Protecting the Recovery – Preservation of Needs-Based Benefits & Other Considerations
August 10, 2023
By Jason D. Lazarus, J.D., LL.M., MSCC
Section 1: Introduction to Special Needs Trusts
Medicaid and SSI are income and asset sensitive public benefits, which require planning to preserve. In many states, one dollar of SSI benefits …
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 …
Why Was the Ahlborn Case Such a Significant Victory for Injury Victims?
October 20, 2020
Heidi Ahlborn was injured in a very serious car accident in January of 1996. At the time, she was a nineteen-year-old college student pursuing a degree in teaching. She suffered a catastrophic brain injury that left her …
What are Your ERISA Plan’s Recovery Rights?
October 7, 2020
Most, if not all, ERISA health insurance plans state that injuries caused by a liable third party are not a covered expense and require reimbursement when a plan pays for injury-related medical expenses (often referred to as …
