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 [...]
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, 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 [...]
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. [...]

- Any Value
- Any Age
- Structured settlements
- Court supervision
- Medicare Set-Aside
- Funds held by national investment firm
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