Settlement Planning… When Can There Be Too Much Of A Good Thing?
Can there be too much of a good thing when it comes to planning the financial aspects of your clients settlement?
There sure can be.
In this short video Jack explains how placing too much of a claimants proceeds into Structured Settlement Annuities can be a bad thing and how too much placed into managed […]
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 […]
What is medical underwriting, and why is it helpful to obtain a “rated age”?
ANSWERS TO 4 COMMONLY ASKED QUESTIONS
What is medical underwriting, and why is it helpful to obtain a “rated age”?
Medical underwriting is the process annuity companies use to evaluate the remaining life expectancy of an injured or medically impaired prospective annuitant. Life insurance companies offering lifetime annuities will evaluate an injured party’s medical records in an […]
Medicare Set-Aside Arrangements for Third Party Settlements
While we have all heard about MSA’s for worker’s compensation cases, 3rd Party Liability Settlements are becoming an increasing area of interest for CMS (Centers for Medicare & Medicaid Services).
You may not yet be aware, but on December 29, 2007, President Bush signed the Medicare Medicaid and SCHIP Extension Act of 2007 (“2007 Extension Act”), which […]
Structured Settlements for Wrongful Termination
Using Structured Settlements to Effectively Help Those in a Wrongful Termination Case
When most people initially think of a Structured Settlement they immediately think of a personal injury case. While Structured Settlements are mainly used in personal injury type cases, they are also extremely effective in other situations such as Wrongful Termination cases.
If you are a […]
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 […]
Darer’s Ark Runs Aground
“I never represented that I never, ever took a fee.” - John Darer, Structured Settlements 4-Real, December 14th, 2007.
(Exactly, John. Exactly my point…)
So answers John Darer of Structured Settlements 4 Real and builder of “Darer’s Ark” (aka: the Structured Settlement Clean Vendor List) to my allegation that John intended to deceive when he wrote his […]
Darer’s “Ark”? What A Hypocrite!
Rick Bishop and I (and we assume most of the structured settlement brokers and settlement planners in the country) received the most incredible email from John Darer of 4 Structures.com two weeks ago.
In case you haven’t seen it, here’s a copy of the email:
From: Structures@aol.com [mailto:Structures@aol.com]
Sent: Thursday, November 29, 2007 4:56 PM
To: rbishop@structurepro.com
Cc: Meligan@settlepro.com
Subject: Greetings
http://structuredsettlements.typepad.com/structured_settlements_4r/
2007/11/cleaning-up-the.html
Rick/Jack,
Sadly I’ve […]
Structured Settlement Approved Lists - Bad for plaintiffs and plaintiff attorneys
Approved lists - Why they are BAD FOR CLAIMANTS and worse for plaintiff attorneys
Do you know about approved lists and how the defense uses them to limit the choices of your client? These 3 brief video clips explain structured settlement approved lists and show you what you need to do to protect yourself as a […]
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 […]
Structured Settlement Case Studies - Two Successful Case Studies
Understanding the value of utilizing a Plaintiff’s Structured Settlement Specialist is the first step in adding a vital new component to your services.
Developing successful strategies for introducing this service into your proceedings is the difficult next step.
Here are a few tactical approaches to consider, and two recent case studies where the approach worked. I believe […]
Constructive Receipt Doctrine - Questions and Answers
- by Broberck Phleger & Harrison
Q. What is “Constructive Receipt?”
A. It’s a doctrine that taxes income before the income is actually received. The two other doctrine tax income are the “actual receipt” doctrine (i.e., you really receive it) and the “economic benefit” doctrine (not applicable to structured settlements).
Q. Where can I find the doctrine in […]
Trial Lawyers! - Long-Tail liability for personal injury lawyers
Settlement Professionals Inc. Fast Facts 11, 2004
Are defendants saddling YOU with potential “long-tail” liability in YOUR settlements, both cash and structured? What EXPOSURE do YOU have?




