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…
Pooled Trusts
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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….
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Oh, SNAP: My Client has Supplemental Nutrition Assistance Program Benefits
August 4, 2020 The Supplemental Nutrition Assistance Program (SNAP), formerly known as food stamps, is a benefit for low-income families…
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Making Medicare Set-Aside Administration as Painless as Possible
July 7, 2020 Any attorney handling personal injury or workers’ compensation cases should understand how important it is to protect…
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How Pooled Trusts Provide Support During a Pandemic
May 4, 2020 While this pandemic has been difficult for us all, we in the pooled trust world are keenly…
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How Structured Settlements and Trusts Work Together to Protect Your Client’s Recovery Long after the Settlement Ends
April 6, 2020 We hear the same thing from attorneys over and over: I secured a substantial recovery for my…
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Feel SECURE Joining a Pooled Trust
March 2, 2020 Last year we told you about how the Tax Cuts and Jobs Act (TCJA) impacted trust taxation…
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Protecting Medicaid & Medicare for Dual-Eligible Clients
If your client has Medicaid and Medicare, there are a few things you need to understand before cutting settlement checks…
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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…
