Category Archives: SNTs

The Special Needs Trust: 3 Types

The Special Needs Trust (SNT) is designed to protect individuals with disabilities who are receiving money through a trust. The SNT is an effective tool because it places funds and other relevant assets in the control of a trustee to make it easier for an individual with special needs to save money while avoiding any…

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What Sets SSNPT Apart?

Clients who receive needs based benefits such as Medicaid and SSI require special planning to protect eligibility for those public benefits. More and more frequently, a pooled special needs trust is being utilized to preserve eligibility given the ease with which one can be set up and the relatively low cost.

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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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From Roger Baron – 5th Affirms Constructive Trust for ERISA plan of PI Proceeds Placed into SNT

Reprinted with Permission from Roger Baron

The personal injury attorney in ACS Recovery Services v. Griffin had been
successful in sheltering a settlement fund from a lien assertion made by ACS
Recovery Services.  The federal magistrate held that the reimbursement
claim was barred and the federal trial judge adopted the magistrate’s recommendation.  Subsequently a three judge panel of 5th Circuit affirmed.  The 5th Circuit granted a rehearing en banc and recently handed down its decision overturning the panel’s decision. 

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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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