Reference Information


Pooled Special Needs Trust Planning – What Families Need to Know

Webinar Recording (Originally presented 11.30.2017)

How to Settle Your Case When Your Client Needs Both a Pooled Special Needs Trust and a Medicare Set-Aside

PDF of Slide Presentation  (Originally presented 9.14.2017)

Webinar Recording



Why Special Needs Planners and Elder Law Attorneys Need to Understand Medicare Set-Aside NOW

     By Joanne Marcus, MSW, Executive Director of CCT

Recently published on for Attorneys

Click here to access this article


Relevant Government Documents

CMS Transmittals

Department of HHS-Change Request

Medicare Secondary Payer Act 42 U.S.C. 1395y