By Jason D. Lazarus, J.D., LL.M., CSSC, MSCC 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…
By Guest Author Samantha Webster – Director of Case Management for Synergy Settlement Services 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…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Settlement Solutions National Pooled Trust A person who has both Medicare and Medicaid is commonly referred to as being “dual-eligible.” If you have a client who is dual-eligible, there are special planning considerations which may…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Settlement Solutions National Pooled Trust Personal injury cases involving minors can be the most heartbreaking and presents difficult decisions about what to do with the settlement money. Unlike settlements involving adults, who have many choices…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Settlement Solutions National Pooled Trust If your client has public benefits, you have probably identified that there could be injury-related liens which must be addressed, or the need for a Medicare Set-Aside, but that is…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Settlement Solutions National Pooled Trust If you have a client on government benefits, you probably already identified the need for a special needs trust (SNT), but helping your client translate that need into a solution…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Settlement Solutions National Pooled Trust Clients with public benefits often face a conundrum as their case settles: after years of litigation, they are finally receiving funds which they desperately need, but receipt of those funds…
By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC Imagine you just settled a personal injury case for John Doe, who is married to Jane. John has a significant brain injury and there are questions of competency. John was injured on the job but had a…
By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC The following is adapted from The Art of Settlement. Jan Smith was the victim of medical malpractice at a hospital. Jan was in her early forties when she decided to have elective surgery on her back for…
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services Helping a client plan for their post-settlement life can be complicated, especially if they have significant future medical expenses. Whether your client struggles with managing money or just wants the peace of…
