Trusts and Asset Management

When to Recommend a Special Needs Trust for a Settling Client

A special needs trust may be an appropriate planning tool for a client who has a disability and has been awarded money from a lawsuit— and the client wishes to maintain eligibility for government benefits like Medicaid and SSI. This article discusses situations when a...

What is the Difference Between a Special Needs Trust and an ABLE Account?

Special needs trusts and ABLE accounts are both financial vehicles that are specifically designed to help individuals with special needs. They both offer similar benefits, but they have different purposes and eligibility requirements. This article provides an overview...

What Are the Special Needs Trust Distribution Guidelines?

Clients often ask us about the distribution guidelines of a special needs trust. Clients who will benefit from a special needs trust are most likely receiving needs-based government benefits like SSI and Medicaid, so it is a good idea for them to understand the items...

How Can Attorneys Protect Clients with Annuities from Factoring Companies?

Past settlement recipients who elected to receive all or a portion of their settlement funds via a structured settlement annuity might be tempted to sell their annuity payments to factoring companies (more commonly known as “cash now” companies). These companies often...

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