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CPT Special Needs Trust Provider
877-695-6444
Transfer or Early Termination of a Pooled Trust
Converting a (d)(4)(A) Individual SNT into a (d)(4)(C) Pooled SNT I have been approached recently by several attorneys asking if their client can transfer their Individual SNT (d)(4)(A) into a Pooled SNT (d)(4)(C). In some cases, it is because the beneficiary has moved out of state and the attorney who drafted the trust is the [...]
CPT Special Needs Trusts meet criteria for POMS SI 01120.225
SI 01120.225 Pooled Trusts Management Provisions Citations: Social Security Act (Act) as amended, Section 1917(d)(4)(C)(42 U.S.C. § 1396p(d)(4)(C)) . A. How to determine when to apply the policies in this section 1. New trusts and trusts that have not been previously excepted under section 1917(d)(4)(A) or (C) of the Act A trust that is either [...]
As the baby boomer population ages
As the baby boomer population ages, we find ourselves with an increase percentage of clients who have smaller awards and or are over the age of sixty-five so a traditional Individual Special Needs Trust cannot be used. Especially those who are seriously injured and require continued eligibility for Medi-Cal and Supplemental Security Income (SSI). As [...]
CA resident eligible for Medi-Cal/Medicare while getting SS payments?
Can an injured California resident still be eligible for Medi-Cal and Medicare benefits while receiving structured settlement payments? Yes. Federal law permits a first party Special Needs Trusts (SNTs) to hold assets (such as structured settlements) of injured parties under age 64 while preserving their needs-based public benefits such as California’s Medi-Cal, Medicare and SSI. [...]
