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Structured Settlements in Complex Claims: Integrating MSAs, Special Needs Trusts, and Attorney Fee Deferrals

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Tuesday, July 22, 2025

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, June 27, 2025

or call 1-800-926-7926
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This CLE webinar will discuss structured settlements, focusing on their usage in complex claims such as Workers’ Compensation with MSAs, catastrophic injuries, and special needs planning.

Description

To best serve their clients, attorneys involved in litigation and claims resolution need to understand when and why to recommend a structured settlement annuity. They then must be able to navigate the process of quoting and issuing structured annuities.

Among other things, this process will require attorneys to evaluate Medicare Set-Aside allocations and understand how to fund them using annuities, address payment of attorneys fees, and understand how to incorporate attorney fee deferrals into the settlement process. In some cases, it is advisable to apply structured settlements in Special Needs Trusts and for minors/incapacitated adults.

Listen as our panelists, including Phillip M. Krause, Managing Partner at Structured LLC, will discuss structured settlements, focusing on their usage in complex claims such as Workers' Compensation with MSAs, catastrophic injuries, and special needs planning.

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Outline

  1. Introduction to structured settlement annuities
  2. Use of structured settlements in worker’s compensation claims
  3. Medicare set-asides (MSAs) and structured annuities
  4. Structured settlements in catastrophic injury claims
  5. Special considerations: minors, incapacitated adults, and special needs trusts
  6. Qualified settlement funds (QSFs) and structuring
  7. Attorney fee deferrals using structured settlements
  8. Specimen contract and application review
  9. Practical case studies and settlement scenarios
  10. Q&A / Interactive discussion

Benefits

The panel will review these and other critical issues:

  • What factors weigh in favor of a structed settlement?
  • What are best practices for quoting and issuing structured annuities?
  • What are the key tax advantages of structured settlements?

Faculty

Krause, Phillip
Phillip M. Krause
Principal
Krause Capital

Mr. Krause is the President of Krause Capital, Inc. and Structured, LLC.  He is a registered representative of...  |  Read More

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Early Discount (through 06/27/25)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

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