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The Latest from Susan Katzen

IRS Issues Final Regulations for ABLE Accounts

Posted by Susan A. Katzen | Nov 25, 2020 | 0 Comments

The Internal Revenue Service (IRS) has released final regulations covering tax-free savings accounts that allow people with disabilities and their families to save and pay for disability-related expenses without jeopardizing eligibility for Medicaid, Supplemental Security Income (SSI) and other ...

Kennedy Scion Pleads Guilty to Embezzling Structured Settlement Funds, While Industry Expert Says Feds Were “Irresponsible”

Posted by Susan A. Katzen | Jul 06, 2020 | 0 Comments

A scion of the Kennedy family has pleaded guilty to embezzling nearly $8 million that was intended to purchase structured settlement annuities for children who were plaintiffs in medical malpractice cases. According to one structured settlement industry insider, the case offers another glaring ex...

What Is a Special Needs Trust?

Posted by Susan A. Katzen | Jun 23, 2020 | 0 Comments

If a person with special needs has assets — perhaps from a lawsuit award or settlement or from a gift or inheritance – those assets can disqualify the person from receiving essential public benefits like Medicaid and Supplemental Security Income (SSI).  A special needs trust can allow the person ...

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714-374-2244
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