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.

Benefits of Small-Dollar Structured Settlements

Over the past 20 years, more than 50 percent of the structured settlements facilitated by Ringler Associates, a national structured settlements brokerage firm, were less than $50,000. Another approximately 17 percent were between $50,000 and $100,000. These figures are typical of most annuity brokerage firms.

New Non-Profit to Provide Free Medicare Set-Aside Administration Beginning October 1

A new not-for-profit group, the Medicare Secondary Payer Charitable Foundation (MSPCF), announced it will provide free Medicare Set-Aside administration for qualified beneficiaries starting October 1.

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.

How to Preserve the Elder Plaintiff’s SSI and Medi-Cal

Recently, I co-wrote an article on the subject for CAOC’s Forum with Kevin Urbatsch and William Lindahl. The article discusses:

–Avoiding Loss of Needs-Based Public Benefits
–How and When to Use Pooled Special Needs Trusts (SNTs)
–How to Select a Pooled SNT

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