Future Financial Planning for People with Disabilities - Part 3

The National Leadership Consortium on Developmental Disabilities (NLCDD) at the University of Delaware has published a new ...

Future Financial Planning for People with Disabilities – Part 2

A prior Independent Life article (Part 1) summarizes key elements of a new National Study (Study) titled “Future Financial ...

Future Financial Planning for People with Disabilities – Part 1

One of the highlights of the recent Stetson 2021 National Conference on Special Needs Planning and Special Needs Trusts was a ...

ABLE Accounts

IRS Publishes Final ABLE Regulations (Part 2)

Since The ABLE Act created IRC 529A in 2014, 49 states have passed legislation to implement ABLE and ABLE accounts have become ...

ABLE Accounts

IRS Publishes Final ABLE Regulations

The Internal Revenue Service (IRS) has published final regulations that provide guidance regarding programs under the Stephen ...

ABLE Accounts

Comparing the Advantages: ABLE Accounts vs. Special Needs Trusts

The COVID-19 pandemic and near zero long term Treasury rates have required both structured settlement professionals and ...

Knowledge Network

Defining Income: IRC vs. SSA

Every structured settlement and settlement planning professional is presumably well-familiar with the Internal Revenue Code ...

Knowledge Network

ABLE Accounts + Structured Settlements, Now a Possibility?

Since The ABLE Act created IRC 529A in 2014, ABLE accounts have become popular financial and settlement planning tools for ...

Attorney Resources

Revisiting the Grillo Case

The Christina Grillo medical malpractice case reached a $2,500,000 settlement in Texas in 1990 – thirty years ago. Why is the ...

Public Benefits

Celebrating 30 Years of the ADA

July 26 marks the 30th anniversary of the enactment of the Americans with Disabilities Act of 1990 (ADA).

Plaintiff Resources

How Can Public Benefits Supplement Your Structured Settlement?

One of the first steps every personal injury plaintiff should take following an accident, with the assistance of your attorney or ...

Knowledge Network

An Analysis of the Updated ABLE POMS Guidance

The Social Security Administration (SSA) has published updated Program Operation Manual System (POMS) guidance for Achieving a ...

Public Benefits

ABLE Accounts: The Direct Funding Debate

Without more specific legal authority, many plaintiff attorneys, special needs attorneys and settlement planning professionals ...

Legs & Regs

What are ABLE Accounts?

What is the ABLE Act?

Known as the “Achieving a Better Life Experience Act of 2014,” the

Public Benefits

Are ABLE Accounts a Growth Opportunity for Structured Settlements?

The ABLE Act together with the state ABLE programs now offer settlement and judgment payees an important new solution