B. Joshua Pettingill

B. Joshua Pettingill

Partner Planner

E: JPettingill@synergysettlements.com

P: 321.291.1818

Josh Pettingill is a Partner Planner at Synergy Settlement Services. He works with clients throughout the country to resolve general liability, personal injury, medical malpractice and worker’s compensation cases using cutting edge settlement planning techniques. Mr. Pettingill frequently testifies as an expert witness on Medicare Set-Asides, as well as to the economic value of personal injury cases. He is a prominent lecturer at national trial lawyer organizations and has authored more than 100 articles in the areas of Medicare Secondary Payer compliance and complex settlement planning. Mr. Pettingill is also the immediate past Co-Chairperson of the Liability MSP Advisory Committee for the National Alliance of Medicare Set-Aside Professionals.

 

  • Past Experience

    Prior to joining Synergy, Mr. Pettingill was a Principal of a national settlement planning firm. Before that, he spent 5 years assisting injury victims as a settlement planner. Prior to starting his settlement planning practice, he worked as a financial consultant for Morgan Stanley Dean Witter and Money Concepts.

  • Education

    Mr. Pettingill graduated from Palm Beach Atlantic University with a Bachelor’s of Science degree with a concentration in International Business/Finance and a Master’s of Business Administration (MBA) degree with a concentration in Finance. He also received his Master’s of Science degree with a concentration in HR Management and Compensation from the University of Central Florida. He is currently a Doctoral candidate in the area of Finance.

  • Relevant Experience

    Mr. Pettingill is a frequent lecturer at national trial lawyer associations. He has presented on the topic of Medicare Secondary Payer compliance for the Florida Justice Association, American Association of Justice, Worker Injury Law & Advocacy Group, Maryland Association for Justice, Virginia Trial Lawyers Association, Florida Workers Advocates, Academy of Special Needs Planners, National Alliance of Medicare Set-Aside Professionals, US Virgin Islands Bar, and many other organizations. Josh has also lectured on the topic of expert witnesses to the Academy of Economic and Financial Experts.

  • Associations

    Mr. Pettingill is an active member of the National Alliance of Medicare Set-Aside Professionals, Academy of Economic and Financial Experts, National Association for Business Economists, Society of Settlement Planners, and the American Association of People with Disabilities.

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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.

Understanding Structured Settlements and Medicare Set-AsidesThird Thursday Webinar Series

The parties agree that a Medicare Set-Aside is needed, now what? In this month's webinar, presented by Synergy CEO, Jason D. Lazarus, you will learn about the process basics for setting up a set aside including MSA allocations, funding mechanisms for set-asides, post-settlement administration as well as an overview of the process to make sure you close the case compliantly.

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