Settlement Planning

Not every potential trustee provides the best services for trusts designed for children with special needs. Here are some questions to ask while searching for the right one for your new trust.

A New York City couple has been charged with stealing more than $500,000 in monthly payments that a woman with disabilities was supposed to be receiving as part of a settlement.

A scion of the Kennedy family has pleaded guilty to embezzling nearly $8 million that was intended to purchase structured settlement annuities for children who were plaintiffs in medical malpractice cases.

Because personal injuries usually don't just go away once the parties settle a lawsuit, Medicare recipients need to set up a fund to reimburse the government for future medical expenses related to their injury.

Major changes to the “kiddie tax” could significantly increase the tax liability of assets placed in special needs trusts if the trust’s beneficiary is a minor and the income the trust earns is high enough.

A lawsuit settlement must protect the injured person's long-term financial interests, health and quality of life.  Here are five key questions that should be answered before settling a personal injury claim.

In an underreported case involving police violence, the state of California has agreed to pay nearly $1 million to a man with schizophrenia. The money will be placed in a special needs trust (SNT). ...

When victims win personal injury lawsuits, obtaining the award is only half the battle. Of equal, or greater, importance is constructing the settlement in a way that best protects the individual's long-term interests.

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