Settlement Planning

Life care planners play an important role in helping individuals with disabilities, chronic illnesses, or catastrophic injuries navigate their future care needs.

A structured settlement is ideally suited as partial or full funding for a first-party special needs trust with a disabled beneficiary. It also lowers administration costs since only trust assets are subject to fees.

Approximately 95 percent of personal injury cases settle before trial. For those cases that result in a trial, more than 90 percent end with an injured person or surviving family winning the case and receiving a money judgment. ...

Beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits if they receive an inheritance or settlement money. What should you do in this situation?...

Special Needs 101

People with special needs may qualify for a variety of government benefits, including Medicaid and Medicare. What's the difference?...

Special Needs 101

If a person with special needs receives a large personal injury award, paying for health insurance could become an unaffordable expense unless precautions are taken. A special needs trust could be the answer.

Special Needs 101

How personal injury settlements affect your SSDI or SSI benefits depends on your specific situation. Generally, SSDI won't be affected, but SSI definitely will. ...

Workplace injuries and deaths can have severe consequences. Injured workers often must take time away from work, and disabilities they incur may prevent them from returning to their jobs. Medical care and funeral expenses can be costly.

Failing to establish a Medicare Set-Aside Account can have significant consequences for Medicare eligibility.