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A ‘Family Office’ for the Plaintiff: The Value of a Settlement Planner

It is common to hear lawyers assert: "I haven't done a structure in 10 years." "The defense is providing a broker." "My client wants all of their cash now." "My client just doesn't need a settlement...

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A ‘Family Office’ for the Plaintiff: The Value of a Settlement Planner

It is common to hear lawyers assert: "I haven't done a structure in 10 years." "The defense is providing a broker." "My client wants all of their cash now." "My client just doesn't need a settlement...

View Article

Update: The SMART Act Passes in the House

Note: The entry below was originally posted on November 1, 2012. On December 19, 2012, the SMART Act (H.R. 1063) passed in the U.S. House of Representatives as an amendment of H.R. 1845, the Medicare...

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Update: The SMART Act Passes in the House

Note: The entry below was originally posted on November 1, 2012. On December 19, 2012, the SMART Act (H.R. 1063) passed in the U.S. House of Representatives as an amendment of H.R. 1845, the Medicare...

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Medicare Set-Asides: What an Allocation Firm May Not Tell You

Allocation firms have extensive knowledge of the ever-changing regulations surrounding Medicare. For those individuals who have received settlements in Workers' Compensation or liability cases,...

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Medicare Set-Asides: What an Allocation Firm May Not Tell You

Allocation firms have extensive knowledge of the ever-changing regulations surrounding Medicare. For those individuals who have received settlements in Workers' Compensation or liability cases,...

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What is a Legally Appointed Guardianship–and When Is It a Practical Option?

When an individual suffers a catastrophic injury, there are three main vehicles for protecting that individual's resources: trusts, structured settlements, and guardianship arrangements. If a child or...

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Update: President Obama Signs the SMART Act Into Law

Note: The entry below was originally posted on November 1, 2012. On January 10, 2013, President Obama signed the SMART Act into law. A big thank you and congratulations to all those who provided...

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Implications of the American Taxpayer Relief Act

At the beginning of January, Congress passed H.R. 8, the American Taxpayer Relief Act (ATRA). If your clients elect to take their settlement recovery in a lump sum payment, that influx of income could...

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Mass. Academy of Trial Attorneys Launches EndDD Program

Massachusetts Academy of Trial Attorneys (MATA) will be holding a kickoff on Monday, February 4th for End Distracted Driving (EndDD). The event will be held at the Gardner Auditorium at the...

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Silent Partner: How Much of Your BP Claim Will Go to the IRS?

Those affected by the Deepwater Horizon Oil Spill have experienced job loss, home loss, injury and sickness. In March 2012, BP reached a $7.8 billion settlement intended to cover these losses. The...

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The Importance of Supporting Civil Justice Organizations

Next week, my business partner and I will celebrate our ten-year partnership with the New York State Trial Lawyers’ Association (NYSTLA). As we approach this milestone, I’m reminded of the importance...

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Disabling Cell Phones: The Solution to Distracted Driving?

The movement to end distracted driving has been gaining steam lately. Statewide trial lawyer associations in Massachusetts , Rhode Island, and New York have pushed for statewide efforts to combat...

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Funding a WCMSA: Lump Sum vs. Structured Arrangement

Last week, the Centers for Medicare and Medicaid Services released a Workers’ Compensation Medicare Set-Aside Arrangement (WCMSA) Reference Guide. The guide provides a good overview of what WCMSAs...

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Choosing a Structured Arrangement to Fund a Medicare Set-Aside

We recently discussed the two options for funding a Medicare Set-Aside—either with a lump sum or a structured arrangement. Utilizing a structured arrangement provides benefits that aren’t realized...

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What is the Purpose of Litigation?

“The welfare of each of us is dependent fundamentally upon the welfare of all of us[...]” – Theodore Roosevelt I have been inspired recently by the American Association for Justice's Take Justice Back...

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Silent Partner: How Much of Your BP Claim Will Go to the IRS?

Those affected by the Deepwater Horizon Oil Spill have experienced job loss, home loss, injury and sickness. In March 2012, BP reached a $7.8 billion settlement intended to cover these losses. The...

View Article


The Importance of Supporting Civil Justice Organizations

Next week, my business partner and I will celebrate our ten-year partnership with the New York State Trial Lawyers’ Association (NYSTLA). As we approach this milestone, I’m reminded of the importance...

View Article

Disabling Cell Phones: The Solution to Distracted Driving?

The movement to end distracted driving has been gaining steam lately. Statewide trial lawyer associations in Massachusetts , Rhode Island, and New York have pushed for statewide efforts to combat...

View Article

Funding a WCMSA: Lump Sum vs. Structured Arrangement

Last week, the Centers for Medicare and Medicaid Services released a Workers’ Compensation Medicare Set-Aside Arrangement (WCMSA) Reference Guide. The guide provides a good overview of what WCMSAs...

View Article
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