Trusts and Asset Management

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...

Special Needs Trust: 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...

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...

What Happens When a Special Needs Trust Beneficiary Passes Away?

A common question from attorneys regarding special needs trusts is: "What happens when the beneficiary of the special needs trust passes away? What happens to the funds in the trust?" It’s an important question that needs to be explained to the client before setting...

Contact

Let Us Help You

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.