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Special Needs Trust Attorneys

Carol J. Wessels and Jessica Liebau

You settled your client's case favorably. Now what? 

Maximizing the benefit of your work when it comes to clients on public benefits.

Carol Wessels and Jessica Liebau are special needs trust attorneys who work with personal injury, probate, family law and other attorneys to provide recomm​endations on how a settlement, judgment or inheritance can be handled in the most effective way when the client receiving the funds is on public benefits. We feel it is critical to begin working together well before funds are received and often before a settlement is finalized.  Call the office to discuss how we can help with your case. The Button below has an Explanation of Fees and Costs specifically related to Personal Injury matters.

Do I need an MSA for my liability case? 

Understanding Medicare Set-aside arrangements

​A fairly recent development in personal injury and liability cases is the Medicare Third Party Payer enforcement. The concept itself is not new, but the enforcement has grown in the last few years. The principal is that where a client's medical care is necessary due to circumstances where a liability policy is involved, and that person is or will be on Medicare, a liability settlement must contain sufficient funds to cover Medicare's future costs as a result of the injury.This is called a Medicare Set-Aside (MSA).

We can advise  you whether an MSA is necessary in your client's case and can help you understand the options to handle those arrangements.