Questions & Answers

Couldn't find the answer you were looking for? Let us help you.


Question

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

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

VIEW ANSWER | TAGS: Settlement Planning
 

Question

Can a Guardian be a Trustee?

Can the parent of a person with special needs, who is also that person's guardian, serve as the trustee of a special needs trust that will hold a settlement?

VIEW ANSWER | TAGS: Special Needs Trusts, Settlement Planning, Estate Planning
 

Question

How Do I Get Rid of a Special Needs Trust?

My son is the beneficiary of a special needs trust that was set up when she was young and received a settlement from a lead poisoning case.  He's 18 now and doesn't need the trust anymore.  How do I get rid of it?

VIEW ANSWER | TAGS: Special Needs Trusts, Settlement Planning
 

Question

What Happens If My Medicare Set-Aside Runs Out?

If my Medicare Set-Aside runs out of money, who pays for my continuing medical expenses that are related to my accident?

VIEW ANSWER | TAGS: Public Benefits, Settlement Planning, Health Care
 

Question

What Happens When You Have a Medicare Set-Aside and Don't Need Treatment?

Is there any way to use the funds in your Medicare Set-Aside (MSA) trust even if you don't need further treatment for your injury?

VIEW ANSWER | TAGS: Settlement Planning, Health Care
 

Question

Who Pays, Workers Comp or Medicare?

I needed to have surgery while I was negotiating the establishment of a Medicare Set-Aside to hold funds from a workers' compensation claim.  Now both workers' comp and Medicare are refusing to pay for the bill.  Who pays?

VIEW ANSWER | TAGS: Health Care, Settlement Planning
 

VIEW ANSWER | TAGS: Public Benefits, Settlement Planning, Health Care
 

VIEW ANSWER | TAGS: Special Needs Trusts, Special Needs Planning, Settlement Planning