WTLA + Synergy

Hello!

It was nice meeting you at the WTLA Winter Ski Seminar. Here is a link to my presentation:

Pooled Trusts for Public Benefit Preservation & Settlement Planning, Jason Lazarus, CEO Synergy Settlement Services

More about Jason

Synergy is a national settlement services company, consistently protecting litigants and their attorneys with expert solutions to complex problems. Synergy can help your firm navigate through the complexities that arise at settlement such as lien resolution, Medicare Secondary Payer compliance and public benefit preservation. Our experts can provide advice regarding complex settlement planning issues along with strategies to defer taxation of contingent legal fees. We help maximize and protect the recovery you have fought so hard to obtain for your client. If you would like to discuss a case, please fill out the form and we will contact you within 24 hours.

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Ready to schedule a consultation?

The Synergy Settlements team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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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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