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“Mind the gap” in government benefits caused by a settlement

Cameron Lindahl, Director of Advocacy at CPT Institute, recently published an article in the Consumer Attorneys of California (CAOC) Forum Magazine. The article discussed solutions available to applicant attorneys as well as policy changes affecting claims of injured persons.The purpose of the article is to help encourage applicant attorneys who work countless hours fighting for a settlement to “mind the…

A SPEND DOWN: WHEN A SPECIAL NEEDS TRUST ISN’T THE BEST OPTION

A Spend Down: When a Special Needs Trust Isn’t the Best Option Cameron Lindahl, M.S. & Sara Toor, M.A. What is a Spend Down?​For an individual receiving Supplemental Security Income (SSI) and/or Medicaid, a “Spend Down” literally refers to spending excess money that he/she receives within a calendar month to maintain eligibility for public benefits. …

What Happens to my Supplemental Security Income (SSI) and Medicaid Benefits if I Travel?

Without providing proper notice, recipients of SSI may terminate eligibility if he/she decides to travel.  This includes taking trips within and outside of the United States.  POMS SI 00501.410 states “an individual is not eligible for SSI benefits for any month during all of which he/she is outside the United States.”  However, the SSI recipient must be…

SPECIAL NEEDS TRUSTS: PROTECTION FOR YOU AND YOUR FAMILY, FUNDING FOR YOUR FUTURE

The following article addresses the advantages of utilizing a Special Needs Trust and a structured settlement annuity.  This article also addresses the advantages of utilizing these services with CPT Institute and Chronovo. ​https://chronovo.com/special-needs-trusts-protection-for-you-and-your-family-funding-for-your-future/ 

SPECIAL NEEDS TRUSTS: PROTECTION FOR YOU AND YOUR FAMILY, FUNDING FOR YOUR FUTURE

SPECIAL NEEDS TRUSTS: PROTECTION FOR YOU AND YOUR FAMILY, FUNDING FOR YOUR FUTURE By: Ken Paradis, CEO (Chronovo) and Cameron Lindahl, Trust Officer (CPT Institute) The following article addresses the advantages of utilizing a Special Needs Trust and a structured settlement annuity.  This article also addresses the advantages of utilizing these services with CPT Institute and…

HOW THE 2018 POMS UPDATE AFFECTS TRUST BENEFICIARIES

How the 2018 POMS Update Affects Trust Beneficiaries By Cameron Lindahl, M.S. and David Lillesand, J.D The Social Security Administration (SSA) released amendments to the Program Operations Manual System (POMS) this year and changed many of the ways recipients of Supplemental Security Income (SSI), and in some cases Medicaid, can utilize their Special Needs Trusts…

WHAT HAPPENS TO MY SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICAID BENEFITS IF I TRAVEL?

What Happens to my Supplemental Security Income (SSI) and Medicaid Benefits if I Travel? By Cameron Lindahl M.S. and Sara Toor M.A. Without providing proper notice, recipients of SSI may terminate eligibility if he/she decides to travel.  This includes taking trips within and outside of the United States.  POMS SI 00501.410 states “an individual is not eligible…

STUDENT FINANCIAL AID AND ITS IMPACT ON SUPPLEMENTAL SECURITY INCOME (SSI)

Student Financial Aid and its Impact on Supplemental Security Income (SSI) By Sara Toor M.A. and Cameron Lindahl M.S.  ​Did you know that an individual who is at least 18 years old and receives Supplemental Security Income (SSI) due to a disability can attend school and continue to receive SSI benefits as a student? This…

WHAT ARE CPT INSTITUTE'S RESPONSIBILITIES AS TRUSTEE?

What are CPT Institute’s Responsibilities as Trustee? By Cameron Lindahl M.S. and Sara Toor M.A Before addressing this topic, it is important to note that books have been dedicated to this sole topic, and those publications are still not entirely comprehensive.  The purpose of this blog is to simply provide a general overview of what…