Category Archives: SETTLEMENT CONSULTING

Protecting the Settlements of Undocumented Workers & Claimants

B. Josh Pettingill The feeling can be overwhelming for any claimant who receives a large windfall of settlement money, but more so for an unbanked, undocumented worker who is unfamiliar with common banking laws in the United States. There is a large contingent of undocumented workers living in the US, most notably from Mexico and…

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The Most Common Types of Mass Tort Cases Part 2

In this two-part article, we are discussing the most common types of mass tort cases. By design, mass tort cases help trial attorneys consolidate the best interest of several people (claimants) who suffered damages into a civil action against the entity that caused this occurrence (the defendant). Because this is an extremely tedious and time-consuming…

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Planning for Liquidity is Critical to the Settlement Plan

For catastrophically injured clients, cash requirements which are immediate, as well as those in the future, need to be considered when devising the settlement plan.  This is so because without taking it into account, many settlement plans are devised with insufficient liquid assets to properly address the needs without significant market losses.  Investopedia defines liquidity…

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Cutting Through the Alphabet Soup of Public Benefits

What happens when someone suffers a serious or catastrophic personal physical injury causing permanent disability? Do they get the proper counseling regarding the form of the settlement so as to protect their current assets, preserve public benefits and safeguard the physical injury recovery? Will the recovery be sufficient to pay for all of the victim’s…

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A Day in the Life

By Anthony F. Prieto, Jr., CFP® I consider myself to be a very fortunate person. I have a supportive family and friends. I have a job that allows me to meet, and more importantly help, great people who are in need on a daily basis. I was recently asked what is Synergy and what do…

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The Alphabet Soup of Public Benefits

By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC Attorneys and clients alike get very confused about which governmental benefits are involved in a case as a result of the accident related disability.  The acronyms for the programs are similar and governed by the same or similar government agencies.  For example, a disabled client might get…

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How Internal Rate of Return Impacts Your Client’s Settlement

Synergy creates holistic settlement plans that meet our client’s needs while presenting the least possible amount of risk. We work tireless for our clients, helping attorneys and their seriously injured clients to plan for their post settlement future by attending mediations and helping navigate through the complexities that arise at settlement. The majority of financial…

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Tragic Story of Special Needs Girl with a Settlement Who Passed Away

Stories like this are exactly what we try to prevent with our settlement planning services.  It is a tragedy that this little girl wasn’t protected by those that should have been looking after her. Of course there are circumstances where everything is done right and things like this still happen, but proper planning for those who…

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The Affordable Care Act: Injury Victims Beware

As has been well publicized, it was revealed last week on healthcare.gov that fewer than 27,000 people signed up for private health insurance last month in the 36 states relying on a problem-filled federal website.  States running their own enrollment systems signed up more than 79,000, for a total enrollment of just over 100,000. 

Even more concerning then the technological challenges with the system, is whether consumers have the necessary knowledge of health insurance to be making these decisions by January 1, 2014.  According to poll results released in August 2013 by the American Institute of CPAs, more than half of Americans are not equipped with the rudimentary knowledge of health insurance concepts and definitions to understand the basics of health insurance plans.  Read more ….

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TESTIMONIALS

“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

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