Blog - Settlement Planning

A settlement protection trust is a valuable tool for long-term financial security, asset protection, and tax advantages.

Settlement planning is a comprehensive strategy to manage and allocate funds received from a legal settlement. It aims to ensure long-term financial stability and security for the beneficiaries.

As a special needs planning attorney and director of a non-profit that administers special needs trusts this book is an essential resource for me, my staff, and clients. While written for California trustees of special needs trusts, these trusts in particular are written to conform to federal statutes and policy.

There is a new CMS (Center for Medicare and Medicaid Services) reporting requirement, Section 111 of the Medicare, Medicaid & SCHIP Extension Act (MMSEA), 42 USCS §1395(y)(b)(8), effective July 1, 2009 that we need to be prepared to advise litigation firms and the court when serving as Guardian Ad Litem.

If you are litigator, particularly a trial lawyer focused on Personal Injury, we can provide you with valuable assistance in the highly specialized area of Special Needs Settlement Planning. As you probably know, Special Needs Settlement Planning encompasses a comprehensive set of legal services that often prove pivotal in the successful long-term settlement of personal injury cases.