The Settlement Alliance

Special Needs Trusts

Recent Posts in Special Needs Trusts Category

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What is Eligible for Special Needs Trust Distributions? Mar 23, 2017

A special needs trust is a type of account that protects the assets of a disabled individual and in many cases, allows the disabled individual to maintain eligibility for vital needs-based government benefits , such as Medicaid and SSI. Most often, a ...

Settlement Planning: A Case Study Mar 10, 2017

Whether your client is a minor child, a working age adult, or an elderly claimant, a settlement planner can be a valuable addition to your team. Unlike a broker or a financial advisor who focuses solely on the finances, a settlement planner takes a ...

What is a Pooled Trust Account? Feb 15, 2017

If you have a loved one with a disability, you may have heard of special needs trusts (SNTs). When a disabled individual who is on needs-based benefits (e.g. SSI, Medicaid, etc.) receives an injury settlement, a special needs trust can help preserve ...

Does a Personal Injury Settlement Affect Medicaid? Jan 24, 2017

When you are injured, the last thing you want to think about is losing money that provides for your medical needs. Did you know that accepting a personal injury settlement could jeopardize your Medicaid benefits, or that you may have to reimburse ...

What is a d4A Trust? Jan 20, 2017

A d4A trust is a type of Special Needs Trust , intended to protect the assets of a disabled individual. You may have heard of it referred to as a “first party special needs trust.” The “d4A” designation comes from its place in federal law: 42 U.S.C. ...

Benefits of Special Needs Trusts Nov 22, 2016

If you or your loved one is disabled and will be receiving a settlement, you may want to consider incorporating a special needs trust into your settlement plan. Special needs trusts offer a number of valuable benefits that can contribute to the ...

Will My Settlement Award Conflict With Government Benefits? Nov 21, 2016

This is the time of year when everyone begins looking at their healthcare options for next year. If you are on Medicaid and you are about to accept a settlement, make sure you read this post first! Accepting a lump-sum settlement could potentially ...

Questions to Answer Before Choosing a Special Needs Trust Aug 12, 2016

An individual who receives money from a personal injury settlement has a number of important considerations when it comes to how the funds will be distributed. Those receiving needs-based government benefits (e.g. Medicaid, SSI, food stamps, etc.) ...

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