Using a Trust to Preserve Client Benefits After a Bodily Injury Settlement

There are times when we need to use a trust to protect a client’s government benefits from being extinguished due to a personal injury settlement or to help a plaintiff protect their settlement proceeds from outside influence or poor decision making. By implementing a settlement planning strategy, you will ensure that you not only resolve your client’s case but also ensure their long-term financial stability as well. During this webinar, you will learn about settlement planning, government benefits, trust planning and administration.

Our three speakers have extensive experience in trial practice, appellate practice, and using trusts as a vehicle to preserve client benefits following a personal injury settlement. They will cover when a trust is necessary, the different types of trusts that can be used to protect your client’s benefits, and how to establish the trust to preserve maximum benefits for your client.