The Essentials of Settlement Planning

A 12-PART WEBINAR SERIES

In this 12-part webinar series, we'll be diving into everything you need to know about settlement planning from the nation's leading experts.

  • + Gain a comprehensive understanding of the different aspects of settlement planning.
  • + Get the latest information about the intersections of settlement and special needs planning.
  • + Grab tips and resources for finding the right professionals to add to your settlement planning team.

Read more

This webinar series is designed for anyone who would like an overview of settlement planning.

Those who currently provide financial or legal settlement planning may find valuable information about the intersections with special needs planning.

For special needs planners who are interested in learning how to add settlement planning to their legal or financial practice, attendees will gain a comprehensive overview of the field and tips for finding the right professionals to add to their settlement planning team.

Those who currently provide both special needs and settlement planning will find a valuable review in each aspect of settlement planning and advice from leading experts.


WEBINAR SERIES PRICING:

 Free for ASNP Members

Non ASNP Members:
$995 for all 12 webinars
$95 for each individual webinar


PAST WEBINARS

Working with and Marketing to Trial Attorneys

Jason Lazarus
Scott MacDonald
Now Available on Video
(Recorded on March 18th, 2015)


Settlement planning is a challenging and rewarding area of practice. One of the more challenging aspects is working with and marketing to trial attorneys. This seminar will discuss the unique challenges that arise when working with the trial att... Read More


Income Tax Planning for Litigation Recoveries

Jeremy Babener
Now Available on Video
(Recorded on March 4th, 2015)


The federal tax treatment of litigation settlements or judgments and related legal fees can have a significant impact on the net value of a settlement or award. Ideally, tax consequences should be considered from day one of the litigation proces... Read More


Lien Resolution - Medicare and Medicaid

Josh Brothers
Now Available on Video
(Recorded on February 18th, 2015)


Medicare and Medicaid include subrogation and lien rights that are typically superior to any other interest on a settlement or judgment proceeding. This seminar will discuss Medicare and Medicaid's right to recover from a plaintiff's litigation ... Read More


Lien Resolution - ERISA and Private Liens

David Place
Now Available on Video
(Recorded on February 4th, 2015)


An ERISA health plan or private health plan may attempt to seize a portion of the settlement amount - or, in some cases, the entire settlement - to cover the medical benefits it has distributed on behalf of the plaintiff. This seminar will discu... Read More


Understanding and Using Qualified Settlement Funds (QSF)

Now Available on Video
(Recorded on January 21st, 2015)


Qualified Settlement Funds (QSFs) are tax qualified trusts for litigation settlement proceeds. They are relatively easy to establish, and offer unparalleled tax and structural benefits. Defendants obtain an immediate tax deduction and full relea... Read More


Establishing and Administering Medicare Set-Aside Arrangements

Jason Lazarus
Now Available on Video
(Recorded on January 7th, 2015)


The Medicare Secondary Payor Act applies to third party liability situations in which the settlement or award includes payment for future medical expenses. If Medicare determines that the injured party will have future medical expenses then a Me... Read More


Comprehensive Settlement Financial Planning - The Needs Based Approach

Scott MacDonald
Now Available on Video
(Recorded on December 17th, 2014)


It is important that the settlement planner understand the lifetime financial needs of a plaintiff. This is especially important for the plaintiff with a disability. Plaintiff and Special Needs Attorneys should consult with a special needs finan... Read More


Settlement Financial Planning - Critical Considerations in Using Structured Settlements

Jack Meligan
Now Available on Video
(Recorded on December 3rd, 2014)


Structured settlement annuities are an integral part of many settlement plans. A structured settlement is a future periodic payment arrangement that is made a part of a personal injury settlement. Under Section 104(a)(2) of the Internal Revenue ... Read More


Settlement Planning Using the Affordable Care Act and Medicaid Expansion

Now Available on Video
(Recorded on November 12th, 2014)


The implementation of the Affordable Care Act (ACA) presents new challenges and opportunities for plaintiffs with disabilities who receive a litigation recovery. In the past, preservation of public benefits was essential for the ongoing care of ... Read More


Settlement Planning for Person without Special Needs: Using Settlement Trusts and Alternatives

Anthony Prieto
James Creel
Now Available on Video
(Recorded on October 29th, 2014)


If public benefits are not at issue, but the plaintiff requires assistance with managing financial assets because of lack of sophistication, unfamiliarity with managing assets, or questionable capacity, the settlement planner should be familiar ... Read More


Settling the Person with a Disability's Lawsuit: Using (d)(4)(A) and (d)(4)(C) Special Needs Trusts

Sharon Pope
Now Available on Video
(Recorded on October 15th, 2014)


Many public benefits that are available to persons with disabilities, such as Supplemental Security Income (SSI) and Medicaid, place limits on income and certain types of assets. Exceeding such limits can lead individuals to lose benefits. There... Read More


Adding and Building a Settlement Planning Practice

Now Available on Video
(Recorded on October 1st, 2014)


Settlement planning is the process of ensuring that a plaintiff who has a significant disability, lacks capacity, or has a complex financial situation will receive his or her litigation proceeds in such a way that it fully enhances his or her qu... Read More