The special needs trust SSI problem starts with one hard number: $2,000. For an individual receiving Supplemental...
Other Settlement Planning Topics Resources
Special Needs Trust Violations: Rules, Penalties, and Corrective Steps for Trustees
Special needs trust violations can start with a seemingly harmless purchase: a trustee pays the beneficiary’s rent,...
Is Sexual Harassment Settlement Taxable?
Introduction Most people asking “is sexual harassment settlement taxable?” are hoping for good news. Unfortunately,...
What is Lien Resolution? Process, Cost, and Expert Strategy Guide
Introduction Lien resolution is the work needed to clear claims against a personal injury settlement. Liens come from...
Qualified Settlement Fund Tax Treatment: IRS Rules, Tax Liability, and Compliance Guide
Introduction Qualified settlement fund tax treatment can make or break the financial outcome of a settlement. Qualified settlement fund tax treatment affects the fund itself, the defendant or insurer that contributes money, the claimants who receive distributions, and the plaintiff attorneys who may receive contingency fees. That is why QSFs are...
Special Needs Trust SSI: Eligibility, Assets, and Trust Rules
The special needs trust SSI problem starts with one hard number: $2,000. For an individual receiving Supplemental Security Income, countable resources generally cannot exceed $2,000, which means a settlement, inheritance, or gift can create a benefits crisis almost overnight. That result can feel devastating. A settlement or inheritance should...
Special Needs Trust Violations: Rules, Penalties, and Corrective Steps for Trustees
Special needs trust violations can start with a seemingly harmless purchase: a trustee pays the beneficiary’s rent, hands over cash for a bill, or forgets to keep receipts, and the beneficiary’s SSI or Medicaid eligibility is affected before the family understands why. Special needs trust violations are especially frustrating because they often...
Is Sexual Harassment Settlement Taxable?
Introduction Most people asking “is sexual harassment settlement taxable?” are hoping for good news. Unfortunately, the default IRS rule is that most sexual harassment settlements are taxable unless a specific exception applies. That does not mean every dollar of the settlement is taxed the same way. Some portions of a harassment settlement may...
What is Lien Resolution? Process, Cost, and Expert Strategy Guide
Introduction Lien resolution is the work needed to clear claims against a personal injury settlement. Liens come from health insurers, Medicare, or other entities that paid medical bills. Resolving liens properly helps ensure the injured person keeps the correct portion of their settlement. What is Lien Resolution and Why It Matters in Claims...
[Full Breakdown] Third-Party Special Needs Trust: Cost, Requirements, and Mistakes
Introduction If someone you love has a disability, you’ve probably asked yourself a difficult question: How do I leave them money… without accidentally taking away their government benefits? This is where a third-party special needs trust becomes incredibly powerful. Done correctly, it protects eligibility for Medicaid and SSI while giving your...
Structured Settlement – Labor Cases: Process, Benefits, and FAQs
Introduction Structured settlement in labor cases provide workers with steady, reliable income after a workplace injury or labor dispute. These arrangements appear in workers' compensation matters, employee injury compensation settlements, and employment compensation settlements where long-term stability is important. This article explains how...
Structured Settlement for Minors Examples With Payment Breakdowns
Introduction A structured settlement for minors is a reliable way to protect a child’s financial future after an injury or wrongful death case. Attorneys, parents, and courts often prefer structured payouts because they ensure long-term security and responsible use of funds. This guide explains how structured settlements work and provides clear...
Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps
Introduction What are SNAP benefits? SNAP stands for Supplemental Nutrition Assistance Program and is considered a needs-based government benefit. SNAP is more commonly referred to as food stamps. Preserving the client’s eligibility to receive SNAP benefits is not always possible after a client receives a settlement, as we have also discussed in...
Can a Settlement Trust Pay a Parent for Care Provided to a Child?
One question that we often get regarding settlement trusts is the ability or inability of the trustee of that trust to pay a caregiver for the beneficiary's care, such as in the case of a trust set up for an injured minor child. In many minor settlement situations, after an accident or injury occurs, the parent of that minor child can no longer...
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