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Book Review: What You Can Expect When Expecting a Settlement Assuming you are a professional structured settlement consultant and/or settlement planner, what is the first advice you generally offer to your clients who are expecting a financial settlement? Traci Kaas, an Independent Life agent, who identifies herself professionally as a Certified Financial Transitionist (CeFT), a...

What is a Qualified Settlement Fund? IRC 468B Qualified Settlement Funds (QSFs) provide plaintiff attorneys and their clients with important advantages as a settlement technique for complex personal injury cases. Almost always utilized in mass tort cases, QSFs are also applicable to, and represent the preferred method for settling, many complex single event tort cases....

Responsibilities of Plaintiff Counsel in Structured Settlements As the Mraz case demonstrates, even the most successful and sophisticated trial attorneys aren’t always familiar enough with structured settlement and settlement planning to identify and achieve a “best interest” result for their client. Similarly, the Grillo case points out the potential legal liability for plaintiff attorneys who do not...