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…
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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…
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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…
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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…
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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…
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Using Structured Settlements to Mitigate Higher Tax Liability
The Tax Cuts and Jobs Act (TCJA), signed into law at the end of 2017, had a significant impact on…
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How Can Settlement Trusts and Medicare Set-Aside Accounts Work Together to Help My Client?
If your client is Medicare eligible at the time of his or her settlement, there is a strong possibility they…
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Guardianship vs Settlement Trust: Which is the better solution?
When a person is injured, they can suffer any number of life-changing medical complications. In some cases, they may be…
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Understanding Dual Eligibility – When does a Medicare Set Aside have to be inside an SNT?
Introduction Some individuals are “dual eligible” meaning they qualify for both Medicaid and Medicare. In certain cases, a Medicare Set…
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When Must a Client Have a Professionally Administered Medicare Set Aside and how are MSAs Professionally Administered?
A client must have a professionally administered Medicare Set Aside (MSA) whenever state law doesn’t prohibit it. So if a…
