May 21, 2018
The cost of a client losing government benefits can be very high, often in the hundreds of thousands or even millions of dollars. From a risk […]
April 13, 2018
When handling a minor’s case, contact Traci Kaas early in the process to explore the settlement options. Courts favor a conservative approach that protects the funds […]
March 29, 2018
The Settlement Alliance-WEST is proud to announce that we have been nominated as the Best Structured Settlement Provider in California. With offices throughout the state, we […]
March 19, 2018
Medicare Set-Asides serve as a glaring reminder that the legal sector must remain vigilant in its awareness and understanding of evolving government benefit guidelines. The following […]
March 9, 2018
Disabled individuals who expect to receive settlement proceeds may need to consider placing the proceeds into a trust account to preserve assets, protect government benefit eligibility, […]
December 29, 2017
It can be overwhelming to accept settlement proceeds as the result of a personal injury, workers’ compensation, or wrongful death case. The money is often more […]
October 20, 2017
There is a gross misconception that structured settlements offer rates of return well below market standards, precluding them from serving as a viable settlement option. In […]
October 13, 2017
Disabled claimants may run into benefit issues when accepting proceeds from a personal injury settlement. The acceptance of a lump sum may render an individual […]
September 29, 2017
If you are an attorney working with a disabled claimant, you’ll want to bring in a settlement planner to review your client’s options. When a disabled […]
September 21, 2017
For years, plaintiff attorneys and settlement planning professionals have operated under a set of unclear assumptions when it came to liability settlements and future medicals for […]
July 31, 2017
A commonly held belief in the legal community is that settlement planners only provide structured settlement services. Unfortunately, that misconception can lead to missed opportunities to […]
June 22, 2017
You’re probably familiar with the television commercials inviting viewers to sell their structured settlements for “cash now.” Factoring companies like the ones you see on television […]
June 7, 2017
When an individual suddenly receives a large sum of money, it can be overwhelming. Even if the influx of money is the result of positive circumstances, […]
May 4, 2017
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 […]
April 26, 2017
When Congress enacted the Periodic Payment Settlement Tax Act of 1982, the Federal Tax Code was amended to provide special tax treatment for certain types of settlement […]
April 17, 2017
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 […]
March 13, 2017
Whether your client is a minor child, a working age adult, or an elderly claimant, a settlement planner can be a valuable addition to your team. […]
February 13, 2017
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 […]
February 22, 2016
If your client is a minor receiving a settlement, you know that the financial decisions made now can have a long-term impact on your client’s […]
May 21, 2018
The cost of a client losing government benefits can be very high, often in the hundreds of thousands or even millions of dollars. From a risk […]
April 13, 2018
When handling a minor’s case, contact Traci Kaas early in the process to explore the settlement options. Courts favor a conservative approach that protects the funds […]
March 29, 2018
The Settlement Alliance-WEST is proud to announce that we have been nominated as the Best Structured Settlement Provider in California. With offices throughout the state, we […]
March 19, 2018
Medicare Set-Asides serve as a glaring reminder that the legal sector must remain vigilant in its awareness and understanding of evolving government benefit guidelines. The following […]
March 9, 2018
Disabled individuals who expect to receive settlement proceeds may need to consider placing the proceeds into a trust account to preserve assets, protect government benefit eligibility, […]
December 29, 2017
It can be overwhelming to accept settlement proceeds as the result of a personal injury, workers’ compensation, or wrongful death case. The money is often more […]
October 20, 2017
There is a gross misconception that structured settlements offer rates of return well below market standards, precluding them from serving as a viable settlement option. In […]
October 13, 2017
Disabled claimants may run into benefit issues when accepting proceeds from a personal injury settlement. The acceptance of a lump sum may render an individual […]
September 29, 2017
If you are an attorney working with a disabled claimant, you’ll want to bring in a settlement planner to review your client’s options. When a disabled […]
September 21, 2017
For years, plaintiff attorneys and settlement planning professionals have operated under a set of unclear assumptions when it came to liability settlements and future medicals for […]
July 31, 2017
A commonly held belief in the legal community is that settlement planners only provide structured settlement services. Unfortunately, that misconception can lead to missed opportunities to […]
June 22, 2017
You’re probably familiar with the television commercials inviting viewers to sell their structured settlements for “cash now.” Factoring companies like the ones you see on television […]
June 7, 2017
When an individual suddenly receives a large sum of money, it can be overwhelming. Even if the influx of money is the result of positive circumstances, […]
May 4, 2017
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 […]
April 26, 2017
When Congress enacted the Periodic Payment Settlement Tax Act of 1982, the Federal Tax Code was amended to provide special tax treatment for certain types of settlement […]
April 17, 2017
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 […]
March 13, 2017
Whether your client is a minor child, a working age adult, or an elderly claimant, a settlement planner can be a valuable addition to your team. […]
February 13, 2017
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 […]
February 22, 2016
If your client is a minor receiving a settlement, you know that the financial decisions made now can have a long-term impact on your client’s […]