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Future Financial Planning for People with Disabilities - Part 3

The National Leadership Consortium on Developmental Disabilities (NLCDD) at the University of Delaware has published a new National Study (Study) titled “Future Financial Planning for People with Disabilities” on its website that should be required ...

Future Financial Planning for People with Disabilities - Part 3

The National Leadership Consortium on Developmental Disabilities (NLCDD) at the University of Delaware has published a new ...

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 ...

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 ...

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 ...

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 ...

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.

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 ...

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 ...

Knowledge Network

Defining Income: IRC vs. SSA

Every structured settlement and settlement planning professional is presumably well-familiar with the Internal Revenue Code ...

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 ...

Public Benefits

Celebrating 30 Years of the ADA

July 26 marks the 30th anniversary of the enactment of the Americans with Disabilities Act of 1990 (ADA).

Industry News

The Gargan Case: Is the U.S. Government a Victim or a Perpetrator?

The United States Department of Justice announced last week that Joseph E. Gargan, a scion of the Kennedy family and former Chief ...

E-Book

Free Download: 4 Reasons to Consider a Structured Settlement

Thank you for your interest in our e-book, "4 Reasons to Consider a Structured Settlement." We understand that people rarely have ...

Plaintiff Resources

How Can Public Benefits Supplement Your Structured Settlement?

One of the first steps every personal injury plaintiff should take following an accident, with the assistance of your attorney or ...

Knowledge Network

An Analysis of the Updated ABLE POMS Guidance

The Social Security Administration (SSA) has published updated Program Operation Manual System (POMS) guidance for Achieving a ...

Structured Settlements

Settlement Trusts + Structured Settlements = Settlement Planning?

Once considered a competitive product, most structured settlement professionals and settlement planners now view settlement ...

Public Benefits

ABLE Accounts: The Direct Funding Debate

Without more specific legal authority, many plaintiff attorneys, special needs attorneys and settlement planning professionals ...

What is the ABLE Act?

Known as the “Achieving a Better Life Experience Act of 2014,” the

Public Benefits

Are ABLE Accounts a Growth Opportunity for Structured Settlements?

The ABLE Act together with the state ABLE programs now offer settlement and judgment payees an important new solution