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STRUCTURED SETTLEMENTS (FOR INJURY AND NON-INJURY CASES)

GOVERNMENT BENEFIT PRESERVATION

TRUST AND TRUSTEE PRESERVATION

FINANCIAL PLANNING & EDUCATION

Settlement Planning

Individuals who receive legal settlements often have time-sensitive issues that need to be handled efficiently. Whether the settlement proceeds are from a personal injury, wrongful death, workers’ compensation, or non-personal injury case, relevant issues must be properly addressed to prevent unnecessary delays. In fact, many decisions—such as whether to use a structured settlement annuity—must be made prior to finalizing the settlement. A structured settlement, effectively used, can bring about settlements that result in the satisfaction of all parties involved. Planning ahead adds an additional dimension to the process and allows participants to see issues and resolve them.

With more than a decade in the settlement planning industry and designations as a Certified Structured Settlement Consultant (CSSC) through Notre Dame University’s Mendoza College of Business and a Certified Medicare Secondary Payer Professional (CMSP), Traci Kaas and her team are well-equipped to walk claimants through every step of the settlement process. The settlement planning services are provided at no cost.

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