Post-Settlement Strategies for Clients with Smaller Settlements
September 9, 2021 Evelynn S. Passino, Esq., Executive Director The reality of many settlements is that the recovery is…
Pooled Trusts
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Protecting the Benefits of Dual-Eligible Clients
A person who has both Medicare and Medicaid is commonly referred to as being “dual-eligible.” If you have a client…
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Minor Settlement, Major Decision
May 6, 2021 Evelynn Passino, J.D. Personal injury cases involving minors can be the most heartbreaking and presents difficult decisions…
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Five Things to Know if Your Client has Public Benefits
April 5, 2021 Evelynn Passino, J.D. If your client has public benefits, you have probably identified that there could be…
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Benefits of Settling with a QSF
March 2, 2021 Evelynn Passino, J.D. At its most basic, a Qualified Settlement Fund (“QSF” or “468B trust”) is a…
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Helping Your Client Select a Special Needs Trust
February 2, 2021 Evelynn Passino, J.D. If you have a client on government benefits, you probably already identified the need…
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Maximizing the Benefits of an SNT with an ABLE Account
January 12, 2021 Evelynn Passino, J.D. Clients with public benefits often face a conundrum as their case settles: after years…
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What is a Medical Management Trust and Why Would my Client Want One?
November 3, 2020 Helping a client plan for their post-settlement life can be complicated, especially if they have significant future…
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More than Medical: The Wide Range of Permissible Purchases when Using a Special Needs Trust
October 6, 2020 A Special Needs Trust (SNT) is a type of trust for people with disabilities which is authorized…
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Can My Entrepreneurial Client use their Pooled Trust Account to Start a Business?
September 1, 2020 As a case comes to a close, personal injury victims often have plans for their settlement recovery….
