If you represent a client eligible for means-tested benefits – e.g., Medicaid or Supplemental Security Income benefits – you must take extra precautions upon resolving his/her lawsuit. For the client to remain eligible for such benefits, the settlement funds must be used to establish a Special Needs Trust (SNT). Failure to do this can result in liability on your part.
For several decades, our professionals have established and administered SNTs in compliance with the complex regulatory obligations. We have earned a reputation for handling complex cases with skill and transparency, and we pride ourselves on creating effective solutions for unique trust needs and offering exemplary service to our trust beneficiaries.