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 ...

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 ...

Periodic Payments After Settlement

When Congress passed the Periodic Payment Act of 1982, the stated intent was to provide a secure and steady flow of periodic ...

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

A Review of the NSSTA 2021 Annual Conference

NSSTA President Michael Goodman opened the 2021 National Structured Settlement Trade Association Conference, hosted virtually May ...

Soldiers vs. Scouts: The NSSTA 2021 Annual Conference

In her new book titled “The Scout Mindset”, author Julia Galef, co-founder of the Center for Applied Rationality, utilizes a ...

Settlement Planning

Let's Talk About: Judges, Mediators and Settlement Planning

Judges and mediators play important, but distinctive, roles in settlement planning. So it may have surprised some attendees that ...

Let's Talk About: A Definition for Settlement Planning

If you market yourself as a “settlement planner”, or even consider yourself a “settlement planner”, how do you define “settlement ...

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 ...

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 ...