What is a Pooled Special Needs Trust- and is it the Right Option for Your Client?

If you are an attorney working with a disabled claimant, you’ll want to bring in a settlement planner to review your client’s options. When a disabled individual anticipates accepting proceeds from an injury settlement, certain steps must be taken to help the claimant maintain eligibility for needs-based government benefits (e.g., Medi-Cal, SSI) and preserve their…

The New Liability MSA Policy: What You Need to Know

For years, plaintiff attorneys and settlement planning professionals have operated under a set of unclear assumptions when it came to liability settlements and future medicals for Medicare beneficiaries.  While the rules are still unclear, the Centers for Medicare and Medicaid Services (CMS) indicated that they are set to make some changes to Liability Medicare Set-Asides…

Funding an MSA with a Structured Settlement: Here’s Why it’s a Smart Option

There are two main funding options when it comes to Medicare Set-Asides: funding with a lump sum or utilizing a structured settlement. A structured settlement can offer a financial advantage over a lump sum. Keep reading to learn why your clients may want to consider funding their Medicare Set-Asides with structured settlements. Settlements and Medicare…