CPT Special Needs Trusts

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Tag Archive for medicare

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 experts in protecting the injured…

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. However, under federal law, individual…

Structured settlement payments in California while injured?

Can an injured party living in California still be eligible for Medi-Cal and Supplemental Security Income (SSI) 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 65 while preserving their needs-based public benefits such as California’s Medi-Cal, Medicare and SSI.…

Obama approves California Medi-Cal cuts

October 27, 2011 Obama administration approves California Medi-Cal cuts Gov. Jerry Brown scored a budget win Thursday as the Obama administration approved a major share of Medi-Cal cuts that health care providers and patient advocates said would cut off medical access to the state’s most vulnerable residents. The federal Centers for Medicare & Medicaid Services (CMS) will allow the state…

Special Needs Planning In Your Fiduciary Practice

Special Needs Planning In Your Fiduciary Practice The attached presentation was presented by Will Lindahl,MBA, CLPF at PFAC meeting at Paradise Village in National City on October 19, 2011.  Outline below is covered in attached presentation.  Click here to download Will’s presentation in PDF format:   Special Needs Planning in your Fiduciary practice Objectives Determine who needs Special Planning Learn…

Why Us

Investments Held by a nationally recognized investment firm. – We will not risk your funds with a small organization. Multiple Asset Allocation Models are utilize. - A risk assessment allows your funds to be safely invested, one size does not fit all, your funds should be invested based on your needs and goals. No proprietary investment products are used. No front…