Structured Settlements and Deferred Attorney Fees
Leveraging Structured Arrangements to Protect the Client, Facilitate Case Resolution, and Provide Tax-Deferred Benefits for Counsel
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Tuesday, March 1, 2011
Recorded event now available
This CLE webinar will provide a review of structured settlements, including 468B QSFs, and tax-deferred options for attorney contingency fee payments. The panel will explain how to use structured settlements to advance resolution of the litigation, protect the client, and provide tax benefits to contingency counsel.
Description
Structured settlements are tax efficient, protect the recipient’s assets and prevent loss of money through poor investments. While structured settlements can be flexible, terms need to be resolved prior to signing the settlement agreement and they must be set up properly to meet IRC requirements.
Qualified settlement funds are tax qualified trusts for litigation settlement or judgment proceeds. QSFs can be instrumental for both plaintiff and defense counsel and to get complex litigation resolved. These trusts must meet state trust formation laws as well as IRS code requirements.
Structured attorneys fees allow counsel to defer receipt of contingent fees so that the fees are taxable only when received. These annuity payments cannot be accelerated, deferred or pledged as security, so early and careful planning for timing and amount received is critical.
Listen as our authoritative panel of attorneys and structured settlement specialists guides you through the various structured and qualified settlement arrangements and how these arrangements can be used to advance settlement goals.
Outline
- Structured settlements
- Personal injury cases
- Non-personal injury cases
- Qualified settlement funds
- Structured attorney fees
Benefits
The panel will review these and other key questions:
- How do structured settlements assist counsel in advancing the case toward resolution?
- What is the distinction between structured settlements in physical injury cases v. non-physical injury cases?
- What are the advantages of deferred attorney fee arrangements, and when should counsel consider this option?
Faculty
Brian Michaels,
General Counsel
Brook Hollow Financial, Chicago
Prior to working for Brook Hollow, he worked for Deloitte & Touche as a Senior Tax Manager, specializing in tax consulting for 1031 exchanges and tax planning for high net worth individuals. He also worked as a Senior Vice President of Norwest Bank (Wells Fargo) where he managed personal trusts for the state of Arizona.
Christopher J. Princis,
Senior Vice President
Brook Hollow Financial, Chicago
He was one of the first resources to bring the tenancy in common investment strategy to the Midwest. He also has worked in the qualified intermediary industry, assisting clients with their tax deferral goals. He is also a licensed CE instructor, training real estate professionals, including attorneys, CPA’s, certified financial planners, real estate agents, and mortgage professionals.
Robert W. Wood,
Partner
Wood & Porter, San Francisco
He has extraordinarily broad experience in corporate, partnership and individual tax matters. He has long maintained a corporate tax practice emphasizing general business planning, negotiation and documentation of corporate distributions, divisive and acquisitive reorganizations, financings, recapitalizations, formations and liquidations.
Ordering
Online CLE - Audio Recording
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, GA, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, FL, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, GA, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $127.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
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CLE Credit
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Customer Reviews
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Meridian Advantage
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Clement Law Center
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Clark & Glass, LLP
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Aliza Organick
Washburn University School of Law
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Kenney Shelton Liptak Nowak LLP
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