With experience in public benefits eligibility and special needs trusts, our attorneys provide sophisticated advice regarding options for preserving a settlement or award while protecting your eligibility for public benefits.
We assist personal injury attorneys, settlement professionals and their clients navigate the issues that occur when a client receives a large settlement or award and wishes to maintain his eligibility for public benefits. We help clients evaluate their options among different sources of public benefits, different types of special needs trusts, and selection of fiduciaries to help manage funds and administer the trust. We help clients develop reasonable budgets and enhance their financial literacy.
We also offer ongoing support to Trustees of special needs trusts and assist Trustees in understanding the rules and regulations regarding special needs trusts and benefit programs.
Our attorneys work closely with state and federal government agencies regarding legislation, regulations and policy that affect the use of special needs trusts. We stay at the forefront of changes to benefits eligibility rules and special needs trusts.
We take these responsibilities seriously, and offer a variety of services for our clients in this regard.