The Settlement Alliance

Special Needs Trusts

Recent Posts in Special Needs Trusts Category

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Are You Failing to Retain your Own Settlement Planning Expert? Jan 19, 2018

When it comes to settlement, each side should engage their own experts. The claimant is entitled to representation by a plaintiff-loyal settlement professional, rather than relying solely on a defense broker engaged by the liability insurer or ...

Qualified Settlement Funds: A Favorable Option for Both Sides Jan 12, 2018

Qualified Settlement Funds (also referred to as “QSFs” or 468B trusts ) are often the preferred option for resolving settlements involving multiple claimants. While QSFs provide many benefits for claimants, there are also certain characteristics that ...

Protecting Government Benefits with a Pooled Trust Dec 28, 2017

Disabled individuals who are awarded injury settlements under $500,000 may experience financial consequences with lifelong implications. Those who receive needs-based government benefits (e.g., Medicaid, SSI) will likely lose benefit eligibility if ...

Is a Settlement Planner Necessary When Your Client Doesn’t Want to Structure? Aug 4, 2017

A commonly held belief in the legal community is that settlement planners only provide structured settlement services. Unfortunately, subscribing to that misconception may result in missed opportunities to resolve your client’s settlement in a manner ...

Will a Settlement Affect Disability Benefits? Jun 21, 2017

When a disabled individual is about to receive a recovery in a personal injury settlement, questions often arise about existing disability benefits. Will accepting money from an injury settlement affect a claimant’s disability benefits? Does the type ...

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 ...

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We are proud to partner with the highest rated structured settlement providers in the industry:

  • American general Life Companies
  • Berkshire Hathaway Structured Settlements
  • Liberty Life Assurance Company of Boston
  • MetLife
  • Mutual of Omaha
  • New York Life
  • Pacific Life
  • Prudential