Calling Early vs. Calling Late in the Case -It can Doom Your Best Intentions
I received a panic phone call the other day from a P.I. attorney that we have worked with for over 20 years. He was at mediation with his client and, as so often happens, the other side made an offer of settlement that included future (structured) payments.
This set off a mad rush [...]
Qualified Settlement Funds -A MECHANISM WHOSE TIME HAS COME.
View this informative article by Robert W. Wood, published in the Los Angeles Daily Journal, July 23, 2009. “Whatever you choose to call it, a Qualified Settlement Fund, called a QSF or a Section 468B trust, is a flexible distribution mechanism…[that] can make the settlement process smoother, more efficient and much more closely tailored [...]
Legal Broadcast Network Interviews Jack Meligan
Legal Broadcast Network (LBN) founder Mark Wahlstrom interviews Jack Meligan about his company (SPI), and they discuss the financial crisis and the annuity markets.
(click the triangular button to play the video)
Structuring Attorney Fees – To Fee Or Not To Fee…
Over the past 10 years, more and more attorneys are turning to Attorney Fee Structures to help them reach their financial planning goals. In this short video, Jack Meligan discusses different strategies attorneys may consider for structuring their attorney fees.
Stipulation of Settlement Language – Protecting The Claimant at Mediation
At mediation defendants like to try and force your clients to make decisions about Structured Settlements that will affect the rest of their lives, before your clients have had the chance to meet with their own expert and understand the pro’s and con’s.
Here is a simple strategy that enables you to take control and preserve [...]
The “Pacheco Case” – Quick Case Study
This case in New Mexico brought to light one of the tactics used by the defense to try and control the direction and flow of the injury victim’s settlement dollars. In this case, a casualty company tried to force the personal injury claimant to take a Structured Settlement annuity from THEIR wholly owned life [...]
New Defense Ploy to Control Injury Victim’s Settlement Dollars
What’s that old saying, “If it sounds too good to be true, it probably is to good to be true”?
Watch this short video and educate yourself on the latest defense tactic designed to get you to let down your guard when it comes to protecting your client and limiting your liability.
(press play to start the [...]
Using HIPAA to Stop Abuse of Tort Victims During Settlement Negotiations
Recently a plaintiff attorney that we have worked closely with on multiple personal injury settlements had a case involving a situation where the defense abused the tort victims rights according to HIPAA.
In this video, I discuss this specific situation and give you specific ways that you can protect your client from abuse like this during [...]
Negotiation Considerations and Conflicts of Interest in Structured Settlements
As you know, there are inherent conflicts of interest involved in Structured Settlement cases.
For over 20 years, my company and I have been educating Attorneys and Plaintiffs on the importance of seeking assistance from a Plaintiff Loyal Settlement Planner to ensure their interests are protected.
Recently, I came across one of my first articles on this [...]




