Trusts and Asset Management

Can a Settlement Trust Pay a Parent for Care Provided to a Child?

https://youtu.be/v-7HQqLNvWg 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...

Can a client own a home and still receive Medicaid / SSI?

https://www.youtube.com/watch?v=R5dAO4Hw-YE 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...

When is a Settlement Protection Trust a Good Idea?

One question we often get asked is: "Does my client need a settlement trust?" That is a very good question — and in this article, we will talk about the reasons why you might consider using a settlement protection trust (also commonly called a settlement preservation...

What is the Medicaid Payback Provision in a Special Needs Trust?

In a personal injury settlement situation, it is common to set up a first-party special needs trust to preserve a client’s Medicaid or Supplemental Security Income (SSI). In order for a trust to qualify as a special needs trust, the trust must contain what is called a...

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