By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC The following is adapted from The Art of Settlement. John Doe was a laborer since age eighteen, but when he was thirty, he was severely injured and became paralyzed. John didn’t have health insurance at the time…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services The Supplemental Nutrition Assistance Program (SNAP), formerly known as food stamps, is a benefit for low income families who need assistance paying for food. If your client has SNAP benefits and is…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services One of the many practice points rarely taught in law school: your client may lose public benefits as a result of a recovery, and you have a duty, as their attorney, to…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services Editor: Jason D. Lazarus, J.D., LL.M, MSCC, CSSC Last year we told you about how the Tax Cuts and Jobs Act (TCJA) impacted trust taxation and how clients could use a structured…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services If your client has Medicaid and Medicare, there are a few things you need to understand before cutting settlement checks to them. Both benefits may be jeopardized if settlement funds are handled…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services While the number of seniors in poverty has trended slightly down over the past 5-10 years,[1] millions remain below the poverty line. These people rely on government assistance such as Medicaid and…
By Jason D. Lazarus, Esq. This blog post will discuss dual eligibility for injured workers. It will address exactly what it is and how Medicaid coordinates with Medicare for those that are dual eligible. Finally, it will talk about the techniques to preserve Medicaid and…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services If your client does not have needs-based public benefits, you might be thinking a trust isn’t necessary or even desirable. You might be thinking a structured settlement provides enough protection because it…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services Florida recently joined a handful of other states in making a change to its ABLE statute that gives clients a little more control over their money when they die. If you are…
By Jason D. Lazarus, Esq. Introduction Assume you just settled a personal injury case for John Doe who is married to Jane. John has a significant brain injury and there are questions of competency. John was injured on the job but had a product liability…
