior Courts began to recognize and permit guardians to tr...

    3 people found this Legal Guide helpful

  8. Charitable Planning - Part 3

    Written by attorney Thomas Begley, almost 3 years ago.

    For high net-worth individuals and couples, there are a variety of transfer techniques in order to minimize exposure to death taxes. These include, but are not limited to Disclaimer Trusts, Credit Shelter Trusts, Applicable Exemption Trusts (a/k/a Credit Shelter Trusts), and Q-T...

    1 person found this Legal Guide helpful

  9. Charitable Planning - Part 2

    Written by attorney Thomas Begley, almost 3 years ago.

    For high net-worth individuals and couples, there are a variety of transfer techniques in order to minimize exposure to death taxes. These include, but are not limited to Disclaimer Trusts, Credit Shelter Trusts, Applicable Exemption Trusts (a/k/a Credit Shelter Trusts), and Q-T...

    1 person found this Legal Guide helpful

  10. Charitable Planning - Part 1

    Written by attorney Thomas Begley, almost 3 years ago.

    For high net-worth individuals and couples, there are a variety of transfer techniques in order to minimize exposure to death taxes. These include, but are not limited to Disclaimer Trusts, Credit Shelter Trusts, Applicable Exemption Trusts (a/k/a Credit Shelter Trusts), and Q-T...

    1 person found this Legal Guide helpful

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