Products tagged with 'first party'

Learn about the differences between first-party and third-party special needs trusts and get practical drafting tips in light of updates (2019) to the Program Operations Manual System (POMS) for special needs trusts and ABLE accounts.

Understand when, why and how the State of Illinois reviews trusts, including both 3rd party and 1st party (OBRA/d4A) trusts, when determining Medicaid eligibility.