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Elder Law Attorney Tucson AZ
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Daily Archives: February 11, 2018

Pooled Special Needs Trust Payable to Estate on Beneficiary’s Death

NewsletterBy Robert FlemingFebruary 11, 2018

Theresa Givens settled a personal injury lawsuit in 2011. She would receive a little over $250,000 in settlement proceeds. In order to keep her Medicaid benefits, she put her lawsuit settlement into a pooled special needs trust. Before she could even get any serious benefit from the trust account, she died in November, 2011. Pooled…

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