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 …
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 …
Compliance Strategies for Closing Cases in 2020 and Beyond

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 someone suffers a serious or catastrophic personal physical injury? Do they get the proper counsel …
The Curious Case of a Loudoun County Man: Why you always need a plaintiff settlement planner to assist with a structured settlement

July 7, 2020
By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC
In a recent Washington Post article, an egregious story of embezzlement was detailed involving personal injury settlements for children whose parents had died due to medical malpractice. The …
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 …
Qualified Settlement Funds: An Important Settlement Tool for Trial Lawyers to Understand

By Jason D. Lazarus, Esq.
Introduction
Assume you just settled a personal injury case for John Doe who is married to Jane. John has a significant brain injury and there are questions of competency. John was injured on the job …
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 …