Structured Settlements in Complex Claims: Integrating MSAs, Special Needs Trusts, and Attorney Fee Deferrals
Recording of a 90-minute CLE video webinar with Q&A
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.
Outline
- Introduction to structured settlement annuities
- Use of structured settlements in worker’s compensation claims
- Medicare set-asides (MSAs) and structured annuities
- Structured settlements in catastrophic injury claims
- Special considerations: minors, incapacitated adults, and special needs trusts
- Qualified settlement funds (QSFs) and structuring
- Attorney fee deferrals using structured settlements
- Specimen contract and application review
- Practical case studies and settlement scenarios
- 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
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
Mr. Krause is the President of Krause Capital, Inc. and Structured, LLC. He is a registered representative of FINRA and a registered investment advisor with the SEC. Mr. Krause consults on issues related to resolving mass torts, class actions and complex insurance claims. He is an expert on 468B Qualified Settlement Fund administration, structured settlement annuities and Trust administration. Recently, Mr. Krause has consulted on the NFL Concussion Settlement and the Dr. Larry Nassar – Michigan State University Settlement, where he provided advice on how to allocate settlement proceeds to claimants seeking to protect both their government benefits eligibility and settlement proceeds from future creditors.
Close
Hyram M. Montero, Esq.
Attorney
Montero Law Center
Mr. Montero is a graduate of Loyola University of Chicago and The John Marshall Law School. He was admitted... | Read More
Mr. Montero is a graduate of Loyola University of Chicago and The John Marshall Law School. He was admitted to the Illinois and Florida Bars in 1980 and 1982, respectively. Mr. Montero is also admitted to practice in the U.S. District Court for the Northern District of Illinois, the U.S. District Court for the Southern District of Florida and the U.S. District Court for the Middle District of Florida. For over thirty years, he has devoted himself to representing plaintiffs in complex personal injury and wrongful death cases, including traumatic brain injury cases. Mr. Montero has tried over 350 jury trials and 200 non-jury trials during his career. He is recognized in the International Who’s Who of Professionals. Mr. Montero is licensed in both Florida and Illinois. His professional affiliations include the American Bar Association, American Justice Association, The Florida Bar Association, Florida Justice Association, The Illinois Bar Association, Illinois Justice Association, Broward County Bar Association, Broward County Justice Association, Cuban American Bar Association, and Broward County Hispanic Bar Association where he served as president during 2006-2007. Mr. Montero is also a member of the Million Dollar Advocates Forum, which recognizes excellence in advocacy and limits its membership to trial lawyers who have achieved verdicts, awards, or settlements in an amount of $1,000,000.00 or more. He has also been recognized by the National Board of Trial Advocacy as a Board Certified Civil Trial Advocate for his special knowledge, skills and proficiency as a civil trial lawyer.
Close