Providing for a Disabled Claimant’s Future

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 the implications of a plaintiff accepting a cash settlement are examined up […]

Is a First Party Special Needs Trust Right for Your Client?

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, and help ensure that their needs are being met. A First-Party Special Needs Trust (sometimes referred to as a “d4A trust,” as a nod to the section of federal […]

Settlement Planning: A Case Study

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 more comprehensive approach to settlements, considering additional factors such as living […]