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May 4, 2017
May 4, 2017

What Questions Should You Be Asking Your Client During Settlement?

  When an attorney works with a personal injury or wrongful death claimant, the ultimate goal is generally to maximize the recovery for the claimant. While […]
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April 17, 2017
April 17, 2017

Attorneys: Are You Minimizing Your Tax Obligations?

Today is the deadline to file 2016 tax returns and once again, you may have found yourself stuck with a large tax obligation.  Every year, thousands […]
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March 28, 2017
March 28, 2017

What Types of Cases Can Benefit From a Non-Qualified Settlement?

Structured settlements are a tool for claimants involved personal injury, wrongful death, and workers’ compensation cases. By structuring settlement proceeds into a series of periodic payments, […]
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February 13, 2017
February 13, 2017

Settlement Planner Spotlight: Traci Kaas, CSSC, CeFT

Primary Office Location: Orange County, California Why did you choose to become a settlement planner? I don’t think I chose to be a settlement planner as much […]
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October 9, 2015
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 […]
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