Special Needs Trust

In this subscriber drafting webinar, we will review the types of trusts that can be created for a surviving spouse, including trusts that qualify for the marital deduction (and therefore the step-up in basis at the survivor’s death),…

Medicaid, the means-tested public benefit for disabled individuals who are also impoverished, will need to be protected. More than $2,000 in resources and the client will lose this valuable benefit; personal injury proceeds are plainly…

The case is about to settle, or the verdict is in, and now the client wants to know how will it affect his or her benefits. First, you will likely have to help the personal injury (PI) attorney assess the type or types of benefits the…

This webinar will focus on drafting third-party and first-party SNTs in InterActive Legal’s various practice systems.

Practitioners who regularly work with special needs clients are probably aware that the Social Security Administration ("SSA") released revisions to the Program Operating Manual System ("POMS") on April 30, 2018. But since many of us…

InterActive Legal provides several ways of drafting trusts that are designed to receive distributions from retirement plans and individual retirement accounts. One option is the new “Retirement Benefits Trust”.

Medicare Set Asides (MSAs) are common in the Workers’ Comp field and may become more commonplace in liability cases sooner than later. At settlement, many attorneys acknowledge that their clients are incapable of managing the settlement…

The number one concern among Beneficiaries and Advocates regarding a pooled special needs trust (PSNT) is understanding how the trust and disbursement process work. Accessing the trust and requesting disbursements should not be frustrating.…