Business as Usual… is No Longer Business as Usual

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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 #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!