Settlement Planning

A settlement or judgment received by a minor or person with a disability requires advanced planning. Many children and adults with special needs have lost their eligibility for government aid through improper planning and were forced to use settlement proceeds to pay for medical expenses that would have otherwise been covered by Medicaid.

Our settlement planning practice assists in creating a custom plan that takes into account the individual’s unique needs and post-settlement goals while protecting government benefits. Our depth of experience and benefit knowledge allows us to evaluate and address the many interrelated issues of: Medicare and Medicaid lien resolution; Medicare Set Aside (MSA) arrangements; Special Needs Trusts; court approval of proposed settlements, and structured settlement planning.