November 21, 2016
Depending on the type of settlement your client receives, there may be an opportunity to maximize the settlement funds while minimizing the tax burden. In some […]
October 24, 2016
It’s tempting to wrap up your client’s settlement as quickly as possible. If you move too quickly, though, there are several issues that can derail the […]
September 12, 2016
Medi-Cal) and/or Supplemental Security Income (SSI), assets are typically limited to $2,000 for individuals or $3,000 for a married couple. For those on public benefits who […]
August 1, 2016
A settlement involving a minor or disabled adult can be particularly stressful for a family who wants a quick resolution once an agreement is reached. With […]
March 28, 2016
Structured settlements provide claimants involved in certain types of cases with a valuable tool for financial stability. Unfortunately, there are a number of myths that […]
February 22, 2016
If your client is a minor receiving a settlement, you know that the financial decisions made now can have a long-term impact on your client’s […]
January 18, 2016
A Qualified Settlement Fund (sometimes referred to as a 468B Trust or a “QSF”) is a tool for resolving mass tort settlements and other types […]
October 21, 2015
Last year, Pacific Life unveiled a new product, the Index-Linked Annuity Payment Adjustment Rider (ILAPA). The ILAPA product is an optional rider for claimants who choose […]
October 9, 2015
Most plaintiff attorneys are familiar with the advantages of structured settlements for their injured plaintiffs. What many attorneys don’t consider are the benefits of deferring […]
August 31, 2015
An individual who receives money from a personal injury settlement has a number of important considerations when it comes to how the funds will be […]
July 20, 2015
Once a settlement is reached, it is important that the claimant has the time to make well-informed decisions about how to handle the recovery. In […]
June 1, 2015
Most plaintiff attorneys know that structured settlements are tools that ensure a steady, long-term flow of income for their injured clients. But what happens when the […]
April 27, 2015
Claimants on needs-based government benefits could jeopardize their benefits eligibility by accepting a lump sum. This brochure provides a general overview of entitlement and needs-based benefits, along with some basic ways to protect eligibility. Armed with this information, your clients will be better prepared to make informed decisions about their settlements.
February 3, 2015
(Guest post by Susan Katzen, Esq. – Law Office of Susan Katzen) An estimated 50 million students attend public elementary and secondary schools in America, and […]
December 17, 2014
(Guest Post by Casey Johnson, Esq. – Partner, Aitken – Aitken – Cohn) “I thought I had done everything right to protect the plaintiff’s right to […]
December 11, 2014
Post by Traci Kaas, Certified Financial Transitionist® I’ve been studying people in transition as part of my training with the Sudden Money® Institute, which is the nation’s […]
December 11, 2014
If you’re familiar with Grillo v. Pettiete et al., 96-45090-92, 96th District Court, Tarrant County, Texas, you know how important it is to explore whether a […]
December 11, 2014
Plaintiffs who receive a personal injury settlement face a number of important considerations, not the least of which is whether or not they’ll risk losing government […]
November 9, 2014
Originally Published in the OCTLA Gavel In all likelihood, you, as your client’s attorney, will be the most trusted person a plaintiff will know over the […]
March 28, 2016
Structured settlements provide claimants involved in certain types of cases with a valuable tool for financial stability. Unfortunately, there are a number of myths that […]
January 18, 2016
A Qualified Settlement Fund (sometimes referred to as a 468B Trust or a “QSF”) is a tool for resolving mass tort settlements and other types […]
February 3, 2015
(Guest post by Susan Katzen, Esq. – Law Office of Susan Katzen) An estimated 50 million students attend public elementary and secondary schools in America, and […]
December 11, 2014
Post by Traci Kaas, Certified Financial Transitionist® I’ve been studying people in transition as part of my training with the Sudden Money® Institute, which is the nation’s […]
December 11, 2014
If you’re familiar with Grillo v. Pettiete et al., 96-45090-92, 96th District Court, Tarrant County, Texas, you know how important it is to explore whether a […]
December 11, 2014
Plaintiffs who receive a personal injury settlement face a number of important considerations, not the least of which is whether or not they’ll risk losing government […]
November 9, 2014
Originally Published in the OCTLA Gavel In all likelihood, you, as your client’s attorney, will be the most trusted person a plaintiff will know over the […]