Protecting the Recovery – Preservation of Needs-Based Benefits & Other Considerations
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August 10, 2023
By Jason D. Lazarus, J.D., LL.M., MSCC
Section 1: Introduction to Special Needs Trusts
Medicaid and SSI are income and asset sensitive public benefits, which require planning to preserve. In many states, one dollar of SSI benefits …
Attorney Fee Deferral – A Unique Opportunity for Contingent Fee Lawyers to Tax Plan for Tomorrow
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November 10, 2022
By Jason D. Lazarus, J.D., LL.M., CSSC, MSCC
An often-overlooked issue for plaintiff attorneys is the management of taxation of their own contingent legal fees. As part of the normal rhythm of their practices, many attorneys experience …
Settlement Compliance Strategies for Closing Cases
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October 13, 2022
By Jason D. Lazarus, J.D., LL.M., CSSC, MSCC
Ethical Issues at Settlement
Suffering even a moderate personal physical injury can create difficult challenges both financially and emotionally for even the strongest among us. However, what happens when …
Free Download: Resolution of Part C Medicare Advantage (MAO) Liens White Paper
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Free Download: Structured Settlement Whitepaper
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Advanced Strategies for Closing Cases Compliantly: A Case Study
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November 11, 2021
In the confusing landscape of public benefits and planning issues that arise today for trial lawyers when settling catastrophic injury cases, finding your way can be a daunting task. Many
questions come up such as should the …
Why Was the Ahlborn Case Such a Significant Victory for Injury Victims?
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October 20, 2020
Heidi Ahlborn was injured in a very serious car accident in January of 1996. At the time, she was a nineteen-year-old college student pursuing a degree in teaching. She suffered a catastrophic brain injury that left her …
What are Your ERISA Plan’s Recovery Rights?
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October 7, 2020
Most, if not all, ERISA health insurance plans state that injuries caused by a liable third party are not a covered expense and require reimbursement when a plan pays for injury-related medical expenses (often referred to as …