An understanding of the importance and significant value of a First Party Funded Special Needs Trust in addressing personal injury and other settlement matters is critical for all participants in such cases. The use of such a trust can permit the continued availability of public benefits such as Medicaid, Supplemental Security Income, public housing, and other resource-related benefits which can be essential for the welfare of a person with disabilities following a personal injury settlement or other receipt of significant funds. For example, the loss of Medicaid alone may cost millions of dollars to a person with disabilities over the course of a lifetime.

LEARNING OBJECTIVES

• Identify the need for a First-Party Funded Special Needs Trust
• Describe when such a trust is important for the recipient of an injury settlement or other significant monies.
• Explain the impact of public benefits of the funding of a special needs trust

Credits: 1 CEs of the following credits have been applied: ABVE, CCMC, CDMS, CRCC, CVE-CWA-CCAA (Pending Approval)

This event will be recorded and available on-demand through this registration.