This panel provides an overview of special needs trusts, ABLE accounts and other tools practitioners can use to preserve a client’s eligibility for means-tested benefits such as Supplemental Security Income (SSI) and Medicaid. Through case studies, the presenters discuss how these strategies work together to meet the needs of clients.
This presentation is beneficial not only to estate planners, but also litigators handling personal injury, medical malpractice and workers’ compensation claims to ensure clients understand their options and protect their benefits when receiving a settlement or proceeds from a lawsuit.