In most personal injury cases, the path to a settlement or verdict can be a very difficult process. Once resolution has been achieved, detailed planning is needed to protect the settlement proceeds. There are many complex planning issues to consider when a personal injury case settles to maximize the recovery. Medicaid, Medicare and ERISA liens have to be litigated or negotiated. Trusts often times have to be created. A Special Needs Trust or Medicare Set Aside trust might be necessary. Tax and estate planning may be necessary. All very difficult issues to deal with for even the most sophisticated among us.
We help clients deal with the intersection of settlement planning, settlement taxation, public benefit preservation and lien resolution. This is our practice and it is called Special Needs Settlement Planning. With our help, our clients can navigate more efficiently through these difficult issues. We can create settlement preservation strategies to ensure the recovery is maximized and protected.
We provide expert settlement planning services because "special needs require special settlement planning."