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.