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 […]
March 9, 2018
Disabled individuals who expect to receive settlement proceeds may need to consider placing the proceeds into a trust account to preserve assets, protect government benefit eligibility, […]
September 29, 2017
If you are an attorney working with a disabled claimant, you’ll want to bring in a settlement planner to review your client’s options. When a disabled […]
March 13, 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. […]
February 13, 2017
Primary Office Location: Orange County, California Why did you choose to become a settlement planner? I don’t think I chose to be a settlement planner as much […]
September 12, 2016
Medi-Cal) and/or Supplemental Security Income (SSI), assets are typically limited to $2,000 for individuals or $3,000 for a married couple. For those on public benefits who […]
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 […]
March 9, 2018
Disabled individuals who expect to receive settlement proceeds may need to consider placing the proceeds into a trust account to preserve assets, protect government benefit eligibility, […]
September 29, 2017
If you are an attorney working with a disabled claimant, you’ll want to bring in a settlement planner to review your client’s options. When a disabled […]
March 13, 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. […]
February 13, 2017
Primary Office Location: Orange County, California Why did you choose to become a settlement planner? I don’t think I chose to be a settlement planner as much […]
September 12, 2016
Medi-Cal) and/or Supplemental Security Income (SSI), assets are typically limited to $2,000 for individuals or $3,000 for a married couple. For those on public benefits who […]