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

  • Note: See separate questionnaire, does my client need a special needs trust?
  • Note: These trusts are particularly useful if the client is a minor or incapacitated person who is not receiving or likely to receive means-tested public benefits such as SSI and Medicaid or if my client needs assistance with money management.
  • Note: See separate questionnaire, is a Medicare Set-Aside Arrangement (MSA) required?
  • Have all liens been satisfied or reduced; including: