Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

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SKU: EPP081 Back to Course Listings
Live Webinar LIVE
WEBINAR
December 2
Tuesday, December 2, 2025
1:00PM - 2:00PM Eastern Time (EST)

About This Course

Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits.

This CLE course offers a practical guide to the legal strategies and financial tools available to support these clients. Topics include:

  • Choosing between Pooled Special Needs Trusts, Settlement Preservation Trusts, and standalone options
  • Coordinating settlements with public benefit programs like Medicaid (traditional and expansion), SSI, and SSDI
  • Understanding the role of Medicare Set-Asides (MSAs) and structured settlements
  • Navigating the legal process for court approvals and settlement-related documentation

Whether you’re handling personal injury, medical malpractice, or other civil cases involving vulnerable individuals, this course will help you structure settlements that safeguard benefits and promote long-term stability.

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