Special Needs Settlement Planning

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OUTCOME:

Work in a team with trial attorneys in personal injury and medical malpractice cases. Involves evaluating the need for preservation of government benefits; creating special needs and discretionary supp ... ort trusts; analyzing and advising on tax issues; advising about and assisting with creation of a qualified settlement fund; assisting in coordinating structured settlement annuities with special needs trusts to avoid loss of government benefits, assisting with Medicaid lien resolution; advising and analyzing whether a Medicare set aside should be established, and if so how much; reviewing proposed settlement agreements for language regarding special needs trust, payment of structured settlement payments and Medicare set asides.