Blog - Settlement Planning

Article
Settlement Preservation Trusts

Support Trust. A Settlement Protection Trust is a support trust designed to provide for the health, education, maintenance, and support of the beneficiary.

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Webinar
Planning with Pooled Trusts: A Guide for Families and Beneficiaries

Learn how pooled special needs trusts protect assets & benefits. Experts Michele Fuller & Kathy Cecil share this practical guide for families & beneficiaries.

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Webinar
Windfalls & Benefits: What You Need to Know

Safeguard SSI, Medicaid upon settlement or inheritance. Learn strategies to preserve benefits and ensure financial security for individuals with disabilities.