Personal injury attorneys with clients who are disabled and are recipients/potential recipients of government benefits have special considerations to factor into their analysis of the most appropriate manner to pay out net settlement proceeds. Recipients or potential recipients of Medicaid or Supplemental Security Income benefits may become ineligible for these critical benefits if they receive the settlement proceeds outright. A First-Party Pay-Back Supplemental Needs Trust (“SNT”) or a Pooled SNT can be effective planning tools to preserve an individual’s eligibility for these government benefits, now and in the future, while ensuring that the individual has access to the funds in the SNT during his/her lifetime. Utilizing SNTs to protect government benefits and preserve assets requires an understanding of various federal and New York state laws.
Lissett Ferreira, Esq. covers the essentials of understanding SNTs, and how to effectively utilize them to maintain an individual’s eligibility for government benefits.
Lissett serves as the chair of the firm’s Elder Law and Family Law & Divorce practice groups, with a particular emphasis on guardianship, Medicaid, divorce, and prenuptial/marital agreements.
Prior to entering private practice, Ms. Ferreira served for nearly a decade as a senior court attorney for a New York State Supreme Court judge, first in a matrimonial part, and thereafter in an Article 81 guardianship part. In that capacity, she was involved in hundreds of matrimonial and guardianship matters, developing unparalleled insight and breadth of knowledge in these highly specialized areas of the law.
Lissett serves as the chair of the firm’s Elder Law & Special Needs and Family & Divorce Law practice groups, with a focus on guardianships, Medicaid, divorce, and prenuptial/marital agreements.
Prior to entering private practice, Lissett served for nearly a decade as a senior court attorney for a New York State Supreme Court judge, first in a matrimonial part, and thereafter in an Article 81 guardianship part. In that capacity, she was involved in hundreds of matrimonial and guardianship matters, developing unparalleled insight and breadth of knowledge in these highly specialized areas of the law.
In private practice, Lissett continues to focus on guardianship-related matters and litigation, including representing petitioners filing Article 81 guardianship proceedings, and assisting clients with Medicaid and Medicaid planning. Lissett is certified under Part 36 of the Rules of the Chief Judge to serve as court evaluator, counsel to guardian, guardian ad litem, and counsel to an Alleged Incapacitated Person. She also serves as a trustee of several special needs trusts.
Lissett also assists clients with developing and implementing proper estate and special needs planning, helping clients with wills, powers of attorney, health care proxies, living wills, guardianship designations and all manners of trusts.
Having had an inside view of hundreds of highly contested divorce cases in court, Lissett is committed to helping her family and matrimonial law clients fairly resolve their differences in the first instance without having to go to court. Lissett’s matrimonial and family law practice focuses on advising and assisting individuals negotiating marital agreements, including pre-nuptial, post-nuptial, separation and divorce settlement agreements. For those cases where court is unavoidable, Lissett brings her unique perspective and experience as a former court attorney in a matrimonial part. Whether in or out of court, Lissett is a fierce advocate for the rights of her family and matrimonial law clients.
Lissett lectures widely on matrimonial, elder law and special needs issues for bar associations, Continuing Legal Education providers and the community at large. She also serves in leadership positions in various bar associations. For example, Lissett has lectured on guardianships for the New York Women’s Bar Association, where she serves on the Board and as co-chair of the Elder Law & Disabilities Committee; the New York State Bar Association; and the New York City Bar Association, where she also chairs a Lawyers’ Networking Group.
Thank you for packing in so much information in a clear, concise manner for professionals.
Good slides. Very organized.
The presenter was very well organized and expressed herself very clearly.
Very specific information. Very useful practice guide. Thorough discussion of applicable law.
she was really good
Exceptionally clear presentation on the individual programs and their inter-relationships as applied to the use of SNTs. Great program and speaker!
Very informative and easy to understand.
Very informative - notably since these are issues that I'm personally dealing with presently.
I thought the teacher was very clear and easy to understand. Thanks.
Very good speaker. Clear and concise information.
I now know I do not want to handle an SNT and will hire an expert if needed.
Excellent, packed with content.
I learned a whole lot. was very informative.