We can assist with preparation of wills and trusts of all types to meet your client’s planning needs, and our Certified Geriatric Care Manager can provide assistance in finding care resources for your older or incapacitated clients.
For many years, we have enjoyed the opportunities to work with other attorneys, financial planners, accountants and other professionals to help serve their clients with special planning needs.
Consultation
If you are a lawyer, an accountant or financial planning professional, we can help you meet the needs of your clients who have estate planning needs, disabilities, or parents or other family members with Alzheimer’s disease or similar special planning needs.
If you are a litigator, particularly a trial lawyer focused on personal injury, we can provide valuable assistance with all issues related to special needs settlement planning. As you probably know, settlement planning encompasses a range of legal services that often prove vital in the successful long-term resolution of personal injury cases. We can help you preserve your clients’ eligibility for public assistance during settlement, as well as evaluate and address the many interrelated issues that often accompany complicated personal injury cases. These can include:
- Special needs trusts
- Medicare and Medicaid lien resolution
- Medicare Set Aside (MSA) arrangements
- Court approval of proposed settlements
- Creation of Qualified Settlement Funds
- Structured settlement planning
It is worth noting that trial lawyers have been held liable for failing to recognize and advise their clients on the effect a settlement may have on their eligibility for other benefits. This, together with the fact that we are one of the few firms in Mississippi with extensive settlement planning experience, helps explain why so many litigators focused on personal injury and related practice areas contact us for advice and counsel. We welcome the opportunity to work with you to protect the best interests of your special needs or personal injury clients.
