Other Settlement Planning Topics

Issues to Consider Before Terminating a Special Needs Trust

If you set up a special needs trust for a disabled minor who is receiving Medicaid and SSI, what happens to the money inside the special needs trust if that minor gets to the point where he/she is well enough to work and generate income, and therefore lose his/her...

Why the Affordable Care Act is Great for Personal Injury Plaintiffs

In determining how to help injured plaintiffs, the ongoing medical coverage and care they need is one of the primary concerns we handle as comprehensive settlement planners. In figuring out what approach makes sense, attorneys often ask up questions like:  Does...

The “4-Bucket” Approach to Settlement Proceeds Planning

Many people often ask us, "What do you mean when you say settlement planning?" Basically, settlement planning is the process of deciding how to allocate a plaintiff's settlement. The 4-bucket approach to settlement proceeds planning involves allocating the funds...

How to Reduce Your Personal Injury Client’s Tax Bill

As most plaintiff attorneys are aware, using a traditional structured settlement annuity in a personal injury case can significantly reduce your personal injury client’s tax bill because the principal and interest in the annuity are tax-free. However, in instances...

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