Inland Empire Estate Planning Attorneys

Sandoval Legacy Group, a division of Holstrom, Block & Parke, a Professional Law Corporation

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Home » Estate Planning » Personal Injury Settlement Consulting

Personal Injury Settlement Consulting

Sandoval Legacy Group, a division of Holstrom, Block & Parke, has the proven ability to maximize personal injury settlements or awards, regardless of whether a settlement is imminent, or has already occurred.

Our law firm has extensive experience in trusts, estate planning, elder law, special needs planning, business succession, tax planning/controversy, probate, life care planning, asset protection, and conservatorships, making us the perfect partner for personal injury attorneys.

A successful settlement is crucial when your client is ready to begin a new life. We are a trusted partner for managing your client’s settlement property and protecting you throughout the process with over 30 years of legal experience.

Personal Injury Settlement Consulting Questionnaires

Does my client need a Special Needs Trust?

In settling the case, have I taken all of the necessary steps to protect my client and my practice?

Is a Medicare Set-Aside Arrangement (MSA) required

A Trusted Partner

Sandoval Legacy Group, a division of Holstrom, Block & Parke, a Professional Law Corporation, is well known for its work with personal injury attorneys on behalf of clients who have suffered injuries. Cases of this nature are complex and require a certain level of expertise from the initial meeting and after the final settlement. A settlement is not necessarily finalized at your final meeting. For the injured party’s settlement to be protected, there are many details to be addressed. Our services go well beyond drafting documents. No matter what you require, whether it is a Medicare Set-Aside Arrangement, tax planning, lien resolution, special needs trust, or settlement preservation trust, we simplify everything for you. By working with us, we can ensure the injured party receives the settlement they deserve and more.

Public Benefits

Protection of public benefits is one of the most important considerations for settlement in a personal injury case. An injured or disabled person can maintain public benefits after a settlement if they establish a special needs trust. As a result of receiving assets, injured parties’ entitlements to public resources, such as Supplemental Security Income (SSI) or Medicaid, may be reduced or lost. Disabled or injured beneficiaries can protect their Medicare eligibility with a Medicare Set-Aside Arrangement. The experienced team at Sandoval Legacy Group understands the stringent rules and regulations imposed by government agencies on special needs trusts and can help you navigate the system to get the best results for your clients. Our goal is to aid personal injury attorneys in enhancing settlements for their disabled clients while maintaining their eligibility for public benefits.

Self-Settled Special Needs Trusts

The Sandoval Legacy Group Value Package

We aim to help you maintain public benefits for the disabled person while enjoying the benefit of any personal injury award, inheritance, or matrimonial settlement.

Here’s what you will receive when you retain Sandoval Legacy Group:

  • Regarding Settlement
    • We’ll advise you as to whether a special needs trust is required.
    • We’ll advise you as to whether a Settlement Preservation Trust is appropriate.
    • Whether public benefits are available
    • We’ll assist in obtaining medical insurance.
    • What items should be paid for directly from settlement and what should be paid from the trust.
    • Help in selecting an appropriate trustee.
    • Conduct a counseling session with the disabled person, family, and trustee to explain how trust operates.
    • We’ll advise whether a Medicare Set-Aside Arrangement (MSA) is required.
  • Trust Drafting and Filing
    • Guidance drafting the “Pleadings” in order to create a special needs trust.
    • We’ll draft the “Brief” regarding the Court’s authority to create a special needs trust.
    • Assist in the Preparation of “Order” authorizing the establishment of a special needs trust.
    • We’ll file with all Government Agencies.
  • Counseling Session
    • Memo to trustee of special needs trust outlining the trustee’s duties
    • Assist with preparation of the budget and fixing responsibility for payment
    • Conference with the disabled person, family members, trustee, the beneficiary, and the beneficiary’s family explaining the mechanics of the trust and the operation.

Contact Us For Your Next Case

As Southern California’s premier estate planning law firm, our team is committed to aiding personal injury attorneys and enhancing settlements for their disabled clients. Consider our services and how they could facilitate and safeguard the settlement process as you prepare to take on a new case. Consider including Sandoval Legacy Group right from the start, or contact us for help finalizing the terms of your client’s settlement. For more information about our personal injury consulting services, please give us a call.  To learn more about pet planning,  contact us online or call our office at  951-888-1460.