Your client has indicated that they want to structure a portion of their settlement, preferring the long-term financial stability that comes with a structured annuity. The paperwork is prepared and ready to sign. But is it complete? If you haven’t secured the right for your client to structure or included the proper IRS language prior to finalizing the settlement, then they could suffer the consequences of an incomplete settlement.
In this article for the OCTLA Gavel, “Did You Just Jeopardize Your Client’s Settlement?” Traci Kaas discusses your options. Read the full article here.
