Structured Settlement Annuities

What is a Structured Settlement? A structured settlement annuity (“structured settlement”) allows a claimant to receive all or a portion of a personal injury, wrongful death, or workers’ compensation settlement in a series of income tax-free periodic payments. Structured settlements may also be used in non-physical injury settlements so that our clients may receive tax-deferred […]

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 […]

Financial Transitions

A sudden flow of money can be more stressful than people think, regardless of whether the money resulted from a positive situation, such as winning the lottery, or a negative situation, such as a death in the family, a catastrophic physical incident or the loss of a job because of employment litigation. Many find it […]

Government Benefit Preservation

Claimants have much to consider regarding the financial implications of their settlements. Eligibility for government benefits is one of the most important issues many claimants must resolve. Eligibility for Government Benefits Needs-based government benefit programs use income and asset tests to determine eligibility. In most states, assets as low as $2,000 ($3,000 if married) are […]

Lien Resolution

Unresolved liens are the most common reason for a delay or disruption in settlement disbursement. Furthermore, failure to resolve liens may jeopardize settlement funds and result in severe penalties. We work closely with reputable lien resolution experts who streamline the process of identifying and resolving liens. Common Types of Liens Medicare Liens: Medicare Secondary Payer laws […]

Market-Based Structured Settlements

Kaas Settlement Consulting is committed to providing plaintiff attorneys and their clients with innovative financial solutions. To that end, we work with reputable partners to provide market-based structured settlements as an alternative to life insurance-based structured settlement programs. Why Choose a Market-Based Structured Settlement? Many claimants and attorneys find that market-based structured settlements provide the […]

Non-Qualified Structured Settlements

Certain types of settlements do not qualify for income tax exclusion via a traditional structured settlement annuity. Fortunately, a non-qualified structured settlement annuity offers guaranteed* tax-deferred payments for a wide range of cases. Non-Qualified Assignment Non-qualified structured settlements are those that do not qualify for income tax exclusion under Section 104 of the Internal Revenue Code. […]

Medicare Set-Asides

For many claimants, negotiating the payment of future medical bills is an essential component of a favorable settlement. Claimants who currently receive Medicare or who expect to receive Medicare in the near future must follow specific guidelines when it comes to their future medical payments. Medicare Secondary Payer provisions specify that Medicare will not pay […]