The Settlement Alliance

Trusts and Wealth Management

Recent Posts in Trusts and Wealth Management Category

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Providing for a Disabled Claimant’s Future May 21, 2018

The cost of a client losing government benefits can be very high, often in the hundreds of thousands or even millions of dollars. From a risk management standpoint, it is wise to ensure that all possible options for settlement distribution as well as ...

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 ...

What Happens to Trusts for Minors? Dec 14, 2016

When money is reserved for a minor—whether as the result of a settlement or an inheritance—the primary goal is to make sure that they money is there when it’s needed. A trust is one of the best ways to protect funds for a minor. Here are the basics ...

The 3 Types of Special Needs Trusts You Should Understand Aug 3, 2016

A disabled individual who receives a settlement may face certain consequences if the settlement is accepted as a lump sum. First Party Special Needs Trusts A first party special needs trust (sometimes referred to as a “(d)(4)(a) trust” ) is funded ...

Which Type of SNT is Right for Your Disabled Client? Sep 14, 2015

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. For those on needs-based government benefits such as Medicaid and SSI, the additional ...

When is it Appropriate to Use a Pooled Special Needs Trust? Nov 27, 2014

Many individuals with special needs receive some form of government benefits. For those who receive an inheritance or a settlement from a lawsuit, the acceptance of those funds could risk the individual’s eligibility to continue receiving needs-based ...

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