Protecting the Plaintiff with Medicare, Medi-Cal and SSI without Age or Income Restrictions In An Affordable Care Act Era

The most common way for a plaintiff to continue to receive Medi-Cal and SSI while also receiving settlement funds is to establish a first party individual Special Needs Trust (SNT) or enroll in a Pooled Special Needs Trust (Pooled SNT) also known as a Pooled Trust, PSNT or Master Trust.

Preserving Plaintiff’s Medi-Cal and Medicare Benefits [The Advocate - September 2011]

Settling a case can be a cumbersome, time consuming and a frustrating experience for all parties. When the complexities of public-benefit programs such as Medicare and Medi-Cal are added to the settlement mix, it’s no wonder plaintiff attorneys seek assistance in understand¬ing the necessary legal measures required to ensure their settlements comply with the law and protects their client’s current and future interests.

Age 65 and Over Settlements: Preserving the Elder Plaintiff’s SSI and Medi-Cal [CAOC Forum - Nov/Dec 2010]

Plaintiff attorneys face unique challenges when serving the needs of the injured elder population – those over the youthful age of sixty-four.

One difficult issue is that many elders qualify for and utilize needs-based public benefits like Supplemental Security Income

DON’T Let Medicare Impact Your Next Personal Injury Settlement – Ask The Right Questions of Your Client UPFRONT

With Medicare’s increasing involvement in insurance settlements, information obtained at the time of case intake can make it easier (and hopefully faster) to address Medicare compliance issues. Jon Gunter, Executive Vice President at MEDVAL, recommends plaintiff attorneys ask the following questions up front in every injury or workers’ compensation insurance settlement case. I think you’ll find the information very helpful.