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 a large recovery is certainly beneficial to the claimant, it may not always be the best idea for the claimant to accept the settlement proceeds in the form of […]

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 of attorneys pay more in taxes than they need to because they haven’t explored all of their tax minimization strategies. But did you know that lawyers who earn contingent […]

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, claimants can take advantage of a number of benefits, including a long-term source of tax-free income. But what if your settlement isn’t from an injury case? Can you still […]

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 as it chose me.  I strongly feel that your past shapes your present. There was a time in my life that I would have made different decisions during a […]

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 […]