Monthly Archives: May, 2015

Special Needs Trusts – The Differences

Special Needs Trusts – The Differences By: Jason D. Lazarus, J.D., LL.M., MSCC, CSSC A special needs trust is a trust that can be created pursuant to Federal law whose corpus or any assets held in the trust do not count as resources for purposes of qualifying for Medicaid or SSI.  Thus a personal injury…

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Synergy reduced military liens by over 80% for a savings of $628,024.09!

In this case a retired veteran was injured and eventually died as a result of medical malpractice. The estate for the veteran engaged a well-respected trial attorney who was able to overcome the challenges that accompany a wrongful death case arising from medical malpractice and obtained a settlement in the amount of $1,300,000.00. Both Tricare…

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TESTIMONIALS

“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

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