New Innovative Products and Enhancements Brought to the Structured Settlements Market
March 16, 2022
Anthony F. Prieto, Jr., CFP® & Samantha Webster
Since 1983, structured settlements have become a frequently employed solution to protect personal injury settlements for the benefit of injury victims and their families. Over time as structures became …
An Examination of the Role of Structured Settlements in Funding Medicare Set-Asides
March 14, 2022
Rasa Fumagalli JD, MSCC, CMSP-F & Samantha Webster
Many Medicare Set-Aside (MSA) arrangements today are funded with structured settlements. There are some very good reasons for doing so, which are discussed below. However, it is critical to …
Settlement Planning Opportunities: When Liens are Reduced or Eliminated, Don’t Forget to Explore Options for the Savings
February 17, 2022
Samantha Webster & Teresa Kenyon
Synergy has successfully reduced the lien asserted against your client’s settlement. It is great news! Because Synergy has reduced the lien, the injured party will net more money from their settlement than …
Structured Settlement Annuities are a Great Solution for any Minor’s Settlements
January 13, 2022
Samantha Webster
Structured settlement annuities have long been recommended to aid those with catastrophic personal injuries in planning for their future. Using IRC Section 130 0F[i] periodic payments from a structured settlement annuity to fund Medicare …
Free Download: Structured Settlement Whitepaper
January 10, 2022
When any physical injury victim recovers money either by settlement or by verdict, the question of the tax treatment of said recovery arises. As long as it is compensation for personal physical injuries it is tax-free under
Advanced Strategies for Closing Cases Compliantly: A Case Study
November 11, 2021
In the confusing landscape of public benefits and planning issues that arise today for trial lawyers when settling catastrophic injury cases, finding your way can be a daunting task. Many
questions come up such as should the …
Structured Settlements: Maximizing Settlement Dollars in Personal Injury Cases
By: Joanna Wynes, J.D., Partner Planner
The primary goal of a plaintiff’s attorney in a personal injury or workers’ compensation action is to achieve the greatest possible financial recovery given the facts and circumstances of the case. Once there is …
Understanding Structured Settlements and Medicare Set-Asides
October 14, 2021
Settlement – What to Consider for a Medicare Set-Aside (MSA)
When settling a case involving a current Medicare beneficiary and before finalizing, it is important to understand what actions need to be taken to consider …
The Economics Behind the Highest Paying Structured Settlements
September 30, 2021
Josh Pettingill, MBA, MS, MSCC
All structured settlements are not created equal. There is a strong possibility you are leaving money on the table for your client with your existing settlement consultant or worse, relying on the …
#2| Since You Asked: Synergy’s Workers’ Compensation Medicare Secondary Payer Advice Column
September 9, 2021
Structured settlements may be used to fund a Workers’ Compensation Medicare Set-Aside (WCMSA). Samantha Webster, Synergy’s Director of Case Management, addresses two common questions that come up about funding of a WCMSA with a structured …
