What Do I Need to Set Up a Medicare Set Aside Trust?

Medicare Set-Asides are complicated instruments designed to hold money from a settlement in order to reimburse the federal government for future accident-related medical expenses that are paid by the Medicare program. (Learn more about Medicare Set-Asides.) Because Medicare Set-Asides are so complex, they shouldn't be set up without assistance from a special needs planner with experience working with these specific trusts. Find a list of planners in your state.