Our expert settlement planners can analyze our clients’ public benefit eligibility. Our analysis reviews the government programs providing benefits to determine what steps may be necessary to preserve those benefits. In addition, we can provide a detailed analysis of the costs and value of services being provided by different public benefits 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 Medicare Set-Aside Arrangements (MSA).