SPECIAL NEEDS TRUSTS

As a result of an injury, you and your family could be left facing a variety of special needs. That is where a Special Needs Trust (SNT) comes into play.

An SNT is a trust that is designed for beneficiaries who are physically or mentally disabled. This trust allows beneficiaries to enjoy the use of the property held in trust for their benefit, while preserving their eligibility for means-tested government assistance programs like SSI and Medicaid.

SPI partners with First Capital Surety & Trust Company, one of the country’s most experienced Special Needs Trust companies, on every SNT. Settlement proceeds placed in an SNT are managed by First Capital Surety & Trust Company, who is responsible for the careful investment of the funds. Acting as trustee, they also accept responsibility for the distribution of funds according to the trust document’s guidelines.

For an overview of what a Special Needs Trust can pay for, please click on the document below:

SPECIAL NEEDS TRUST GUIDELINES

SETTLEMENT PRESERVATION TRUSTS

Sadly, many personal injury settlements are completely spent within five years. Unexpected expenses, overspending, and ‘too-good-to-be-true’ investments are all scenarios that can exhaust funds well before your needs are fully met.

A Settlement Preservation Trust (SPT), with a professional acting as trustee, or as co-trustee along with a family member, can ensure that your settlement proceeds are carefully managed to last as long as your needs.

SPI partners with First Capital Surety & Trust Company, one of the country’s most experienced Settlement Preservation Trust companies, on every SPT. A First Capital Surety & Trust Company SPT offers a range of distribution methods, and competitive features, benefits and advantages that are customized to you and your specific needs.

Interested in a Special Needs Trust or a Settlement Preservation Trust? Give us a call at 503-699-8929 or 1-800-666-5584 to get started.

PERSONAL SUPPORT AND STRAIGHT TALK

Being injured and then going through the experience of obtaining a settlement or verdict can be confusing and overwhelming. Having a professional settlement planner from SPI at your side can help.

We have years of experience in personal injury claim settlements and the legal process, helping injury victims just like you. Our expertise and straight talk can make it easier for you to feel confident about your case and your settlement.

Call us at 1-800-666-5584 to discuss your unique facts and circumstances, and where your case is at in the settlement process.

LIFE CARE PLAN FUNDING ANALYSIS

A Life Care Plan (LCP) considers all of your injury-related needs for the rest of your life, and SPI settlement planners are experts at providing a written funding analysis for all or a portion of your LCP, like attendant care. Our funding analysis will provide you and your attorney with the lump sum cost in today’s dollars, for all of your medical needs that the LCP has identified. This has value when you need to determine whether the defendant’s offer to settle your case is enough to cover your future needs.

To receive a funding analysis of your LCP, email us at info@settlepro.com.

INJURY & REHAB CONCIERGE SERVICES

Navigating the legal system, government benefit providers and healthcare practitioners can seem like an overwhelming task. Don’t go it alone. SPI’s concierge service is designed to help personal injury victims make sense of their situation and make progress toward their recovery. We’ll help identify providers, make appointments and check in with you to keep you and your care on track.

Call us at 1-800-666-5584 for these services.

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