" Why Trial Lawyers Should Use § 468B Settlement Trusts"

You meet with a client who is disabled or who has a child who is disabled and who has engaged you to either advise on issues related to a personal injury settlement or an estate plan. READ MORE... 

PART II: THE DOS AND DON’TS FOR TRUSTEES IN ADMINISTERING A d(4)(A) SPECIAL NEEDS TRUST

On February 8, 2006, President Bush signed into law S. 1932.   This Act, among other things, imposes substantial changes on programs such as Medicaid. READ MORE...

PART I: THE DOS AND DON’TS FOR TRUSTEES IN ESTABLISHING A d(4)(A) SPECIAL NEEDS TRUST

Effective October 1, 2005, the average cost of care or private pay rate was increased from $4,188.72 to $4,507.06 in Maricopa, Pima and Pinal Counties and from $3,893.53 to $4,189.44 for the balance of the state.READ MORE...

SELECTING THE TRUSTEE OF A SPECIAL NEEDS TRUST

So you've decided to establish a special needs trust!

The question now becomes who should be trustee?
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“TO SNT OR NOT TO SNT,
THAT IS THE QUESTION”

Establishment of a special needs trust is actually a relatively simple matter once the decision has been made to do so.   What is often not so simple or straightforward is evaluating whether or not an individual's circumstances merit establishment of such a trust, or whether the individual will be best served by such a trust.  READ MORE...

A PRIMER ON AHCCCS MEDICAL BENEFITS

The Arizona Health Care Cost Containment System (AHCCCS) is Arizona’s version of Medicaid. AHCCCS administers multiple medical assistance programs, all of which vary in their eligibility criteria. READ MORE...

A PRIMER ON SOCIAL SECURITY DISABILITY BENEFITS

To be eligible for SSDI and SSI, an individual must qualify as “disabled,” which is defined by the SSA as being “unable to engage in substantial gainful activity.” READ MORE...

SB 1167:AHCCCS and Special Treatment Trusts

“Special treatment trusts” include three types of trusts that can be established pursuant to federal and state law, which permit an individual to meet income and resource eligibility requirements for Medicaid, or AHCCCSA benefits.
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