Structured Settlements - The Changing Landscape

Length: 87 minutes
Product ID: 385678EAU

 
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OnDemand Webinar:$199.00$169.15Register Now
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Benefits

Whether plaintiff or defense, this OnDemand Webinar will provide you with a better understanding of structured settlements and their practical application to claims resolution. Since the early 1980's, structured settlements have been a major part of negotiating and settling cases involving physical injury or sickness. With the changing financial landscape, structured settlements have been the subject of renewed focus by claimants, insurers and the attorneys who represent them. You will gain a more complete understanding of the risks, benefits and pitfalls to avoid when utilizing this important settlement tool.


Agenda

Overview and Legal History

  • Legislative History
  • Statutory References

- United States Code

- Internal Revenue Code

- Private Letter Rulings

- Uniform Periodic Payment of Judgments Act

  • Case Law

Mechanics of a Structured Settlement

  • Overview of Marketplace (Life Companies)
  • Types of Benefits
  • Qualified and Nonqualified Benefits
  • Substandard Age Ratings
  • Legal Interest in Annuity Contract

Alternative Funding Mechanisms

  • Section 468B Trusts
  • Reinsurance Agreements
  • Other Qualified Funding Assets
  • Single Premium Immediate Annuities and Other Financial Instruments

Case Negotiation/Settlement

  • Identify Each Participant's Position/Objective on Use of Periodic Payments
  • Making and Analyzing an Offer for Plaintiff and Defense
  • Bad Faith
  • Closing Documentation
  • Court/Agency Approval

Special Considerations

  • Structuring Workers' Compensation Claims
  • Impact on Government Benefits

- SSDI

- Medicare Secondary Payer

- Medicaid/Special Needs Trusts

Ethical Considerations

  • Duty to Present
  • Due Diligence
  • Factoring Transactions and Advice
Faculty

Jennifer Alvarez, J.D., R.N., MEDVAL, LLC
Jennifer C. Jordan, J.D., MEDVAL, LLC
Ryan D. Roth, MEDVAL, LLC


Jennifer Alvarez, J.D., R.N.
• Managing attorney for MEDVAL, LLC
• Prior to joining Medval, worked in the corporate sector and the private practice of law in the areas of estate planning and asset protection, where she assisted clients with estate and business succession planning, private wealth management, trust administration, disability planning, and health care matters
• J.D. and M.B.A. degrees, University of Baltimore
• LL.M. degree in taxation, University of Baltimore
• Licensed as a Registered Nurse
• Contact her at jalvarez@medval.com

Jennifer C. Jordan, J.D.
• General counsel for MEDVAL, LLC
• Resident expert on the Medicare Secondary Payer Act and its application in personal injury insurance settlements including those involving structured settlements and custodial administration
• Certified by the Commission on Health Care Certification as a Medicare set-aside certified consultant
• J.D. and M.B.A. degrees, University of Baltimore
• B.A. degree in economics, Virginia Polytechnic Institute and State University
• Contact her at jjordan@medval.com

Ryan D. Roth
• President and founder of MEDVAL, LLC, a national consulting firm offering Medicare set-aside arrangements, structured settlements and custodial administration
• 19 years of experience in the structured settlement industry negotiating and settling high exposure workers’ compensation and liability claims
• Personally handled or supervised thousands of workers’ compensation and liability claims for a variety of regional and national clients
• B.S. degree in economics, Towson University
• M.B.A. degree with a specialization in finance, University of Baltimore
• Contact him at rroth@medval.com



Continuing Education Units
  • CLE (Please check the "Detailed Credit Information" page for states that have already been approved)
  • NALA
  • Paralegals
  • Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Detailed Credit Information


Additional credit may be available upon request. We cannot guarantee availability, but we will check into it for you. Contact Lorman at 1-866-352-9540 for further information.


One attendee may receive credit per registration.