The Letter of Acknowledgment

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PLANNING CHECKLIST #1

by Rick Bishop
Principal, Settlement Planners

When it comes to financial settlements, not everyone needs a structured annuity, but everyone could benefit from a detailed settlement plan.

Our Settlement Planning Checklist ensures that every client has access to a wide range of financial options along with the expert guidance to make the right choice.

One key element of every settlement plan is the signed letter of acknowledgment – a document that describes the process and the client’s participation, ultimately protecting the plaintiff attorney from settlement liability.

To find out more about how we can help you navigate this surprisingly complex area of your practice, call today for a free consultation: 800-727-3885.


The Settlement Checklist Series:

ITEM #1: THE LETTER OF ACKNOWLEDGEMENT

ITEM #2 THE FULL MARKET SURVEY

ITEM #3: HIPAA DISCLOSURE

ITEM #4: UNDISCLOSED AFFINITY ARRANGEMENTS

ITEM #5: GET THE FACTS ON MEDICARE SET ASIDES

ITEM #6: THE ADVANTAGES OF STRUCTURED ATTORNEY FEES

ITEM #7: BUSINESS AS USUAL… IS NO LONGER BUSINESS AS USUAL

ITEM #8: SOLVING THE SETTLEMENT MAZE

ITEM #9: Five Questions You Should Ask Before Consulting a Settlement Planner

ITEM #10: MSA Risk? Help is Here!