How Does a Plaintiff "Spend Down" and What Does It Mean for Settlement Planning?

Описание: In this 20-minute webinar, Milestone attorney Sam Dolce guides attorneys through settlement planning options for when a plaintiff is receiving less than $100k gross from a personal injury settlement. We look at government benefits such as Medicaid and Supplemental Security Income (SSI) and how a settlement may impact a person’s eligibility for these programs. Milestone provides several financial planning options for attorneys’ clients in order to preserve these benefits and make the most of the settlement money.

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About Milestone
Milestone is a settlement planning and management company—one of the most professional, experienced, and reliable consultancies
in the country. Our empathetic team maps personalized paths, no matter what lies ahead in a litigant’s journey. Our approach is
comprehensive, but our focus is simple: securing your future.

An emerging standard of care for trial lawyers is recognizing that settlement is not an end, but a beginning. Injured plaintiffs and
their families deserve strategies that ensure a lifetime of financial security. We partner with attorneys who are committed to
setting their clients up for success beyond settlement, and we provide a diverse range of path-building solutions.


Milestone brings together some of the brightest minds in the legal and financial fields to provide a strong, well-rounded foundation
for success. We evaluate and handle every situation on an individual basis, then align you with a customized solution to meet your
or your client’s needs. For more information about our company or to speak with a member of our team, visit milestoneseventh.com, call (716) 883-1833, or email [email protected].