government benefits planning

One of the most important aspects of the Forge planning process is the thorough assessment of a client’s current and future eligibility for government benefits and entitlement programs.

Forge begins each settlement plan with an issue-spotting process and, when potential compliance or eligibility concerns are found, the Forge team educates the client about their obligations to the government benefit agency and how certain settlement vehicles, such as a Special Needs Trust, can be used to help preserve his or her eligibility for the benefit. Once the appropriate settlement vehicles are selected, Forge focuses on the funding methods, providers and products responsible for the funding and administration of the final settlement plan.

After a settlement plan analysis is completed, Forge’s national network of vetted special needs and government benefit attorneys provide the client with local expertise, ensuring that the settlement plan complies with state and federal law.

Some situations may require a trust. If a trust is needed, it is important to first formulate a legal strategy, then determine who can manage the specific type of trust that is being established. If a trust is not necessary, a balanced cash management plan should be developed to help prepare the client for current and future needs and cash requirements.

The experts at Forge are ready to assist you with your government benefits planning needs. Call them today at 866-68-FORGE (866-683-6743).

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