PLANNING CHECKLIST #3
by Rick Bishop
Principal, Settlement Planners
When it comes to financial settlements, not everyone needs a structured annuity. But everyone could benefit from utilizing a settlement plan.
Our settlement planning checklist ensures that every client has access to a wide range of financial options along with expert guidance to make the right choice.
Under HIPAA, it is the obligation of a “covered entity” or a “business associate” of that entity to protect private medical information. Failure to do so is a violation of patient rights and a potential liability for plaintiff attorneys.
Our Settlement Planning Checklist carefully manages and documents medical records disclosures associated with your client’s claim — protecting you and your client.
Find out how we help can you manage risk while protecting your client. Call today. 800-727-3885.
The Settlement Checklist Series:
ITEM #1: THE LETTER OF ACKNOWLEDGEMENT
ITEM #2 THE FULL MARKET SURVEY
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