How We Work With Real Estate Professionals

A serious injury frequently changes where and how a person can live. They may need a single-story home, wheelchair accessibility, proximity to medical care, or extensive modifications to an existing house. Real estate professionals who understand these needs are valuable members of the team.

When the settlement trust is involved in funding a home purchase or major modification, the transaction has to be handled carefully, both to do it correctly and to avoid unintended effects on the beneficiary's benefits. We coordinate with the real estate professional and manage the trust side of the transaction.

How a trust holds or pays for housing can affect needs-based benefits, so these transactions should be structured thoughtfully. A primary residence is often an exempt asset for Medicaid purposes within limits, but the details matter. We work to ensure housing decisions support the beneficiary without accidentally undermining their eligibility.