May 21, 2018 May 21, 2018Providing for a Disabled Claimant’s FutureThe 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 March 9, 2018Is 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, […]
March 13, 2017 March 13, 2017Settlement Planning: A Case StudyWhether 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. […]