Business as Usual… is No Longer Business as Usual
PLANNING CHECKLIST #7
by Rick Bishop
Principal, Settlement Planners
Let’s face it, over the last several years the settlement process has become increasingly complex, making it more difficult than ever for attorneys to close cases. The time has never been better for comprehensive Settlement Planning.
Settlement planning addresses issues before they become a problem:
- Lien Resolution
- MSA Planning
- Special needs trusts | Blended Trusts
- Tax Planning
Settlement Planning is a profession that focuses on helping claimants meet their financial goals. Our planners work with the injured party to create a comprehensive and integrated settlement plan focused on meeting the unique needs of each claimant. We also strive to preserve assets through coordination with other benefits such as Medicaid and Medicare and by prudent estate planning.
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