The Settlement Alliance

Special Needs Trusts

Recent Posts in Special Needs Trusts Category

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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 ...

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 ...

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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