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...
Industry Education, Financial Products and Concepts Should the National Structured Settlement Trade Association (NSSTA), and its members, be interested in education programs about financial planning products and concepts other than structured settlement annuities – and, if so, why? Addressing this question is part of a series of articles evaluating whether NSSTA needs to re-think and re-design its...
Industry Education and Taxation Potential tax benefits represent both a fundamental advantage of structured settlements and a rationale for considering structured settlement annuities as part of almost any personal injury settlement plan. Virtually every member of the National Structured Settlement Trade Association (NSSTA) and the Society of Settlement Planners (SSP) has a basic understanding of the statutory...
Industry Education and Public Benefits From a structured settlement perspective, a key settlement planning priority is determining how best to integrate structured settlement annuities into a settlement plan to qualify or maintain government benefits – especially “means tested” government benefits. Continuing a series of articles evaluating whether the National Structured Settlement Trade Association (NSSTA) needs to re-think...
Industry Education, Federal Laws and Regulations Since its formation more than 25 years ago, one of the defining characteristics of the National Structured Settlement Trade Association (NSSTA) has been its ability to “punch above its weight” politically. This core competency began with a group of dedicated consultants led by Len Blonder (among others) who retained...
Industry Education and Stakeholder Perspectives Following the Spring 2019 National Structured Settlement Trade Association Annual Conference, The Chronicle promised a series of articles to evaluate whether NSSTA needed to re-think and re-design its educational programming and educational marketing to strategically position structured settlement annuities as the core product within personal injury settlement planning. This article asks: “whether, how and to...
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