5 Tips for Improving Client Satisfaction in 2017

  Whether you are a seasoned attorney or just starting out, you likely understand the importance of keeping a steady stream of satisfied clients. And sometimes it takes a team to keep all clients happy. With that in mind, here are 5 ways your settlement planner can help increase your firm’s standard of client care […]

STOP! MAKE SURE YOU ANSWER THESE 5 QUESTIONS BEFORE SETTLING YOUR CASE

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 settlement before the money is in your client’s hands. Here are five questions to answer before signing the settlement agreement: Question 1: Does Your Client Currently Receive Needs-Based Government […]

WILL A SPEND DOWN SAVE YOUR CLIENT’S BENEFITS?

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 receive a settlement, a special needs trust may help protect those benefits. However, in some cases, a spend down might be a better option. Special Needs Trust vs. Spend […]

Protect Your Client, Protect Yourself

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 lump sum settlement is appropriate for your client who has suffered an injury or traumatic event. When it comes to cases involving future medical or financial needs (such as […]

Is Your Client’s Settlement Opening You Up to Liability?

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 benefits if they elect to receive a lump sum. For the attorney, an uneducated client can be a potential red flag for a future malpractice case. ENTITLEMENT BENEFITS VS. […]