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Thomas Devlin Begley III

Thomas Begley’s Legal Guides

11 total


  • Compensation for Executors and Administrators of New Jersey Estates

    The manner in which the personal representative of an estate can be compensated can vary. For an executor, compensation may be set by the terms and conditions of a Will. The major alternatives for compensation include: (a) a clause authorizing the executor to take a commission ba...

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  • Charitable Planning - Part 1

    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...

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  • Charitable Planning - Part 2

    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...

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  • Charitable Planning - Part 3

    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...

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  • Medicaid Planning By New Jersey Guardians

    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...

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  • The ABCs of Wills

    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)...

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  • Types of Will Bequests

    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...

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  • Naming Fiduciaries in a Will

    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...

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  • Special Needs and Circumstances in Estate Planning

    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...

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  • Effective Utilization of Insurance and Retirement Accounts In Special Needs Planning

    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...

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