Other Settlement Planning Topics

Advantages of Using Annuities in Taxable Damages Cases

Qualified vs. Non-Qualified Structured Settlement Annuities What is a non-qualified annuity versus a qualified annuity? Most personal injury cases that use a structured settlement annuity are considered qualified structured settlement annuities. It's a tax term that...

What Happens When a Special Needs Trust Beneficiary Passes Away?

A common question from attorneys regarding special needs trusts is: "What happens when the beneficiary of the special needs trust passes away? What happens to the funds in the trust?" It’s an important question that needs to be explained to the client before...

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 the most beneficial for the client. Problems with Court Registry & Blocked Accounts First, the funds in the blocked account will earn little-to-no...

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 existing cases and share ideas to implement "best practices" to avoid those issues in the future. Dave and Greg discussed ERISA, FEHBA, and Medicare...

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