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Posts by category
- Category: Attorney Fee Deferrals
- Tax Planning Tips for Personal Injury Attorneys
- Fee Deferral Best Practices for Growing Wealth Successfully
- What are the Differences Between a 401k Plan and a Deferred Compensation Plan for Plaintiff Attorneys?
- How to Defer Contingent Legal Fees Using Two Different Funding Vehicles
- How to Use Deferred Compensation Plans to Attract and Retain Key Associates
- Flow of 1099s When Using a Deferred Compensation Plan
- Exploring the Loan Feature of Deferred Compensation Plans
- Using Deferred Compensation Plans as a Wealth Transfer Tool
- Consider Adding This Language to Your Attorney-Client Fee Agreement
- Why Plaintiff Attorneys Haven’t Heard About Deferred Compensation Plans
- When Is It Too Late to Defer Legal Fees on a Case?
- Attorney Fee Deferrals: Annuities versus Deferred Compensation Plans
- Plaintiff Attorneys and Settling Clients Need Specialized Advice
- A Solution to a Typical Plaintiff Attorney’s Tax Planning Frustrations
- “Can I Defer My Contingent Fees if I Only Get Small Cases?”
- Using a Deferred Compensation Plan for Retirement
- Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?
- Payout Period Overview for Attorney Deferred Compensation Plans
- Want To Be Like a Fortune 500 CEO? Do This Tax Planning Strategy.
- How Personal Injury Attorneys Can Avoid the Cash Flow Roller Coaster
- Golden Handcuffs: How to Keep Key Staff Without Giving Up Equity
- Defer Fees With Zero Defense Involvement (and Straight From IOLTA)
- What if You Need Access to Capital but You’ve Deferred Legal Fees?
- Maximize Income Tax Savings and Wealth Accumulation Through Attorney Fee Deferrals
- The Mechanics of Setting Up a Private, Deferred Compensation Plan
- Deferring Your Legal Fees: Annuities Aren’t the Only Option
- Deferring Contingent Legal Fees: Creative Use Cases
- What is an Attorney Fee Deferral?
- Attorney Fee Structures
- Category: Government Benefits Planning
- Who Qualifies for a Special Needs Trust?
- An Outsourced Solution to Government Benefits Planning
- What Are a Plaintiff Attorney’s Obligations to Medicare When Settling a Case?
- The Mechanics of Setting Up a Settlement Trust
- Estate Planning Considerations for Settling Plaintiffs
- Can a Client Own a Home and Still Receive Medicaid / SSI?
- Medicaid: When a Settlement May Jeopardize Ongoing Eligibility
- Setting Up a Special Needs Trust for a Client
- How Does a Settlement Impact a Client’s Medicare Benefits?
- What to Do If a Client is Worried About Losing Their Medicaid or SSI Benefits?
- When You Should Consider a Medicare Set Aside for a Client
- If Your Client Receives SSI, Plan Ahead in Case of Settlement
- Special Needs Trust: Eligibility Requirements and Use Cases
- Will Receiving a Settlement Impact SSDI?
- Case Study: What Comprehensive Settlement Planning Looks Like
- Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps
- Greg Maxwell’s Story — How and Why He Became a Settlement Planner
- The Difference Between SSDI and SSI (and Why It Matters)
- What Items Can a Special Needs Trust Pay For?
- ABLE Accounts and Special Needs Trusts: What You Need to Know
- When You Should Consider Using a Special Needs Trust for a Client
- What is Settlement Planning?
- Settlement Planning for Non-Traditional Clients
- Can Receiving a Settlement Jeopardize a Client’s Government Benefits?
- October 2017 Update on Liability Medicare Set Asides
- The Complete Healthcare and ERISA Lien Resolution Solution
- ABLE Accounts: Another Option for Clients on Medicaid and SSI
- Why You Should Include a “No-1099” Provision in Settlement Agreements
- Why You Need a Settlement Planner
- Protecting the Settlement Recovery: Planning Options for Settlement Recipients and their Attorneys
- What is a Settlement Plan?
- Top Attorney Malpractice Pitfalls in Personal Injury Cases
- Settling Cases for Clients on Medicaid and SSI: A New Option to Preserve Needed Benefits
- Medicare Set Asides in Liability Cases
- Settling Cases for Clients Receiving Medicaid or Other Needs-based Benefits
- Utah State Bar Ethics Advisory Opinion on Outsourcing Lien Resolution
- Improve Your Case Intake Form for Smoother Settlements
- Settling Cases for Clients on Government Programs
- Medicare Liens and the SMART Act
- Settling a Case for a Client with an Uncertain Future? Think “Springing Trust”
- Category: Structured Settlements
- The Difference Between a Structured Settlement and a Fixed Income Annuity
- The Benefits of a Structured Settlement Annuity
- Are Structured Settlement Annuities Taxable?
- How to Protect Clients From a Large Tax Bill in Taxable Damage Cases
- When to Consider Using a Qualified Settlement Fund
- Setting Up a Settlement Trust for a Competent Adult
- The Mechanics of Setting Up a Settlement Trust
- How to Allocate a Plaintiff’s Settlement
- How to Reduce Your Non-Personal Injury Client’s Tax Bill
- The Menu of Structured Settlement Annuity Payout Options
- Plaintiff Attorneys and Settling Clients Need Specialized Advice
- Maximizing Flexibility and Liquidity in Minor’s Cases
- What are the Costs Involved in Setting Up a Special Needs Trust?
- Case Study: What Comprehensive Settlement Planning Looks Like
- Greg Maxwell’s Story — How and Why He Became a Settlement Planner
- Don’t Send a Client’s Settlement Check to a Family Member
- When You Need to Worry About Constructive Receipt in PI Cases
- Advantages of Using Annuities In Taxable Damages Cases
- What Happens When a Special Needs Trust Beneficiary Passes Away?
- Why a Structured Settlement Can Be a Good Fit For Minor Clients
- The Difference Between SSDI and SSI (and Why It Matters)
- How Medical Underwriting (a Rated Age) Can Help Your Client
- Benefits and Use Cases of a Structured Settlement Annuity
- Here’s How to Protect Your Clients From “Cash Now” Companies
- The Mechanics of How to Set Up a Structured Settlement Annuity
- What You Need to Know About Interest Rates of Structured Settlement Annuities
- When You Should Consider Using a Special Needs Trust for a Client
- The Tax-Exempt Status of Structured Settlement Annuities
- What is Settlement Planning?
- Settlement Planning for Non-Traditional Clients
- Why Is It Important to Retain Your Own Settlement Planner?
- Basic Options for Allocating a Client’s Settlement Proceeds
- The Best of Both Worlds: Coordinating Trusts with Structured Settlement Annuities
- Tax Advantages of Structured Settlements
- Why You Need a Settlement Planner
- Protecting the Settlement Recovery: Planning Options for Settlement Recipients and their Attorneys
- Attorney Fee Structures
- Advantages and Disadvantages of Structured Settlements
- What is a Settlement Plan?
- Top Attorney Malpractice Pitfalls in Personal Injury Cases
- Beware of Defense Control
- Structured Settlements: Updates and Innovations
- Cash, Structured Annuities, or Trusts: Which is Best for an Injury Victim?
- Managing Dissipation Risk through Education
- Category: Trusts and Asset Management
- How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?
- When to Recommend a Special Needs Trust for a Settling Client
- What is the Difference Between a Special Needs Trust and an ABLE Account?
- What Are the Special Needs Trust Distribution Guidelines?
- How Can Attorneys Protect Clients with Annuities from Factoring Companies?
- Who Qualifies for a Special Needs Trust?
- Setting Up a Settlement Trust for a Competent Adult
- Considerations Before Terminating a Special Needs Trust
- The Mechanics of Setting Up a Settlement Trust
- How to Allocate a Plaintiff’s Settlement
- Plaintiff Attorneys and Settling Clients Need Specialized Advice
- Maximizing Flexibility and Liquidity in Minor’s Cases
- What are the Costs Involved in Setting Up a Special Needs Trust?
- The Difference Between a First-Party and Third-Party Special Needs Trust
- Can a Settlement Trust Pay a Parent for Care Provided to a Child?
- Can a Client Own a Home and Still Receive Medicaid / SSI?
- When is a Settlement Protection Trust a Good Idea?
- What is the Medicaid Payback Provision in a Special Needs Trust?
- Setting Up a Special Needs Trust for a Client
- Special Needs Trust: Eligibility Requirements and Use Cases
- Case Study: What Comprehensive Settlement Planning Looks Like
- Greg Maxwell’s Story — How and Why He Became a Settlement Planner
- What Happens When a Special Needs Trust Beneficiary Passes Away?
- Why a Structured Settlement Can Be a Good Fit For Minor Clients
- What Items Can a Special Needs Trust Pay For?
- Benefits and Use Cases of a Structured Settlement Annuity
- ABLE Accounts and Special Needs Trusts: What You Need to Know
- The Mechanics of How to Set Up a Structured Settlement Annuity
- When You Should Consider Using a Special Needs Trust for a Client
- What is Settlement Planning?
- Settlement Planning for Non-Traditional Clients
- Basic Options for Allocating a Client’s Settlement Proceeds
- The Best of Both Worlds: Coordinating Trusts with Structured Settlement Annuities
- Lessons from the Powerball
- Protecting the Settlement Recovery: Planning Options for Settlement Recipients and their Attorneys
- What is a Settlement Plan?
- Top Attorney Malpractice Pitfalls in Personal Injury Cases
- Settling a Case for a Client with an Uncertain Future? Think “Springing Trust”
- Cash, Structured Annuities, or Trusts: Which is Best for an Injury Victim?
- Managing Dissipation Risk through Education
- Category: Other Settlement Planning Topics
- How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?
- What Happens When a Past Client Decides to Sell Their Annuity
- What Are the Special Needs Trust Distribution Guidelines?
- How to Protect Clients From a Large Tax Bill in Taxable Damage Cases
- How Can Attorneys Protect Clients with Annuities from Factoring Companies?
- Who Qualifies for a Special Needs Trust?
- What Are a Plaintiff Attorney’s Obligations to Medicare When Settling a Case?
- Other Annuity Options Aside from Structured Settlement Annuities
- Setting Up a Settlement Trust for a Competent Adult
- Considerations Before Terminating a Special Needs Trust
- Why the Affordable Care Act is Great for Personal Injury Plaintiffs
- How to Allocate a Plaintiff’s Settlement
- How to Reduce Your Non-Personal Injury Client’s Tax Bill
- Estate Planning Considerations for Settling Plaintiffs
- Plaintiff Attorneys and Settling Clients Need Specialized Advice
- Maximizing Flexibility and Liquidity in Minor’s Cases
- Can a Settlement Trust Pay a Parent for Care Provided to a Child?
- Can a Client Own a Home and Still Receive Medicaid / SSI?
- UAJ 2020 Conference Message
- When is a Settlement Protection Trust a Good Idea?
- What is the Medicaid Payback Provision in a Special Needs Trust?
- Medicaid: When a Settlement May Jeopardize Ongoing Eligibility
- Setting Up a Special Needs Trust for a Client
- How Does a Settlement Impact a Client’s Medicare Benefits?
- What to Do If a Client is Worried About Losing Their Medicaid or SSI Benefits?
- When You Should Consider a Medicare Set Aside for a Client
- If Your Client Receives SSI, Plan Ahead in Case of Settlement
- Special Needs Trust: Eligibility Requirements and Use Cases
- Will Receiving a Settlement Impact SSDI?
- Is It Ethical to Outsource Lien Resolution and Bill as a Case Cost?
- Planning Options When a Client is Not Receiving Government Benefits
- Real Talk: Settlement Planners vs. Structured Annuity Brokers?
- Case Study: What Comprehensive Settlement Planning Looks Like
- Attorney Liability for Client’s Liens — Medicare, Medicaid & ERISA
- Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps
- Greg Maxwell’s Story — How and Why He Became a Settlement Planner
- Don’t Send a Client’s Settlement Check to a Family Member
- When You Need to Worry About Constructive Receipt in PI Cases
- Advantages of Using Annuities In Taxable Damages Cases
- What Happens When a Special Needs Trust Beneficiary Passes Away?
- Why a Structured Settlement Can Be a Good Fit For Minor Clients
- Lien Resolution — Best Practices and Pitfalls to Avoid
- The Difference Between SSDI and SSI (and Why It Matters)
- How Medical Underwriting (a Rated Age) Can Help Your Client
- Benefits and Use Cases of a Structured Settlement Annuity
- Here’s How to Protect Your Clients From “Cash Now” Companies
- ABLE Accounts and Special Needs Trusts: What You Need to Know
- The Mechanics of How to Set Up a Structured Settlement Annuity
- What You Need to Know About Interest Rates of Structured Settlement Annuities
- When You Should Consider Using a Special Needs Trust for a Client
- What is Settlement Planning?
- When is the Right Time to Bring in a Settlement Planner?
- Why Is It Important to Retain Your Own Settlement Planner?
- October 2017 Update on Liability Medicare Set Asides
- The Complete Healthcare and ERISA Lien Resolution Solution
- Protect Your Clients from “Cash Now” Companies Today
- Why You Should Include a “No-1099” Provision in Settlement Agreements
- Rule 11 Language
- Top Attorney Malpractice Pitfalls in Personal Injury Cases
- Medicare Set Asides in Liability Cases
- Improve Your Case Intake Form for Smoother Settlements
- Medicare Liens and the SMART Act