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…
Pooled Trusts
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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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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….
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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…
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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…
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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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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…
