Posts by category
- Category: Government Benefits Planning
- Category: Settlement Tax Planning
- Category: Structured Settlements
- Structured Settlements in Employment Cases: Taxes and Timing
- How Structured Settlements Payment Plans Work & What Options You Have
- Structured Settlement – Labor Cases: Process, Benefits, and FAQs
- Types of Structured Settlements: Payout Options Compared
- Structured Settlement Agreement: Terms, Tax, and What to Check
- Structured Settlement for Minors Examples With Payment Breakdowns
- How Does a Structured Settlement Work and Who Should Get One
- The Menu of Structured Settlement Annuity Payout Options
- How to Reduce Your Non-Personal Injury Client’s Tax Bill
- Don’t Send a Client’s Settlement Check to a Family Member
- Top Attorney Malpractice Pitfalls in Personal Injury Cases
- When You Should Consider Using a Special Needs Trust for a Client
- What is a Settlement Plan?
- Cash, Structured Annuities, or Trusts: Which is Best for an Injury Victim?
- Why You Need a Settlement Planner
- Beware of Defense Control
- How to Protect Clients From a Large Tax Bill in Taxable Damage Cases
- Basic Options for Allocating a Client’s Settlement Proceeds
- Protecting the Settlement Recovery: Planning Options for Settlement Recipients and their Attorneys
- Managing Dissipation Risk through Education
- Maximizing Flexibility and Liquidity in Minor’s Cases
- Case Study: What Comprehensive Settlement Planning Looks Like
- The Mechanics of How to Set Up a Structured Settlement Annuity
- Why Is It Important to Retain Your Own Settlement Planner?
- The Best of Both Worlds: Coordinating Trusts with Structured Settlement Annuities
- When to Consider Using a Qualified Settlement Fund
- Benefits and Use Cases of a Structured Settlement Annuity
- Settlement Planning for Non-Traditional Clients
- 5 Structured Settlement Examples – Real Cases & Insights
- Structured Settlement vs. Lump Sum
- Structured Settlements: Updates and Innovations
- Are Annuity Payments Taxable? Key Factors, Rules & Mistakes
- What is a Structured Settlement Annuity?
- Qualified vs. Non-Qualified Annuity: Taxes and RMD Rules
- Taxation of Structured Settlements: What You Need to Know
- Personal Injury Settlements for Minors – What to Know
- Buying Structured Settlements: How It Works & Risks
- Structured Settlement Funding: Pros, Cons, and How It Works
- Structured Settlement vs. Annuity: What You Need to Know
- Structured Annuity Pros and Cons
- Structured Settlement Annuity Rates: Factors, Calculation & Risks
- Structured Settlement Investments – All You Need to Know
- All About Structured Settlement – What You Should Know
- Personal Injury Structured Settlement: Pros, Cons & Considerations
- Structured Settlement Help: Options, Benefits, and Where to Turn
- Tax Advantages of Structured Settlements: What Plaintiffs Keep
- Plaintiff Settlement Planning: What It is and How It Works
- Advantages of Using Annuities in Taxable Damages Cases
- Structured Settlement for Minors: Protecting a Child’s Recovery
- How to Sell an Annuity the Right Way When a Client Needs Cash
- How to Establish a Structured Settlement Annuity For Your Client
- Are Structured Settlement Annuities Taxable?
- Greg Maxwell’s Story — How and Why He Became a Settlement Planner
- Category: Trusts and Asset Management
- Qualified Settlement Fund Tax Treatment: IRS Rules, Tax Liability, and Compliance Guide
- Special Needs Trust SSI: Eligibility, Assets, and Trust Rules
- Special Needs Trust Violations: Rules, Penalties, and Corrective Steps for Trustees
- Self-Settled Special Needs Trust: Benefits, Challenges, and Setup Guide
- Special Needs Trust and Medicaid Rules: What You Must Know Before Setup
- [Complete Roadmap] Special Needs Trust Planning and Asset Protection Strategy
- [Full Breakdown] Third-Party Special Needs Trust: Cost, Requirements, and Mistakes
- How Can Attorneys Protect Clients with Annuities from Factoring Companies?
- What Happens When a Special Needs Trust Beneficiary Passes Away?
- The Mechanics of Setting Up a Settlement Trust
- Setting Up a Settlement Trust for a Competent Adult
- What are the Costs Involved in Setting Up a Special Needs Trust?
- Setting Up a Special Needs Trust for a Client
- Can a Settlement Trust Pay a Parent for Care Provided to a Child?
- Top Attorney Malpractice Pitfalls in Personal Injury Cases
- When You Should Consider Using a Special Needs Trust for a Client
- Special Needs Trust (SNT) Medicaid Payback Explained
- What is a Settlement Plan?
- Cash, Structured Annuities, or Trusts: Which is Best for an Injury Victim?
- Lessons from the Powerball
- Special Needs Trust Spending Rules: What You Can & Can’t Buy
- Protecting the Settlement Recovery: Planning Options for Settlement Recipients and their Attorneys
- Managing Dissipation Risk through Education
- Maximizing Flexibility and Liquidity in Minor’s Cases
- Case Study: What Comprehensive Settlement Planning Looks Like
- The Best of Both Worlds: Coordinating Trusts with Structured Settlement Annuities
- The Difference Between a First-Party and Third-Party Special Needs Trust
- ABLE Accounts and Special Needs Trusts: What You Need to Know
- Settlement Planning for Non-Traditional Clients
- Settling a Case for a Client with an Uncertain Future? Think “Springing Trust”
- Considerations Before Terminating a Special Needs Trust
- Can a Special Needs Trust Own a House? Find Out
- How Much Money Can Be Put in a Special Needs Trust: Misconceptions Cleared
- New Rules for Special Needs Trust Explained – Avoid Penalties
- Can I Set Up A Special Needs Trust Without A Lawyer? Quick Answer
- Pooled Special Needs Trusts: Benefits & Eligibility Criteria
- What Are the Special Needs Trust Distribution Guidelines?
- Special Needs Trust Attorney: Services and Benefits
- When is a Settlement Protection Trust a Good Idea?
- First-Party Special Needs Trust: Purpose, Eligibility & Risks
- How to Set Up a Special Needs Trust – Essential Steps
- Special Needs Trust Trustee: What They Do and Why It Matters
- When to Recommend a Special Needs Trust – Key Scenarios Explained
- The Plaintiff Double Tax Trap Explained (And How To Avoid It)
- Options to Protect Your Client’s Medicaid and SSI
- When a Legal Recovery is Considered Taxable to the Client
- What is the Difference Between a Special Needs Trust and an ABLE Account?
- Greg Maxwell’s Story — How and Why He Became a Settlement Planner
- Category: Other Settlement Planning Topics
- Qualified Settlement Fund Tax Treatment: IRS Rules, Tax Liability, and Compliance Guide
- Special Needs Trust SSI: Eligibility, Assets, and Trust Rules
- Special Needs Trust Violations: Rules, Penalties, and Corrective Steps for Trustees
- Is Sexual Harassment Settlement Taxable?
- What is Lien Resolution? Process, Cost, and Expert Strategy Guide
- [Full Breakdown] Third-Party Special Needs Trust: Cost, Requirements, and Mistakes
- Structured Settlement – Labor Cases: Process, Benefits, and FAQs
- Structured Settlement for Minors Examples With Payment Breakdowns
- Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps
- Can a Settlement Trust Pay a Parent for Care Provided to a Child?
- What Are a Plaintiff Attorney’s Obligations to Medicare When Settling a Case?
- Improve Your Case Intake Form for Smoother Settlements
- Medicare Liens and the SMART Act
- Planning Options When a Client is Not Receiving Government Benefits
- Is It Ethical to Outsource Lien Resolution and Bill as a Case Cost?
- Top Attorney Malpractice Pitfalls in Personal Injury Cases
- Protect Your Clients from “Cash Now” Companies Today
- When You Should Consider Using a Special Needs Trust for a Client
- Attorney Liability for Client’s Liens — Medicare, Medicaid & ERISA
- What to Do If a Client is Worried About Losing Their Medicaid or SSI Benefits?
- Special Needs Trust (SNT) Medicaid Payback Explained
- Here’s How to Protect Your Clients From “Cash Now” Companies
- How Medical Underwriting (a Rated Age) Can Help Your Client
- Will I Get a 1099 for a Lawsuit Settlement? Here’s What the IRS Cares About
- The Complete Healthcare and ERISA Lien Resolution Solution
- Medicare Set Asides in Liability Cases
- Maximizing Flexibility and Liquidity in Minor’s Cases
- Case Study: What Comprehensive Settlement Planning Looks Like
- Estate Planning Considerations for Settling Plaintiffs
- Why Is It Important to Retain Your Own Settlement Planner?
- When You Need to Worry About Constructive Receipt in PI Cases
- Other Annuity Options Aside from Structured Settlement Annuities
- Is it Time to Consider Structured Settlement Annuities Again?
- What is Settlement Planning?
- One Big Beautiful Bill Tax Changes – All You Need to Know
- What Happens to a Settlement When a Person Dies? (Quick Answer)
- Highest Personal Injury Settlements – Discover Record Payouts
- Personal Injury Burn Settlements
- SSI And Car Accident Settlement – Ultimate Guide
- Annuity Settlement Options — Choosing the Best for Your Client
- How to Avoid a Medicare Set-Aside – Practical Tips
- Can I Access My Child’s Settlement Money? Here’s How
- Qualified Settlement Fund (QSF): When and How to Use It Best
- The Plaintiff Double Tax Trap Explained (And How To Avoid It)
- Cash for Annuity Payment Explained: Pros, Cons, and What to Expect
- Options to Protect Your Client’s Medicaid and SSI
- When a Legal Recovery is Considered Taxable to the Client
- What Happens When a Past Client Decides to Sell Their Annuity
- Why the Affordable Care Act is Great for Personal Injury Plaintiffs
- UAJ 2020 Conference Message
- Real Talk: Settlement Planners vs. Structured Annuity Brokers?
- Greg Maxwell’s Story — How and Why He Became a Settlement Planner
- Lien Resolution — Best Practices and Pitfalls to Avoid
- When is the Right Time to Bring in a Settlement Planner?
- October 2017 Update on Liability Medicare Set Asides
- Rule 11 Language
