A common question from attorneys regarding special needs trusts is: "What happens when the beneficiary of...
Other Settlement Planning Topics
Minor’s Cases: Why a Structured Settlement Can Be a Good Fit
For cases involving minors, placing the settlement money into the court registry or a blocked bank account may not be...
Lien Resolution — Best Practices and Pitfalls to Avoid
Lien Resolution Webinar On this webinar, Dave Place and Greg Maxwell discuss troubling lien resolution issues on your...
The Difference Between SSDI and SSI (and Why It Matters)
Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) are government benefits for clients...
How Medical Underwriting (a Rated Age) Can Help Your Client
A structured settlement annuity is a great tool to replace future income, particularly when an injury victim will...
What Expenses Can a Special Needs Trust Pay For?
There are certain items that a special needs trust can and cannot pay for on behalf of the beneficiary for clients...
Two Case Studies: When a Structured Settlement May Make Sense
Structured settlement annuities can be used in a variety of situations. In this article, we’ll highlight two case...
Here’s How to Protect Your Clients From “Cash Now” Companies
An attorney recently called me with a concern about his client. He was about to settle a big case for his client — and...
ABLE Accounts vs. Special Needs Trusts: What You Need to Know
ABLE accounts and special needs trusts are settlement planning options for personal injury clients who are disabled....
The Mechanics of How to Set Up a Structured Settlement Annuity
The process of setting up a structured settlement annuity is different than when your clients take a simple cash...
Deferring Contingent Legal Fees: Creative Use Cases
Personal injury attorneys have the ability to control the amount of income tax they pay in any given tax year....
Interest Rates on Structured Settlement Annuities
One question we often get from attorneys is this: what are the current structured settlement annuity interest rates...
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