Trusts & Estates

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Trusts & Estates

Medicare Set-Asides: Encountering and Handling Them

MSAs always need to be looked at when a client asks you to establish a special needs trust that is to hold the proceeds of a lawsuit. This article provides you with the information to help counsel your client about MSAs in that situation. Whether or not you want to walk your client through the process of determining the MSA amount, as the special needsplanning attorney, you’ve got to raise the issue.


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