New Innovative Products and Enhancements Brought to the Structured Settlements Market
March 16, 2022
Anthony F. Prieto, Jr., CFP® & Samantha Webster
Since 1983, structured settlements have become a frequently employed solution to protect personal injury settlements for the benefit of injury victims and their families. Over time as structures became …
An Examination of the Role of Structured Settlements in Funding Medicare Set-Asides
March 14, 2022
Rasa Fumagalli JD, MSCC, CMSP-F & Samantha Webster
Many Medicare Set-Aside (MSA) arrangements today are funded with structured settlements. There are some very good reasons for doing so, which are discussed below. However, it is critical to …
Settlement Planning Opportunities: When Liens are Reduced or Eliminated, Don’t Forget to Explore Options for the Savings
February 17, 2022
Samantha Webster & Teresa Kenyon
Synergy has successfully reduced the lien asserted against your client’s settlement. It is great news! Because Synergy has reduced the lien, the injured party will net more money from their settlement than …
Saving a Settlement
February 8, 2022
Rasa Fumagalli JD, MSCC, CMSP-F
Most workers’ compensation attorneys have probably encountered a CMS WCMSA determination that is higher than the original Workers’ Compensation Medicare Set-Aside proposal that was submitted for review. A higher WCMSA determination post …
Structured Settlement Annuities are a Great Solution for any Minor’s Settlements
January 13, 2022
Samantha Webster
Structured settlement annuities have long been recommended to aid those with catastrophic personal injuries in planning for their future. Using IRC Section 130 0F[i] periodic payments from a structured settlement annuity to fund Medicare …
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 …
Structured Settlements: Maximizing Settlement Dollars in Personal Injury Cases
By: Joanna Wynes, J.D., Partner Planner
The primary goal of a plaintiff’s attorney in a personal injury or workers’ compensation action is to achieve the greatest possible financial recovery given the facts and circumstances of the case. Once there is …
Understanding Structured Settlements and Medicare Set-Asides
October 14, 2021
Settlement – What to Consider for a Medicare Set-Aside (MSA)
When settling a case involving a current Medicare beneficiary and before finalizing, it is important to understand what actions need to be taken to consider …
The Economics Behind the Highest Paying Structured Settlements
September 30, 2021
Josh Pettingill, MBA, MS, MSCC
All structured settlements are not created equal. There is a strong possibility you are leaving money on the table for your client with your existing settlement consultant or worse, relying on the …
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 …
