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Redefining Our Approach to Mental Health and Estate PlanningRedefining Our Approach to Mental Health and Estate Planning

Addressing long-terms needs can be a challenge.

11 Min Read
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To be an effective estate-planning practitioner, an attorney must have an informed understanding of the multitude of challenges that their clients or their loved ones face. Proper planning for the vulnerable is a mandate that must be considered seriously. A good estate plan is only effective if it contemplates the long-term needs of both the client and the ultimate beneficiary of the plan, and a failure to consider the complexity of those with special needs—beyond the inclusion of a special needs trust (SNT)—might ultimately make even a superior estate plan ineffective. This additional “second stage planning” of ensuring comprehensive and enduring care for clients or beneficiaries with special needs is critical and should become part of ...

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About the Authors

Laura M. Brancato

Partner, Meltzer Lippe

Laura M. Brancato is a partner in the Elder Law Litigation Group at Meltzer Lippe.

Mary P. O'Reilly

Partner, Meltzer Lippe

 

Mary Pokojny O'Reilly is a partner in the Trusts and Estates Group and the Tax Exempt Organization Group of Meltzer Lippe.

Mary assists individuals and families in the preservation and transfer of wealth. Her clients include family business owners, real estate developers, investment bankers, private equity fund managers, physicians, inventors, entertainers, business professionals, retirees, non-resident aliens, domestic partners and those of inherited wealth.

A frequent lecturer to other estate planning professionals, Mary has spoken at prominent national legal conferences such as the American Bar Association's Real Property, Trusts and Estates Section's Spring Symposia and Practicing Law Institute's Annual Estate Planning Institute.

Prior to joining Meltzer Lippe in January 2011, Mary practiced for over seven years in the Trusts and Estates Group of the international law firm of Fulbright & Jaworkski, LLP in New York City, where she represented ultra high net worth individuals and families.

Mary received her L.L.M. in Taxation from New York University School of Law in 2007. She received her J.D., cum laude, from St. John's University School of Law in 2003, where she attended law school on a full academic scholarship and served as Managing Editor of the St. John's Law Review. She received her BA, cum laude, from SUNY Binghamton in 1998.