Podcasts
How Employment Attorneys Can Dramatically Increase Their Clients After-Tax Net Recovery
Published: Nov. 26, 2023, 9 a.m.Duration: 19 minutes 57 seconds
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Taxable Damages Cases: How Plaintiff Attorneys Can Double (or Triple) Their Client's After-Tax Net Recovery
Published: Nov. 6, 2023, 9 a.m.Duration: 41 minutes 50 seconds
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Options to Protect Your Client's Medicaid / SSI
Published: Nov. 15, 2021, 9 a.m.Duration: 4 minutes 52 seconds
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How to Establish a Structured Settlement Annuity For Your Client
Published: Nov. 8, 2021, 9 a.m.Duration: 2 minutes 53 seconds
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How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity
Published: Nov. 1, 2021, 8 a.m.Duration: 3 minutes 6 seconds
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Tax Planning Tips for Personal Injury Attorneys
Published: Oct. 25, 2021, 8 a.m.Duration: 3 minutes 20 seconds
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How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?
Published: Oct. 18, 2021, 8 a.m.Duration: 4 minutes 31 seconds
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The Difference Between a Structured Settlement and a Fixed Income Annuity
Published: Oct. 11, 2021, 8 a.m.Duration: 3 minutes 37 seconds
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Fee Deferral Best Practices for Growing Wealth Successfully
Published: Oct. 4, 2021, 8 a.m.Duration: 3 minutes 32 seconds
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When to Recommend a Special Needs Trust for a Settling Client
Published: Sept. 27, 2021, 8 a.m.Duration: 2 minutes 50 seconds
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The Benefits of a Structured Settlement Annuity
Published: Sept. 20, 2021, 8 a.m.Duration: 3 minutes 30 seconds
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What are the Differences Between a 401k Plan and a Deferred Compensation Plan?
Published: Sept. 13, 2021, 8 a.m.Duration: 4 minutes 24 seconds
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What Is the Difference Between a Special Needs Trust and an ABLE Account?
Published: Sept. 6, 2021, 8 a.m.Duration: 3 minutes 12 seconds
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What Happens When a Past Client Decides to Sell Their Annuity?
Published: Aug. 30, 2021, 8 a.m.Duration: 3 minutes 20 seconds
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How to Defer Contingent Legal Fees Using Two Different Funding Vehicles
Published: Aug. 23, 2021, 8 a.m.Duration: 4 minutes 18 seconds
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What Are the Special Needs Trust Distribution Guidelines?
Published: Aug. 16, 2021, 8 a.m.Duration: 3 minutes 24 seconds
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Are Structured Settlement Annuities Taxable?
Published: Aug. 9, 2021, 8 a.m.Duration: 2 minutes 10 seconds
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How to Use Deferred Compensation Plans to Attract and Retain Key Associates
Published: Aug. 2, 2021, 8 a.m.Duration: 2 minutes 55 seconds
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How to Protect Clients From a Large Tax Bill in Taxable Damage Cases
Published: July 26, 2021, 8:02 a.m.Duration: 2 minutes 58 seconds
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How Can Attorneys Protect Clients with Annuities from Factoring Companies?
Published: July 19, 2021, 8 a.m.Duration: 3 minutes 11 seconds
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This Tax Law Allows Personal Injury Attorneys to Defer Their Legal Fees
Published: July 12, 2021, 8 a.m.Duration: 2 minutes 58 seconds
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Who Is Eligible for a Special Needs Trust?
Published: July 5, 2021, 8 a.m.Duration: 3 minutes
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Flow of 1099s When Using a Deferred Compensation Plan
Published: June 28, 2021, 8 a.m.Duration: 1 minute 59 seconds
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An Outsourced Solution to Government Benefits Planning
Published: June 21, 2021, 8 a.m.Duration: 4 minutes 47 seconds
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When to Consider Using a Qualified Settlement Fund
Published: June 14, 2021, 8 a.m.Duration: 3 minutes 31 seconds
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Exploring the Line of Credit Feature of Deferred Compensation Plans
Published: June 7, 2021, 8 a.m.Duration: 2 minutes 16 seconds
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Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case
Published: May 31, 2021, 8:02 a.m.Duration: 2 minutes 41 seconds
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Annuity Alternatives to Structured Settlements
Published: May 24, 2021, 8 a.m.Duration: 3 minutes 50 seconds
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Using Deferred Compensation Plans as a Wealth Transfer Tool
Published: May 17, 2021, 8 a.m.Duration: 2 minutes 39 seconds
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Setting Up a Settlement Trust for a Competent Adult
Published: May 10, 2021, 8 a.m.Duration: 3 minutes 24 seconds
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Issues to Consider before Terminating a Special Needs Trust
Published: May 3, 2021, 8 a.m.Duration: 3 minutes 12 seconds
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Consider Adding this Language to Your Attorney-Client Fee Agreement
Published: April 26, 2021, 8 a.m.Duration: 1 minute 49 seconds
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Why the Affordable Care Act is Great for Plaintiffs
Published: April 19, 2021, 8:02 a.m.Duration: 2 minutes 38 seconds
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The Mechanics of Setting Up a Settlement Trust
Published: April 12, 2021, 8 a.m.Duration: 2 minutes 39 seconds
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The #1 Question I'm Asked About Deferred Compensation Plans
Published: April 5, 2021, 8 a.m.Duration: 2 minutes 53 seconds
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The "4-Bucket" Approach to Settlement Proceeds Planning
Published: March 29, 2021, 8 a.m.Duration: 4 minutes 6 seconds
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How Non-Qualified Annuities Can Reduce Your Client's Tax Bill
Published: March 22, 2021, 8 a.m.Duration: 3 minutes 3 seconds
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When Is It Too Late to Defer Legal Fees on a Case?
Published: March 15, 2021, 8 a.m.Duration: 2 minutes 13 seconds
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Estate Planning Considerations for Settling Plaintiffs
Published: March 8, 2021, 9 a.m.Duration: 3 minutes 22 seconds
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The Menu of Structured Settlement Annuity Payout Options
Published: March 1, 2021, 9 a.m.Duration: 2 minutes 50 seconds
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Attorney Fee Deferrals: Annuities vs. Deferred Compensation Plans
Published: Feb. 22, 2021, 9 a.m.Duration: 3 minutes 58 seconds
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Plaintiff Attorneys & Settling Clients Need Specialized Advice
Published: Feb. 15, 2021, 9 a.m.Duration: 2 minutes 59 seconds
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Maximizing Flexibility and Liquidity in Minor's Cases
Published: Feb. 8, 2021, 9:01 a.m.Duration: 3 minutes 22 seconds
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A Solution to a Typical Plaintiff Attorney's Tax Planning Frustrations
Published: Feb. 1, 2021, 9 a.m.Duration: 3 minutes 7 seconds
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What are the Costs Involved in Setting Up a Special Needs Trust?
Published: Jan. 25, 2021, 9 a.m.Duration: 3 minutes 25 seconds
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What's the Difference Between First Party and Third Party Special Needs Trusts?
Published: Jan. 18, 2021, 9 a.m.Duration: 3 minutes 41 seconds
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Can a Settlement Trust Pay a Parent for Care Provided to a Child?
Published: Jan. 11, 2021, 9 a.m.Duration: 2 minutes 30 seconds
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Can a Client Own a Home and Still Receive Medicaid / SSI?
Published: Jan. 4, 2021, 9 a.m.Duration: 2 minutes 42 seconds
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"Can I Defer My Contingent Fees if I Only Get Small Cases?"
Published: Dec. 28, 2020, 9 a.m.Duration: 2 minutes 36 seconds
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When is a Settlement Protection Trust a Good Idea?
Published: Dec. 21, 2020, 9 a.m.Duration: 3 minutes 2 seconds
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What is the Medicaid Payback Provision in a Special Needs Trust?
Published: Dec. 14, 2020, 9 a.m.Duration: 2 minutes 25 seconds
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Want Millions More in Retirement? Use a Deferred Compensation Plan
Published: Dec. 7, 2020, 9 a.m.Duration: 3 minutes 41 seconds
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Medicaid: When a Settlement May Jeopardize Ongoing Eligibility
Published: Nov. 30, 2020, 9 a.m.Duration: 3 minutes 17 seconds
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Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?
Published: Nov. 23, 2020, 9 a.m.Duration: 1 minute 58 seconds
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The Mechanics of How to Set Up a Special Needs Trust
Published: Nov. 16, 2020, 9 a.m.Duration: 3 minutes 17 seconds
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How Does a Settlement Impact a Client's Medicare Benefits?
Published: Nov. 9, 2020, 9 a.m.Duration: 2 minutes 34 seconds
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Payout Period Overview for Attorney Deferred Compensation Plans
Published: Nov. 2, 2020, 9 a.m.Duration: 2 minutes 53 seconds
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Is a Client Not Returning Your Calls? This Might Be the Problem...
Published: Oct. 26, 2020, 8 a.m.Duration: 2 minutes 31 seconds
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When You Should Consider a Medicare Set Aside for a client
Published: Oct. 19, 2020, 8 a.m.Duration: 3 minutes 40 seconds
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Want to Be Like a Fortune 500 CEO? You Should Do This...
Published: Oct. 12, 2020, 8 a.m.Duration: 2 minutes 24 seconds
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If Your Client Receives SSI, Make Sure to Plan Ahead
Published: Oct. 5, 2020, 8 a.m.Duration: 3 minutes 16 seconds
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How PI Attorneys Can Avoid the Cash Flow Roller Coaster
Published: Sept. 28, 2020, 8 a.m.Duration: 2 minutes 7 seconds
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Special Needs Trusts: Eligibility Requirements and Use Cases
Published: Sept. 21, 2020, 8 a.m.Duration: 2 minutes 15 seconds
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Will Receiving Settlement Impact SSDI?
Published: Sept. 14, 2020, 8 a.m.Duration: 1 minute 50 seconds
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Golden Handcuffs: How to Keep Key Staff Without Giving Up Equity
Published: Sept. 7, 2020, 8 a.m.Duration: 2 minutes 54 seconds
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Is It Ethical to Outsource Lien Resolution and Bill as a Case Cost?
Published: Aug. 31, 2020, 8 a.m.Duration: 2 minutes 33 seconds
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Planning Options When a Client is Not Receiving Government Benefits
Published: Aug. 24, 2020, 8 a.m.Duration: 2 minutes 30 seconds
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Defer Fees With Zero Defense Involvement (and Straight From IOLTA)
Published: Aug. 17, 2020, 8 a.m.Duration: 2 minutes 13 seconds
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Real Talk: Settlement Planners vs. Structured Annuity Brokers?
Published: Aug. 10, 2020, 8 a.m.Duration: 2 minutes 42 seconds
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Does Receiving Funds in an IOLTA Impact Government Benefits?
Published: Aug. 3, 2020, 8 a.m.Duration: 2 minutes 26 seconds
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What if You Need Access to Capital but You've Deferred Legal Fees?
Published: July 27, 2020, 8 a.m.Duration: 2 minutes 39 seconds
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Case Study: What Comprehensive Settlement Planning Looks Like
Published: July 20, 2020, 8 a.m.Duration: 3 minutes 5 seconds
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Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps
Published: July 13, 2020, 8 a.m.Duration: 2 minutes 58 seconds
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My Story How and Why I Became a Settlement Planner
Published: July 6, 2020, 8 a.m.Duration: 5 minutes 21 seconds
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The Mechanics of Setting Up Your Own Private, Deferred Comp. Plan
Published: June 29, 2020, 8 a.m.Duration: 2 minutes 31 seconds
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Don't Send a Client's Settlement Check to a Family Member
Published: June 22, 2020, 8 a.m.Duration: 2 minutes 39 seconds
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When You Need to Worry About Constructive Receipt in PI Cases
Published: June 15, 2020, 8 a.m.Duration: 3 minutes 23 seconds
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Advantages of Using Annuities in Taxable Damages Cases
Published: June 8, 2020, 8 a.m.Duration: 3 minutes 14 seconds
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What Happens When a Special Needs Trust Beneficiary Passes Away?
Published: June 1, 2020, 10 a.m.Duration: 3 minutes 17 seconds
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Minor's Cases: Why a Structured Settlement Can Be a Good Fit
Published: May 25, 2020, 8 a.m.Duration: 2 minutes 33 seconds
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Deferring Your Legal Fees: Annuities Aren't the Only Option
Published: May 18, 2020, 8 a.m.Duration: 2 minutes 34 seconds
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The Difference Between SSDI and SSI (and Why It Matters)
Published: May 11, 2020, 10 a.m.Duration: 3 minutes 13 seconds
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How Medical Underwriting (a Rated Age) Can Help Your Client
Published: May 4, 2020, 10 a.m.Duration: 2 minutes 52 seconds
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What Expenses Can a Special Needs Trust Pay For?
Published: April 27, 2020, 10 a.m.Duration: 3 minutes 26 seconds
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Two Case Studies: When a Structured Settlement May Make Sense
Published: April 20, 2020, 8 a.m.Duration: 2 minutes 48 seconds
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Here's How to Protect Your Clients From "Cash Now" Companies
Published: April 13, 2020, 8 a.m.Duration: 3 minutes 28 seconds
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ABLE Accounts vs. Special Needs Trusts: What You Need to Know
Published: April 6, 2020, 8 a.m.Duration: 3 minutes 4 seconds
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The Mechanics of How to Set Up a Structured Settlement Annuity
Published: March 30, 2020, 8 a.m.Duration: 3 minutes 45 seconds
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Deferring Contingent Legal Fees: Creative Use Cases
Published: March 23, 2020, 8 a.m.Duration: 3 minutes 53 seconds
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What You Need to Know About Interest Rates of Structured Settlement Annuities
Published: March 16, 2020, 8 a.m.Duration: 3 minutes 11 seconds
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When You Should Consider Using a Special Needs Trust for a Client
Published: March 9, 2020, 8 a.m.Duration: 2 minutes 42 seconds
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Basic Options for Allocating a Client's Settlement Proceeds
Published: March 2, 2020, 9 a.m.Duration: 3 minutes 54 seconds
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Why Is It Important to Retain Your Own Settlement Planner?
Published: Feb. 24, 2020, 9 a.m.Duration: 3 minutes 23 seconds
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What is an Attorney Fee Deferral?
Published: Feb. 17, 2020, 9 a.m.Duration: 3 minutes 39 seconds
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When is the Right Time to Bring in a Settlement Planner?
Published: Feb. 10, 2020, 9 a.m.Duration: 3 minutes 4 seconds
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The Tax-Exempt Status of Structured Settlement Annuities
Published: Feb. 3, 2020, 9 a.m.Duration: 2 minutes 33 seconds
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Can Receiving a Settlement Jeopardize a Client's Government Benefits?
Published: Jan. 20, 2020, 1:02 p.m.Duration: 2 minutes 47 seconds
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Settlement Planning for Non-Traditional Clients
Published: Jan. 20, 2020, 1:01 p.m.Duration: 3 minutes 4 seconds
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What is Settlement Planning?
Published: Jan. 20, 2020, 1 p.m.Duration: 3 minutes 36 seconds
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Episode 0 - Introducing the Settlement Planning Tips for Personal Injury Attorneys Podcast
Published: Jan. 19, 2020, 12:59 p.m.Duration: 7 minutes 52 seconds
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