WHAT IS SETTLEMENT MANAGEMENT TRUST and WHEN SHOULD I UTILIZE?

A Settlement Management Trust is a trust designed to provide for the health, education, maintenance, and support of the beneficiary. A SMT includes support for buying a home, a vehicle, and arranging for a case manager as appropriate.

Designed for plaintiffs who are not receiving means-tested public benefits, which include SSI, Medicaid, many Medicaid Waiver Programs, SNAP (Food Stamps), and federally assisted housing.

ADVANTAGES

• Asset Protection 

• Money Management/Budgeting

• Structured Settlement 

• Tax Preparation 

• Care Management 

• Navigating the System

  
  

WHEN TO USE A SETTLEMENT PROTECTION TRUST

·      Minor or Incapacitated Person – Plaintiff Not Receiving Means-Tested Public Benefits

·       Competent Adult Not Receiving Means-Tested Public Benefits 

·       Non-qualified settlement recipient 

To discuss settlement management trusts, contact Marci marci@settlewithcss.com or (407) 620-7471 to schedule a free consultation.