What is a Certified Financial Transitionist®

What is a Certified Financial Transitionist®- and How Can Your Clients Benefit from Using One? When an individual suddenly receives a large sum of money, it can be overwhelming. Even if the influx of money is the result of positive circumstances, many find it difficult to determine the best course of action for managing the […]

Providing for a Disabled Claimant’s Future

Providing for a Disabled Claimant’s Future The cost of a client losing government benefits can be very high, often in the hundreds of thousands or even millions of dollars. From a risk management standpoint, it is wise to ensure that all possible options for settlement distribution as well as the implications of a plaintiff accepting […]

Using Rated Ages to Maximize Structured Settlement Annuity Payouts

Structured settlement annuities are among the safest, most reliable financial options for claimants involved in personal injury cases. By placing settlement proceeds into a structured settlement annuity, the claimant can take advantage of 100% income-tax free payments and a steady stream of income. But did you know that for some claimants, there may be a […]

The Top 5 Reasons to Use a QSF

  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 of cases involving multiple claimants. There are a number of reasons why both plaintiffs and defendants favor using QSFs to handle multi-claimant settlements, including the time and tax benefits […]

Plaintiff Attorneys: Are You Missing Out on Deferred Fees?

  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 fees. Contingency fee attorneys have the unique opportunity to use attorney fee deferrals as a building block for a successful estate planning strategy. In order to reap the benefits […]

Pick the Perfect Trust for Your Client

  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 distributed. For those on needs-based government benefits such as Medicaid (MediCal in California), Supplemental Security Income (SSI), food stamps, etc., the additional income could cause a loss of benefits […]

Are You Using This Case Resolution Tool?

  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 order for that to occur, neither the plaintiff law firm nor the claimant can have constructive receipt of the settlement funds. But what happens when there are multiple claimants […]

Download our FREE government benefits planning brochure!

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.