Do I Need Special Documents To Set Up a Medicare Set Aside Trust?

What documents are needed to set up a Medicare Set-Aside?

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.  (For more on Medicare Set-Asides, click here.)  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.  For a list of planners in your state, click here.

Article Last Modified: 01/20/2016

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