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Introduction Qualified settlement fund tax treatment can make or break the financial outcome of a settlement. Qualified settlement fund tax treatment affects the fund itself, the defendant or...
The special needs trust SSI problem starts with one hard number: $2,000. For an individual receiving Supplemental Security Income, countable resources generally cannot exceed $2,000, which means a...
Special needs trust violations can start with a seemingly harmless purchase: a trustee pays the beneficiary’s rent, hands over cash for a bill, or forgets to keep receipts, and the beneficiary’s SSI...
Introduction Most people asking “is sexual harassment settlement taxable?” are hoping for good news. Unfortunately, the default IRS rule is that most sexual harassment settlements are taxable unless...
Introduction Lien resolution is the work needed to clear claims against a personal injury settlement. Liens come from health insurers, Medicare, or other entities that paid medical bills. Resolving...
Introduction If you’ve gone through a lawsuit and received a settlement for emotional distress, one question tends to hit just as hard as the legal battle itself: Is emotional distress settlement...
Introduction Receiving a settlement, inheritance, or large financial payment should feel like a victory. But for individuals with disabilities who rely on government benefits like Medicaid or...
Introduction When a person with disabilities receives money—especially from a legal settlement—it can create an unexpected problem. Many government benefits, including Medicaid, have strict asset...
Introduction Receiving money through a legal settlement, inheritance, or family support can feel like a lifeline. But for individuals with disabilities who rely on benefits like Medicaid or...
Introduction If someone you love has a disability, you’ve probably asked yourself a difficult question: How do I leave them money… without accidentally taking away their government benefits? This is...
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