GOVERNMENT BENEFITS PRESERVATION CONSULTING
Our expert planners can review a clients’ public benefit eligibility and give recommendations on next steps for preservation. We work together with outside local government benefits counsel to determine what types of trusts may be necessary to preserve appropriate programs. In addition, we can provide a detailed analysis of the costs and value of services being provided by different public benefit programs such as Medicaid or Medicare.
Whenever appropriate, we work with leading experts to assist with the creation and implementation of Special Needs Trusts and Pooled Trusts. We will assist, together with legal counsel, in identifying cases where one of these trusts should be considered and will help counsel avoid the legal malpractice pitfalls concerning the implementation of these trusts. Additionally, we work with banks and trust companies that manage special needs trusts and provide trustee services. When Medicare preservation is an issue, we can provide advice on creative ways to fund and administer Medicare Set-Aside Arrangements (MSA).
READY TO SCHEDULE A CONSULTATION?
The Synergy Settlements team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.