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    Settlement Planning

    Let's Talk About: Judges, Mediators and Settlement Planning

    Judges and mediators play important, but distinctive, roles in settlement planning. So it may have surprised some attendees that ...

    Let's Talk About: A Definition for Settlement Planning

    If you market yourself as a “settlement planner”, or even consider yourself a “settlement planner”, how do you define “settlement ...

    Knowledge Network

    Let's Talk About: Approved Lists, Rated Ages, Beneficiary Protection and Co-Brokering

    During its three-day 2021 Annual Conference in late February, the Society of Settlement Planners (SSP) hosted 20 separate virtual ...

    Let's Talk About: Privacy of Medical Records and Personal Data

    During a discussion of “Life Company Basics” featured as part of the recent Society of Settlement Planners (SSP) virtual 2021 ...

    Industry News

    Let's Talk About: Structuring Attorney Fees

    Plaintiff attorneys are continuing to gain an understanding of the benefits of structuring their attorney fees, a unique tool, ...

    Industry News

    Let's Talk About Factoring

    Continuing a series of articles previewing selected topics at the upcoming Society of Settlement Planners’ (SSP’s) virtual 2021 ...

    Knowledge Network

    Society of Actuaries Structured Settlement Mortality Studies

    Every structured settlement professional is familiar with the term “substandard age rating” as well as the important role more ...

    ABLE Accounts

    IRS Publishes Final ABLE Regulations (Part 2)

    Since The ABLE Act created IRC 529A in 2014, 49 states have passed legislation to implement ABLE and ABLE accounts have become ...

    ABLE Accounts

    IRS Publishes Final ABLE Regulations

    The Internal Revenue Service (IRS) has published final regulations that provide guidance regarding programs under the Stephen ...

    Structured Settlements and Periodic Payment Judgments Book Release 68

    Since it was first published in 1986, "Structured Settlements and Periodic Payment Judgments" (S2P2J), has provided structured ...

    Legs & Regs

    Griffiths v. Aviva

    Perhaps it is not surprising, for a business that results from personal injury claims and lawsuits, that sometimes participants ...

    Legs & Regs

    Re-cycled Structured Settlement Payment Rights

    Historically, most investors who purchase structured settlement payment rights from factoring companies are sophisticated ...

    Non-Qualified

    Wrongfully Incarcerated Individuals

    The number of exonerations for wrongfully incarcerated individuals has increased for the third year in a row, according to The ...

    Legs & Regs

    Allocating Damages to Avoid IRC 6662 Penalties

    When a person recovers money for a tort injury committed by another person, an historic source of exclusion of that recovery from ...

    Knowledge Network

    Defining Income: IRC vs. SSA

    Every structured settlement and settlement planning professional is presumably well-familiar with the Internal Revenue Code ...

    Knowledge Network

    ABLE Accounts + Structured Settlements, Now a Possibility?

    Since The ABLE Act created IRC 529A in 2014, ABLE accounts have become popular financial and settlement planning tools for ...

    Attorney Resources

    Revisiting the Grillo Case

    The Christina Grillo medical malpractice case reached a $2,500,000 settlement in Texas in 1990 – thirty years ago. Why is the ...

    Knowledge Network

    Uniform Periodic Payments of Judgments Act: Conclusion

    In retrospect, the failure of the National Structured Settlement Trade Association (NSSTA) to support the Uniform Periodic ...

    Knowledge Network

    Considering the Uniform Periodic Payment of Judgments Act: Part II

    For the vast majority of the 300 plus members of the National Structured Settlement Trade Association (NSSTA) who attended the ...

    Knowledge Network

    Considering the Uniform Periodic Payment of Judgments Act: Part I

    How different might the structured settlement market be today if the National Structured Settlement Trade Association (NSSTA) had ...

    Knowledge Network

    Structured Settlements for Minors

    When a personal injury case involves a minor, structured settlements are frequently considered the best choice for a settlement ...

    Knowledge Network

    Structured Settlements and Periodic Payment Judgments Book Release 67

    Since it was first published in 1986, "Structured Settlements and Periodic Payment Judgments" (S2P2J), has provided structured ...

    Industry News

    An Analysis of the Revised NAIC Annuity Suitability Regulation

    The National Association of Insurance Commissioners (NAIC) has recently voted to update its Suitability in Annuity Transactions ...

    Knowledge Network

    An Analysis of the Updated ABLE POMS Guidance

    The Social Security Administration (SSA) has published updated Program Operation Manual System (POMS) guidance for Achieving a ...

    Knowledge Network

    What is a Qualified Settlement Fund?

    IRC 468B Qualified Settlement Funds (QSFs) provide plaintiff attorneys and their clients with important advantages as a ...

    Knowledge Network

    Historical Developments Structured Settlements: Market Foundation

    This is the second article (Part II) in a four part series of articles that explore the timeline of historical developments that ...

    Knowledge Network

    Historical Developments Structured Settlements: Industry Reset & Rebuild

    This is the fourth and final article (Part IV) in a four part series of articles that explore the timeline of historical ...

    Knowledge Network

    Historical Developments Structured Settlements: Conflict, Growth, Transition

    This is the third article (Part III) in a four part series of articles that explore the timeline of historical developments that ...

    Knowledge Network

    Historical Developments Structured Settlements: Industry Formation

    This is the introduction and part I for a timeline of historical developments that highlight key events for the structured ...

    Knowledge Network

    Structured Settlements and Periodic Payment Judgement Book Release 66

    Since it was first published in 1986, "Structured Settlements and Periodic Payment Judgments" (S2P2J), has provided structured ...

    The Mraz Case

    The Mraz Case

    Author Patrick Hindert recently spoke with Mark Wahlstrom on the Speaking of Justice podcast regarding this case, listen to the ...

    Nationally Recognized Statistical Rating Organizations (NRSRO) Ratings

    Although the stakeholders within the structured settlement market traditionally have focused primarily on A.M. Best when ...