Government Benefits Planning

Who Is Eligible for a Special Needs Trust?

Personal injury attorneys frequently call our office and ask who is eligible for a special needs trust. There are 3 requirements for an individual to be eligible for a special needs trust:  The client must be 64 years old or younger.The client must be deemed...

An Outsourced Solution to Government Benefits Planning

Our firm has created a tool specifically for plaintiff attorneys and their settling clients to help determine if any special planning is needed in order for the clients to maintain their eligibility for their needs-based government benefits after receiving the...

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...

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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.