Government Benefits Planning

Special Needs Trusts: Eligibility Requirements and Use Cases

One question we often get from personal injury attorneys with settling cases is: "Who is eligible for a special needs trust and who isn't? And in what situations should I worry about it?" A client receiving needs-based government benefits like Medicaid or SSI can lose...

Will Receiving Settlement Impact SSDI?

One question we often get from personal injury plaintiff attorneys is: "Does a personal injury settlement affect my client's Social Security Disability Insurance (SSDI)?" First, you need to ensure that your client is receiving SSDI and not Supplemental Security Income...

Does Receiving Funds in an IOLTA Impact Government Benefits?

Two common questions we get from attorneys are, “Will my client’s government benefits be affected if the settlement funds are received into my IOLTA account?” and “Can my IOLTA account fund the client’s special needs trust?” In most states, it is perfectly acceptable...

Case Study: What Comprehensive Settlement Planning Looks Like

We are often asked: “What do you mean by comprehensive settlement planning?” It’s easiest to demonstrate the value of comprehensive settlement planning through a brief case study. In this scenario (based on an actual, recent case). We recently were brought in to help...

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Our goal at Amicus Settlement Planners is to be the premier, comprehensive resource for personal injury attorney for all of the financial and legal issues that arise at the time of settlement.

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