Government Benefits Planning

Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case

One common question we get is about Medicare and plaintiff attorneys’ obligations to Medicare when they're settling a case.  There are two parts to consider in Medicare's interests. First is the Medicare conditional lien, which is Medicare's right of recovery...

The Mechanics of Setting Up a Settlement Trust

Here at Amicus Settlement Planners, settlement trust is a topic that we often get asked about. People usually want to know: "What are the mechanics of setting up a settlement trust, and how do we actually go about doing it? Does the defendant have to pay directly to...

Estate Planning Considerations for Settling Plaintiffs

It’s common for plaintiff attorneys to consider settlement planning needs for their clients. There may be a need to set up a special needs trust to protect their government benefits or establish a structured settlement annuity to stretch out the client’s recovery or...

Can a Client Own a Home and Still Receive Medicaid / SSI?

A common question that we get from settlement clients and their attorneys is, “Can a client own a home and still receive Medicaid and SSI? And can a special needs trust own a home, or does the client have to own the home in his or her name?” The answer is generally,...

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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.

We'd love to explore how we can help you and your clients.