Settlement Planning

Settlement Trust Solutions

When other settlement options are not appropriate, there is often much flexibility, safety, and protection to be found in trust solutions. Special Needs Trusts (SNT) Many government entitlement programs such as Medicaid and Supplemental Security Income are...

The Difference Between SSDI and SSI (and Why It Matters)

Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) are government benefits for clients with disabilities. However, clients may not know which one of the two they are receiving since the check they receive each month doesn’t specifically...

What Expenses Can a Special Needs Trust Pay For?

There are certain items that a special needs trust can and cannot pay for on behalf of the beneficiary for clients receiving Medicaid or Supplemental Security Income (SSI).  When you establish a trust for a client to preserve their SSI and/or Medicaid benefits,...

ABLE Accounts vs. Special Needs Trusts: What You Need to Know

ABLE accounts and special needs trusts are settlement planning options for personal injury clients who are disabled. ABLE Accounts ABLE Accounts were made possible by the Achieving a Better Life Experience Act of 2013. This relatively new option is another option for...

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