Funds placed into a special needs trust are not counted by Medicaid and SSI when determining ongoing eligibility.
A special needs trust can be a great solution for disabled clients who are unable or unwilling to spend down on the allowed items in the calendar month they receive the settlement.
In this episode, Greg Maxwell discusses what types of expenses a special needs trust can pay for on behalf of the beneficiary.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
