Trusts and Asset Management

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...

Who Is Eligible for a Special Needs Trust?

Personal injury attorneys frequently call our office and ask who is eligible for a special needs trust. There are 3 requirements for an individual to be eligible for a special needs trust:  The client must be 64 years old or younger.The client must be deemed...

Setting Up a Settlement Trust for a Competent Adult

In most competent adult settlement situations, it is common for attorneys to feel that competent adults can make decisions for themselves, so they settle a case, give the client the money, and hope for the best.  In some cases, clients are savvy enough to find a...

Issues to Consider Before Terminating a Special Needs Trust

If you set up a special needs trust for a disabled minor who is receiving Medicaid and SSI, what happens to the money inside the special needs trust if that minor gets to the point where he/she is well enough to work and generate income, and therefore lose his/her...

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