Protecting the Recovery – Preservation of Needs-Based Benefits & Other Considerations
![](https://partnerwithsynergy.com/wp-content/uploads/2021/11/diversed-group-meeting_1146468265-scaled-2-1024x683.jpg)
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 …
Complying with the Medicare Secondary Payer Act When a Client has Public Benefits
![Medicare MSP Compliance](https://partnerwithsynergy.com/wp-content/uploads/2021/10/gavel-medicine-money_1127958533.jpg)
August 11, 2022
Evelynn Passino, J.D.
For clients with public benefits, closing out their case is not as simple as issuing a check for their net recovery. If the client has Medicare or will be eligible soon, then steps must …