We thoroughly review an individual’s government benefits and those of others in their household, and make appropriate recommendations for the settlement proceeds or other source of assets.
Ensuring a plan that will work with government benefits programs can protect your client’s long-term financial security.
Special Needs Planning
If your client is disabled or has special needs, careful planning is required. Because Medicaid and Supplemental Security Income are needs-based, receipt of settlement proceeds can jeopardize your client’s eligibility for these programs.
We help attorneys ensure that special needs clients maintain eligibility for these government programs. We often assist attorneys by creating a Special Needs Trust (SNT) for their client that can be used alone, or in conjunction with a settlement annuity, to maintain government entitlement eligibility while using the settlement proceeds as they were intended: to better the life of your client.
Medicare Secondary Payer Act Compliance
Complying with the Medicare Secondary Payer Act can be frustrating and time-consuming. Are you doing all you can to ensure Medicare’s future interest is considered and to ensure that your client will not be denied future Medicare benefits? Outsourcing these issues to our experienced team of attorneys allows you to spend more time on what you do best while we deal with your clients’ Medicare issues.
We evaluate your workers’ compensation and third party liability cases to ensure Medicare’s future interests have been considered. We provide a fact specific analysis of your case to help you determine future injury-related, Medicare-eligible expenses and whether a set aside of settlement proceeds is advisable. We provide a written analysis letter for your file, and if necessary, we can provide full Medicare Set Aside allocation services.
Why Choose Us?
Our goal at Tombs Maxwell LLP is to be the comprehensive, one-stop resource for attorneys in dealing with all the legal and financial issues that arise at the time of settlement. Our government benefits planning services:
Help you preserve your client’s government benefits
Protect your clients who are disabled or have special needs by tailoring Special Needs Trusts to your clients’ specific needs
Limit your liability by ensuring that you comply with the Medicare Secondary Payer Act
Our experience and background allow us to provide unparalleled expertise to you and your clients.
Government Benefits Planning Services
Government Benefits Planning
Special Needs Planning
Special Needs Trusts (SNTs)
Medicare Set Aside Allocations
Medicare Set Aside Opinion Letters
We’ve written a number of articles about topics related to Government Benefits Planning.