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Special Needs Trust / Guardianship

March 2015 – Case: client received million dollar personal injury settlement in California motor vehicle accident. Settlement proceeds withheld because client had moved to Rhode Island and qualified for Rhode Island Medicaid benefits.

Results: Obtained guardianship for client’s brother. Through the guardianship, client’s brother was able to establish a first party special needs trust to serve as receptacle for personal injury proceeds. After Rhode Island Medicaid lien was paid off, trust received remainder of proceeds which are now protected against the client’s medical care.

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