Other Settlement Planning Topics

Medicaid: When a Settlement May Jeopardize Ongoing Eligibility

Medicaid is a topic that comes up frequently in personal injury settlements — and for good reason, because dealing with Medicaid presents many unique challenges at the time of settlement. In this article, we will discuss the two main types of Medicaid in order to...

The Mechanics of How to Set Up a Special Needs Trust

If you are in the settlement phase of a case and your client is receiving needs-based government benefits like Medicaid, SSI, or some combination of those, a special needs trust can be used to protect those benefits. How to Set Up a Special Needs Trust When a legal...

Payout Period Overview for Attorney Deferred Compensation Plans

Many contingency-based plaintiff attorneys are interested in deferring their legal fees to future tax years because of the many benefits fee deferrals offer. Fee deferrals reduce current year income taxes because income earned in the current tax year are deferred to...

Is a Client Not Returning Your Calls? This Might Be the Problem…

If a client is not returning your calls or responding to other communication efforts in pursuing a personal injury case, one reason might be their fear of losing their Medicaid or SSI benefits upon receiving a settlement. We've heard stories from plaintiff attorneys...

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