Settlement Planning


Now you want to be sure the award does not jeopardize public benefits - the ones relied on for medical care.

It's time to bring in a special needs attorney. You want to fully understand the impact of and the degree of control you will have over the litigation proceeds. 

We can help you:

  • Evaluate the available benefits
  • Help maintain or obtain benefit eligibility
  • Protect your from predators
  • Design a plan that promotes client independence and increase quality of life

Well-known throughout Connecticut for our legal team in special needs and for our in-house trust department, we help you focus on your lifetime needs and the pubic benefits available..

And because we have taken great care to learn about the needs and desires of our trust beneficiaries, we are often chosen as their trustee. The best way to serve as trustee after all, is to know the beneficiary. And to communicate with them often.

In addition to creating special needs trusts and trust administration, here are other ways we can assist you:

  • Public benefits 
    To build economic security, you or your loved one may be able to receive public benefits such as Medicaid, Social Security Income (SSI), Social Security Disability Income (SSDI), to name just a few. Connecticut has a vast array of programs - some with asset limits and others without.

  • Settlement planning  
    Government benefits can be essential to the long term security of a personal injury victim. And because many programs are based on need, without proper planning, the benefits could be discontinued when there is a settlement.|

  • Medicare Set Asides (MSA) 
    An MSA provides funds to an injured party to pay for future medical expenses that would normally be covered by Medicare. We have Certified MSA consultants to help with this arrangement.

  • Estate planning
    Estate planning for an individual with a disability or a special need is complicated. It requires customized tools to preserve money from savings, a law suit or inheritance, so that there are enough resources to contribute to a secure lifestyle.
Call us today (860) 236-7673.

For a real  life story about how we helped a client stretch settlement dollars, click here.

Client Reviews
“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA
“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT
“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT
Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT
The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT
Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT
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