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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

Expedited Compromise Petitions: An Underused Tool to Save Time and Money

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

Don’t Fall for These 6 Structured Settlement Myths

  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

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 […]
October 21, 2015

Are You and Your Clients Using This New Settlement Tool?

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

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 […]
August 31, 2015

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 […]
July 20, 2015

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 […]
June 1, 2015

The Cost of Cashing Out Structured Settlements

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

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.
February 3, 2015

School Injuries

(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

Learning the Hard Way

(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

Signs of Transition Fatigue

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

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 […]
December 11, 2014

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 […]
November 9, 2014

Do You Have a Settlement Brain Trust?

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 […]