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…
Pooled Trusts
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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…
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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…
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Pooled Settlement Trusts: A Great Solution for Protecting a Minor’s Settlement
A pooled settlement trust is a unique solution for protection of a client’s recovery while still giving them much-needed flexibility…
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Administering a Medicare Set Aside
When a case is settled for a Medicare beneficiary, be it workers’ compensation or liability, a Medicare Set Aside (MSA)…
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Pooled Settlement Trusts: A Low-Cost Solution for Protecting a Settlement
When a person suffers an injury, it can have devastating consequences on every aspect of their life. The ability to…
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When do you need a pooled special needs trust to protect a personal injury victim settlement?
Special Needs Trusts Clients who receive needs based public benefits such as Medicaid and SSI require special planning to protect…
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Choosing the right pooled trust is important.
By the time you have resolved a client’s case, you have worked long and hard to secure the best possible…
