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WRAPPING A MEDICARE SET-ASIDE ARRANGEMENT INSIDE A SPECIAL NEEDS TRUST

by Thomas D. Begley, Jr., Esquire, CELA In any recovery involving a personal injury case, the interest of Medicare must be considered.[1] The idea is that because Medicare is a secondary payer, a beneficiary should not be permitted to receive a recovery for future medical care, pocket the money, and then bill Medicare for that…

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Veterans Administration Aid and Attendance Benefits -Special Report

Introduction “America’s veterans deserve the best health care and compensation system we can provide.”  (Anthony Principi, Secretary of Veterans Affairs, News Release, February 3, 2003).  While there are several different commonly known types of VA benefits available to veterans or widow(er)s of veterans, most people are unaware of the benefits available to senior citizens who…

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Why Personal Injury Attorneys Need to Know If Your Client Is a Disabled Veteran – Special Report

By Barbara A. Isenhour and Sean R. Bleck Before you bring any lawsuit on behalf of a disabled client there is an important piece of information you need to know.  Is your client a disabled veteran and if so, is she or he receiving or eligible for Veterans Compensation benefits or Veterans Pension benefits?  One…

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2009 REVISIONS TO THE SOCIAL SECURITY ADMINISTRATION POMS RELATING TO SPECIAL NEEDS TRUSTS

In January of 2009, the Social Security Administration (SSA) made a number of changes to the POMS relating to both first party and third party special needs trusts.  These changes affect the drafting and administration of Special Needs Trusts and drafting Court Orders establishing self-settled special needs trusts.  Pooled trusts are also covered in the…

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