Loud and Clear: A Special Needs Conversation

When Should You Consider a Pooled Trust?

By Janet L. Lowder, CELA, and Elena Lidrbauch, CELA Directly receiving a personal injury settlement, inheritance or other sizable sum of money can derail the finances of someone with disabilities. That’s because having more than $2,000 in resources makes them ineligible for means-tested government programs such as Medicaid and SSI (Supplemental Security Income), which may […]

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Posted: September 27th, 2016 | 2 Comments »