What We Can Do For You
What is the SAM-T and how does it Work?
The SAM-T is an irrevocable spendthrift trust that will pay for all of the necessary life needs of an injury victim. However, it can’t be sold like a structured settlement annuity can in a factoring transaction. While it can provide the necessary income for an injury victim, it can also adapt to changing needs because of its inherent liquidity and flexibility. Income, growth and flexibility are accomplished through a variety of proprietary money management strategies designed specifically for your individual needs.
Settlement Asset Management provides a combination of trustee services and asset management services so an injury victim and his or her family does not have to manage unwanted financial affairs. At the same time, the injury victim’s needs as well as wants can be addressed so that the focus is on recovery. Given the fact that 90% of injury victims dissipate their entire settlement within 5 years of recovery, prudent planning and spending is of paramount importance.
Can the SAM-T be used with a Structured Settlement?
Yes, the SAM-T can be used in conjunction with a traditional structured settlement. A structured settlement is an effective tool to provide guaranteed tax-free lifetime income for an injury victim. By pairing this product with the SAM-T an injury victim can take advantage of the structures tax benefits while still enjoying the liquidity as well as flexibility offered by the SAM-T
Can SAM-T help you with a Special Needs Trust?
In a word: Yes! If you, or an injured family member, are currently depending on Medicaid or Supplemental Security Income (SSI) to provide needed expenditures or care, a Special Needs Trust is necessary to preserve those needed government benefits.
The Settlement Asset Management team offers you professional expertise and advice regarding preservation of public benefits. We are dedicated to working closely with you to provide for your special needs. We can assist with recommendations for the right trustee for your special needs trust in consultation with your elder law attorney. Our goal is to help build a brighter financial future for you and your family through the use of a properly drafted Special Needs Trust that can:
- Provide for your supplemental needs throughout your life to meet the financial challenges ahead
- Preserve your Medicaid and Supplemental Security Income (SSI) benefits
- Enhance your quality of life through professional planning customized to your needs
- Pay for real estate, education, therapy, vacations, social services and more
- Provide you with tax-reporting and bill paying services
To learn more about how the SAM Trust can work for you, contact us at (877) 242-0022 or email us at saminfo@synergysettlements.com
