Future Financial Planning for People with Disabilities – Part 2

A prior Independent Life article (Part 1) summarizes key elements of a new National Study (Study) titled “Future Financial ...

Future Financial Planning for People with Disabilities – Part 1

One of the highlights of the recent Stetson 2021 National Conference on Special Needs Planning and Special Needs Trusts was a ...

Factoring Problems and Solutions – Part 2

When the National Structured Settlement Trade Association (NSSTA) supported enactment of IRC Section 5891 as part of the Victims ...

Structured Settlements and Periodic Payment Judgments Release 70

Since it was first published in 1986, "Structured Settlements and Periodic Payment Judgments" , has provided structured ...

The Patel Memo - Twenty Years Later

Daniel Anders, President of the National MSP Network (NMSP) sent a newsletter last week alerting this writer and other NMSP ...

Expanding ABLE Through Collaboration

Last week, the National Association of State Treasurers (NAST) sponsored its 2021 Treasury Management Training Symposium, which ...

CMS WCMSA Reference Guide Version 3.3

When the Centers for Medicare and Medicaid Services (CMS) published the most recent Version 3.3 of its Workers Compensation ...

Book Review: Investing is Your Superpower

“We can’t become what we need to by remaining what we are.” – Oprah Winfrey

Knowledge Network

Let's Talk About: Approved Lists, Rated Age and Beneficiary Protection

During its three-day 2021 Annual Conference in late February, the Society of Settlement Planners (SSP) hosted 20 separate virtual ...

Structured Settlements and Periodic Payment Judgments Release 69

Because settlements represent voluntary agreements, neither plaintiffs nor defendants can be forced to participate in a ...

Industry News

Let's Talk About: Adding Value & Protecting an Attorney's Practice

One of the more intriguing panel discussions scheduled later this week during the Society of Settlement Planners’ (SSP) 2021 ...

Industry News

Let's Talk About: Structuring Attorney Fees

Plaintiff attorneys are continuing to gain an understanding of the benefits of structuring their attorney fees, a unique tool, ...

Press Release

Independent Insurance Group LLC Announces New Signing

JACKSONVILLE, Fla., Feb. 8, 2021 /PRNewswire/ -- Independent Insurance Group LLC ("Independent Group") announced today the ...

Industry News

Let's Talk About Factoring

Continuing a series of articles previewing selected topics at the upcoming Society of Settlement Planners’ (SSP’s) virtual 2021 ...

Industry News

Let’s Talk About: Mass Torts and Structured Settlements

Upon reviewing the agenda for the Society of Settlement Planners (SSP) 2021 Annual Conference there is one session that falls ...

Press Release

Independent Insurance Group LLC acquires Sterling National Life

JACKSONVILLE, Fla., Jan. 25, 2021 /PRNewswire/ -- Independent Insurance Group LLC ("Independent Group") today announced that it ...

Industry News

Let's Talk About: Suitability and Settlement Planning

The Society of Settlement Planners (SSP) will host its virtual 2021 Annual Conference for February 23-25 and has already ...

Industry News

New Blog Series: Let's Talk About...

Conference season, albeit virtual, has officially kicked off with both the Society of Settlement Planners (SSP) and the National ...

Podcast

Settlement Nation Episode 12: Jason Neville & Jakob Norman

In part two of this multiple part series of Settlement Nation, Courtney Barber chats with Jason Neville from the Spence Law Firm ...

ABLE Accounts

IRS Publishes Final ABLE Regulations (Part 2)

Since The ABLE Act created IRC 529A in 2014, 49 states have passed legislation to implement ABLE and ABLE accounts have become ...

ABLE Accounts

IRS Publishes Final ABLE Regulations

The Internal Revenue Service (IRS) has published final regulations that provide guidance regarding programs under the Stephen ...

NSSTA

NSSTA Virtual Business Meeting and Fall Educational Conference 2020

A five star success! Awesome! Amazing! Blown away!

Structured Settlements and Periodic Payment Judgments Book Release 68

Since it was first published in 1986, "Structured Settlements and Periodic Payment Judgments" (S2P2J), has provided structured ...

Legs & Regs

Griffiths v. Aviva

Perhaps it is not surprising, for a business that results from personal injury claims and lawsuits, that sometimes participants ...

Company News

Independent Insurance Group Hires President and Chief Strategy Officer

Independent Insurance Group (IIG), an innovative insurer whose mission is to improve the lives of victims of serious injury and ...

Podcast

Settlement Nation Episode 5: Jason Lazarus

This episode of Settlement Nation we chat with Jason Lazarus, a legal settlement services expert out of Orlando, Florida.

Non-Qualified

Wrongfully Incarcerated Individuals

The number of exonerations for wrongfully incarcerated individuals has increased for the third year in a row, according to The ...

Industry News

Book Review: The Art of Settlement

Although the personal injury settlement planning profession now offers plaintiff attorneys, and its own members, an increasing ...

Legs & Regs

Allocating Damages to Avoid IRC 6662 Penalties

When a person recovers money for a tort injury committed by another person, an historic source of exclusion of that recovery from ...

Knowledge Network

ABLE Accounts + Structured Settlements, Now a Possibility?

Since The ABLE Act created IRC 529A in 2014, ABLE accounts have become popular financial and settlement planning tools for ...

Attorney Resources

Revisiting the Grillo Case

The Christina Grillo medical malpractice case reached a $2,500,000 settlement in Texas in 1990 – thirty years ago. Why is the ...

Knowledge Network

Uniform Periodic Payments of Judgments Act: Conclusion

In retrospect, the failure of the National Structured Settlement Trade Association (NSSTA) to support the Uniform Periodic ...