When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and strategies available to support these individuals.

We will explore the key differences between Pooled First-Party Special Needs Trusts and Settlement Preservation Trusts, including how they compare to standalone trust options. Attendees will gain a deeper understanding of Medicaid (traditional and expansion), Supplemental Security Income (SSI), and Social Security Disability Insurance (SSDI)—as well as how these programs intersect with settlement funds.

The program will also cover Medicare Set-Asides (MSAs) and structured settlements, including best practices for coordinating these financial vehicles with trusts to protect long-term benefits. Additionally, we will walk through the legal steps involved in securing court approval, drafting settlement agreements, and managing contractual documents related to MSAs and structured settlements.

Whether you’re new to settlement planning or looking to sharpen your knowledge, this course will equip you with the practical guidance needed to effectively advocate for clients with unique and sensitive needs.