Other Settlement Planning Topics

ABLE Accounts vs. Special Needs Trusts: What You Need to Know

https://www.youtube.com/watch?v=903Gzbl0E1w ABLE accounts and special needs trusts are settlement planning options for personal injury clients who are disabled. ABLE Accounts ABLE Accounts were made possible by the Achieving a Better Life Experience Act of 2013. This...

The Mechanics of How to Set Up a Structured Settlement Annuity

https://www.youtube.com/watch?v=417Lfe7-wA4 The process of setting up a structured settlement annuity is different than when your clients take a simple cash settlement. There are a few things you need to keep in mind to avoid a situation where it's either too late to...

Deferring Contingent Legal Fees: Creative Use Cases

https://www.youtube.com/watch?v=-f7CKQmzqi0 Personal injury attorneys have the ability to control the amount of income tax they pay in any given tax year. Attorneys can control their taxes by deferring the receipt of their legal fee to future tax years — we call this...

Interest Rates on Structured Settlement Annuities

https://youtu.be/1veacV3tWOM One question we often get from attorneys is this: what are the current structured settlement annuity interest rates like currently? This is a great question — and it’s one that is hard to answer without additional information. The short...

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