Attorney Fee Deferral – A Unique Opportunity for Contingent Fee Lawyers to Tax Plan for Tomorrow
November 10, 2022
By Jason D. Lazarus, J.D., LL.M., CSSC, MSCC
An often-overlooked issue for plaintiff attorneys is the management of taxation of their own contingent legal fees. As part of the normal rhythm of their practices, many attorneys experience …
Settlement Compliance Strategies for Closing Cases
October 13, 2022
By Jason D. Lazarus, J.D., LL.M., CSSC, MSCC
Ethical Issues at Settlement
Suffering even a moderate personal physical injury can create difficult challenges both financially and emotionally for even the strongest among us. However, what happens when …
Free Download: Resolution of Part C Medicare Advantage (MAO) Liens White Paper
April 7, 2022
Jason D. Lazarus, J.D., LL.M., CSSC, MSCC
Some clients, post-accident, may have switched from Medicare Parts A/B over to a Part
C Medicare Advantage Plan. Therefore, even if you have gone through the resolution process
for your
Free Download: Structured Settlement Whitepaper
January 10, 2022
When any physical injury victim recovers money either by settlement or by verdict, the question of the tax treatment of said recovery arises. As long as it is compensation for personal physical injuries it is tax-free under
Advanced Strategies for Closing Cases Compliantly: A Case Study
November 11, 2021
In the confusing landscape of public benefits and planning issues that arise today for trial lawyers when settling catastrophic injury cases, finding your way can be a daunting task. Many
questions come up such as should the …
Book Bites: Confused by Medicare? Here’s a Helpful Overview
January 12, 2021
The Medicare program—and the related Social Security Disability Income/Retirement benefit (SSDI)—is one of the primary benefit programs available to those who are injured and disabled. Understanding the basics of this program is imperative to protecting the client’s …
Why Qualified Settlement Funds are an Important Tool for Trial Lawyers to Understand
November 17, 2020
What do you do when you settle a case like this where your client is on public assistance, there are allocation issues, settlement planning issues must be addressed, and there are liens to negotiate? Where can you …
6 Real-World Considerations for Advanced Settlement Planning
November 10, 2020
Mrs. Smith was moved to the ICU and no neurologic monitoring was performed that evening after being moved from the surgical suite. The next morning, Mrs. Smith was found to be quadriparetic. A suit was brought against …
How to Use a Special Needs Trust to Preserve Benefits Eligibility for Disabled Injury Victims
November 4, 2020
John Doe was a laborer since age eighteen, but when he was thirty, he was severely injured and became paralyzed. John didn’t have health insurance at the time of his accident, and the hospital applied for Medicaid …
What is a Medicare Set-Aside?
October 27, 2020
For many years, personal injury cases have been resolved without consideration of Medicare’s secondary payer status even though since 1980 all forms of liability insurance have been primary to Medicare. At settlement, by judgment or through an …
