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…
special needs trust
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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…
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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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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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Does My Client Need a Medicare Set-Aside Even If They Don’t Have Medicare Yet?
As lawyers are fond of saying: it depends. First, we need to understand why MSAs exist and the problem they…
