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Health Care & Hospital Law

Nov. 10, 2010

The Evolution of the Hybrid Special Needs Medicare Allocation Trust

The hybrid Special Needs Medicare Allocation Trust is now emerging as a necessary part of the injury settlement toolkit. By William L. Winslow of Farmer & Ridley.


By William L. Winslow


Paula, an injured plaintiff, is about to settle her case. For over five years before her serious accident, her employer withheld FICA (Federal Insurance Contributions Act) taxes. As such, six months after the disabling incident, she qualified for Social Security Disability Insurance. Two years later she became a Medicare beneficiary.


But Paula's disability prevents her from accomplishing basic tasks of daily living such as dre...

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