In Great-West Life & Annuity Ins. Co. v. Knudson, 534 U.S. 204 (2002), an ERISA plan bought an action to…
In Sereboff v. Mid-Atlantic Medical Services, Inc., 547 U.S. 356 (2006), an ERISA Plan sued the plan beneficiaries when funds…
This case presents the question whether a trust created with reference to the Federal Medicaid statutes -- the Valerie R.…
Sonya Lotzer and Bobbi Lerud were in separate collisions. After settling their negligence claims, they funded special needs trusts without…
A tort plaintiff sought to fund his special needs trust without first repaying the Medicaid lien. Citing Norwest, the Court…
A 51 year old nursing home resident assigned her Social Security Disability check to a special needs trust. She then…
n 2003, Frankie Walker created an irrevocable trust. After her death, her husband, Van Anda, sought to set aside the…
The Special Needs Alliance (SNA) is a national organization comprised of attorneys committed to the practice of disability and public…