Tidings of Comfort and Joy: How a Special Needs Trust Can be Used to have a Happy Holiday Season
Special Needs Trusts are notoriously restrictive. In consultations with new clients, we spend a significant amount of time on what…
Blog
-
-
No Good Deed Goes Unpunished: What Your Client Needs to Know about Crowdfunding if Your Client has SSI or Medicaid
Crowdfunding is a method of online fundraising that allows people to raise money for any purpose. Anyone can start a…
-
What Can a Trust do to Help My Client Beyond Settlement Preservation?
If your client does not have needs-based public benefits, you might be thinking a trust isn’t necessary or even desirable….
-
Recent Changes to ABLE Accounts and Why Your Client Might Want One
Florida recently joined a handful of other states in making a change to its ABLE statute that gives clients a…
-
My Minor Client’s Case Has Settled — Now What?
Minor Settlements and How Pooled Trusts Can Help Protect your Client throughout Adulthood If your client is a minor, what…
-
Does My Client Need a Medicare Set-Aside Even If They Don’t Have Medicare Yet?
As lawyers are fond of saying: it depends. First, we need to understand why MSAs exist and the problem they…
-
Understanding the Intersection Between HUD, Personal Injury Settlements, and Special Needs Trusts
If your client has housing assistance through the U.S. Department of Housing & Urban Development (HUD), which includes Section 8…
-
Navigating New Veterans Administration Pensions Changes for Disabled and Low-Income Clients
Recent changes in Veterans Administration (VA) regulations (Veterans Administration Final Rule 8320-01 | RIN 2900-AO73) cause veterans who might not…
-
How to Give Beneficiaries More Flexibility With Their Funds
PTS and STABLE: Helping Beneficiaries “Achieve a Better Life Experience” As trustees we often find ourselves in the unfortunate position…
-
How Settlement Trusts Protect Clients from Selling Structured Settlements for Pennies on the Dollar
We’ve all seen the commercials. The ones with ear-worm jingles urging those with structured settlements not to wait for their…
