Discover when using a structured settlement is appropriate and how it can affect a client’s entitlement to public benefits, outline procedures to identify and communicate obligations to the client and opposing counsel, provide information allowing you to understand the impact private insurance and medical assistance will have for your clients and receive tips for a successful negotiation process. Analyze the value of settlement planning and discuss how to provide sound advice to your clients in the face of product sales and learn when special needs trusts, Medicare set-asides and the alternatives ought to be used as well as how to best structure the settlement to protect your client’s future needs.
Summary of ContentsRecognizing, Assessing, and Processing Liens Asserted by Pa. Department of Human Services, Medicare (& MAs), and Private Plans
Special Needs Trusts: An Overview for Financial and Legal Professionals
Structured Settlements and Special Needs Trusts: Creation and Administrations (Slides)