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 ...

Podcast

Settlement Nation Special Edition: How Does Reinsurance Work?

Do you have questions about how reinsurance works in general, or specifically the reinsurance agreement between Hannover Re US ...

Pre-NSSTA Structured Settlement History

Congratulations to the National Structured Settlement Trade Association (NSSTA) which will be celebrating its 35th Anniversary as ...

Podcast

Settlement Nation Episode 19: Inside 30 Years as a Civil Rights Lawyer

In this episode of Settlement Nation I chat with James DeSimone, the founder of V. James DeSimone Law.

Podcast

Settlement Nation Episode 18: Billion Dollar Trials - Aimee Wagstaff

In this episode of Settlement Nation we chat with Aimee Wagstaff, the founding partner of Andrus Wagstaff.

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 ...

Podcast

Settlement Nation Episode 17: Trial Tactics & Trusting the Jury

In this episode of Settlement Nation we sit down with Brett Turnbull, the Founding partner of The Turnbull Law Firm, with offices ...

Podcast

Settlement Nation Episode 16: Why the Work Always Wins

In this episode of Settlement Nation we sit down with Olivier Taillieu, a partner of The Dominguez Firm and a distinguished and ...

Let's Talk About: Privacy of Medical Records and Personal Data

During a discussion of “Life Company Basics” featured as part of the recent Society of Settlement Planners (SSP) virtual 2021 ...

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 ...

Podcast

Settlement Nation Episode 15: Bethany Schneider

In this episode of Settlement Nation we chat with Bethany Schneider, a trial attorney and the founder of Schneider Injury Law.

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 ...

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 ...

Podcast

Settlement Nation Episode 14: Greyson Goody

In this episode of Settlement Nation we sit down with Greyson Goody, a partner and senior trial attorney at The Simon Law Group, ...

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 ...

Podcast

Settlement Nation Episode 11: Jason Neville & Jakob Norman

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

Podcast

Settlement Nation Episode 10: Arash Homampour

In this episode of Settlement Nation we chat with Arash Homampour, a trial attorney and the owner of the Homampour Firm in ...

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 ...

Podcast

Settlement Nation Episode 9: Jim Avery

In this episode of Settlement Nation we chat with Jim Avery, a plaintiff attorney and the owner of Avery Injury Law in Missouri. ...

ABLE Accounts

IRS Publishes Final ABLE Regulations

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

Podcast

Settlement Nation Episode 6: Keith Bruno

In the first of this two-part series on Settlement Nation, we chat with with Keith Bruno, a trial attorney with Carpenter, ...

Legs & Regs

Re-cycled Structured Settlement Payment Rights

Historically, most investors who purchase structured settlement payment rights from factoring companies are sophisticated ...

Podcast

Settlement Nation Episode 4: Megan Hottman

This episode of Settlement Nation we chat with with Megan Hottman, a powerhouse health and wellness advocate, cycling enthusiast, ...

Case Study

Case Study: Catastrophic Injury

A mother and her five-year-old son were in a car accident in 2018 and both suffered extensive injuries.

Podcast

Settlement Nation Episode 3: Brian Ward

This episode of Settlement Nation we chat with with Brian Ward, an attorney with Carpenter, Zuckerman & Rowley (CZ&R) out ...

ABLE Accounts

Comparing the Advantages: ABLE Accounts vs. Special Needs Trusts

The COVID-19 pandemic and near zero long term Treasury rates have required both structured settlement professionals and ...

Podcast

Settlement Nation Episode 2: Grant Lawson

This episode of Settlement Nation is a discussion with plaintiff attorney Grant Lawson, a partner with the Metier Law Firm and ...

Podcast

Settlement Nation Episode 1: Michael Upchurch

The Independent Life team is excited to introduce our new podcast, Settlement Nation! In our inaugural episode, co-host, Chris ...

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 ...

Plaintiff Resources

Reconfirming the Case for Structured Settlements

The Wall Street Journal published an article on June 12, 2020 highlighting a fundamental reason why structured settlements are ...

E-Book

Misconceptions Attorneys Have About Structured Settlements

Thank you for your interest in our e-book. Our goal is to help dispel any misconceptions attorneys may have about structured ...