ABLE Accounts: Helping Clients on Public Benefits Make the Most of their Recovery
October 8, 2020
ABLE accounts, named for the Achieving a Better Life Experience Act, have been around since 2014 but remain underutilized across the country despite offering a way for people with disabilities and public benefits to save money without …
Today Planning is More Critical than Ever
March 24, 2020
Now, more than ever, proper settlement planning is critical for disabled clients. Protecting their recovery should be top of mind and a high priority given the turbulence in our global markets. There are always going to be …
Protection for the Most Vulnerable: Settlement Planning Issues for Personal Injury Victims
By Jason D. Lazarus
Introduction
Catastrophically injured individuals have unique needs when it comes time to settle their cases. A one-size-fits-all approach does not work given the complexities that are faced today upon resolution of a personal injury lawsuit. Consideration …
Settlement Language Can Make or Break a Workers Compensation Case
B Josh Pettingill
Appropriate settlement language can make a significant impact on the total amount of the workers’ compensation settlement, as well as dollars that the injured worker receives. This brief article will provide plaintiff/applicant attorneys with the requisite settlement …
Should You Hire a Structured Broker or a Settlement Planner?
Securing the best future for the client is always a priority for an attorney in a personal injury case. Depending on the amount, it may be in the client’s best interest to have a structured settlement annuity instead of a …
Types of Annuity Payments
When your client is awarded a settlement, an annuity can be utilized to parse out payments and ensure that funds are being distributed sensibly. After working tirelessly to build your client’s case so that they receive a fair settlement, you …
Creating the Best Structured Settlement Plan For Your Client Part 2
In this two-part article, we are discussing the benefits of hiring a settlement planner. When a personal injury plaintiff is awarded a large settlement, they likely are not qualified to manage the funds they received in the settlement. There …
Sudden Money – How Quickly it Can Be Gone: Don’t Blow a Personal Injury Recovery
By: Jason D. Lazarus, J.D., LL.M., MSCC, CSSC
In a February 11, 2015 article from the Business Insider, Michael Kelly and Pamela Engel detail twenty one lottery winners who blew it all (see http://www.businessinsider.com/lottery-winners-who-lost-everything-2015-2?op=1). In the article, there are …
Settlement Planning – What is IRR and Does It Matter?
By Anthony F. Prieto, Jr., CFP(R)
At Synergy, we spend a lot of time in mediations helping attorneys and their seriously injured clients to plan for their post settlement future. We try to create holistic settlement plans that meet our …
A Response to the SEC Bulletin: The Truth about Factored Structured Settlements as an Investment Vehicle
By Matt Bracy[1] and Jason Lazarus[2]
Every investment vehicle has inherent risks. This is the tradeoff for the chance to make higher returns. However, “factored” structured settlements present investors with a unique low risk/high yield opportunity. “Factored” structured …
