Is a First Party Special Needs Trust Right for Your Client?

Disabled individuals who expect to receive settlement proceeds may need to consider placing the proceeds into a trust account to preserve assets, protect government benefit eligibility, and help ensure that their needs are being met. A First-Party Special Needs Trust (sometimes referred to as a “d4A trust,” as a nod to the section of federal…

What is a Trigger Trust: and Why Should Some Claimants Consider One?

When settling a personal injury case, it is not uncommon for the claimant to have unclear expectations of the true impact that an injury will have on their long-term physical and financial well-being. Claimants who aren’t currently receiving needs-based government benefits may find themselves in need of financial assistance in the future—and out of luck…

Does a Settlement Impact Disability Benefits?

  Disabled claimants may run into benefit issues when accepting proceeds from a personal injury settlement. The acceptance of a lump sum may render an individual ineligible for needs-based government benefits, while entitlement benefits remain intact. When it comes to disability benefits, which is which—and how can a claimant protect their eligibility? SSDI vs. SSI:…

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…

Is a Settlement Planner Necessary When Your Client Doesn’t Want to Structure?

A commonly held belief in the legal community is that settlement planners only provide structured settlement services. Unfortunately, that misconception can lead to missed opportunities to protect claimants’ long-term financial security. While we believe that structures are a valuable financial option for most personal injury settlements, not all cases will be the right fit for…

Can A Structured Settlement Benefit Claimants of All Ages?

Claimants who will be receiving settlement awards may have questions and concerns about their finances and the well-being of their families.   Whether a claimant is just starting out in life, is an adult with a family of their own, or has been retired for years, each has a unique set of needs. Utilizing a carefully…

What Goods and Services Are Eligible for Special Needs Trust Distributions?

Disabled individuals who receive needs-based government benefits run the risk of losing eligibility if they accept a lump sum settlement. Fortunately, a special needs trust (SNT) may help the disabled individual maintain benefit eligibility while protecting their assets. The trustee of the special needs trust (e.g. a parent/guardian or a corporate trustee) is in charge…

5 Tips for Improving Client Satisfaction in 2017

  Whether you are a seasoned attorney or just starting out, you likely understand the importance of keeping a steady stream of satisfied clients. And sometimes it takes a team to keep all clients happy. With that in mind, here are 5 ways your settlement planner can help increase your firm’s standard of client care…