Is My Client Too Old for a Special Needs Trust? What You Need to Know if Your Client is 65 or Over
While the number of seniors in poverty has trended slightly down over the past 5-10 years,[1] millions remain below the…
Medicaid/SSI
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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…
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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…
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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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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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How the SSNPT Protects your Client’s Eligibility for Medicaid/SSI
By Jason D. Lazarus, J.D., LL.M, MSCC Clients who receive needs based benefits such as Medicaid and SSI require special…
