The sale of structured settlements

You’ve seen the ads on TV. Cash now. Your former client now wants advice. Here’s what you must know

Shirley K. Watkins

From Issue: 2020 July

Medicare set-aside funds no longer count toward state Medi-Cal eligibility and asset limits

New laws effective July 1 permit disabled persons to keep more assets while still qualifying for Medi-Cal benefits

Patrick Farber
William E. Lindahl, MBA, CLPF

From Issue: 2022 June

Avoiding problems with structured settlements

How to preserve a structured settlement as an option for your client

M. Lawrence Lallande
Karina Lallande
Traci Kaas

From Issue: 2020 April

Special-Needs Trusts

Identifying clients on means-tested government benefits during the client intake interview allows counsel to take the necessary steps to preserve those government benefits

Patrick Farber
Cameron Lindahl

From Issue: 2020 February

Do you have a settlement Brain Trust?

From the settlement consultant (broker) to the estate attorney, CPA and financial advisor, clients receiving a large settlement can require a real team to manage it for a lifetime

Traci Kaas

From Issue: 2018 August