• videocam On-Demand Webinar
  • signal_cellular_alt Intermediate
  • card_travel Personal Injury and Med Mal
  • schedule 90 minutes

Structured Settlements in Complex Claims: Integrating MSAs, Special Needs Trusts, and Attorney Fee Deferrals

$197.00

This course is $0 with these passes:

CLE
ALL
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About the Course

Introduction

This CLE webinar will discuss structured settlements, focusing on their usage in complex claims such as Workers’ Compensation with MSAs, catastrophic injuries, and special needs planning. 

Description

To best serve their clients, attorneys involved in litigation and claims resolution need to understand when and why to recommend a structured settlement annuity. They then must be able to navigate the process of quoting and issuing structured annuities.

Among other things, this process will require attorneys to evaluate Medicare Set-Aside allocations and understand how to fund them using annuities, address payment of attorneys fees, and understand how to incorporate attorney fee deferrals into the settlement process. In some cases, it is advisable to apply structured settlements in Special Needs Trusts and for minors/incapacitated adults.

Listen as our panelists, including Phillip M. Krause, Managing Partner at Structured LLC, will discuss structured settlements, focusing on their usage in complex claims such as Workers' Compensation with MSAs, catastrophic injuries, and special needs planning.

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, July 22, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Introduction to structured settlement annuities

II. Use of structured settlements in worker’s compensation claims

III. Medicare set-asides (MSAs) and structured annuities

IV. Structured settlements in catastrophic injury claims

V. Special considerations: minors, incapacitated adults, and special needs trusts

VI. Qualified settlement funds (QSFs) and structuring

VII. Attorney fee deferrals using structured settlements

VIII. Specimen contract and application review

IX. Practical case studies and settlement scenarios

X. Q&A / Interactive discussion

The panel will review these and other critical issues:

  • What factors weigh in favor of a structed settlement?
  • What are best practices for quoting and issuing structured annuities?
  •  What are the key tax advantages of structured settlements?