The Settlement Alliance

Settlement Planning

Recent Posts in Settlement Planning Category

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Settlement Options for Minors: Case Examples Apr 13, 2018

When handling a minor’s case, contact The Settlement Alliance early in the process to explore the settlement options. Courts favor a conservative approach that protects the funds until the minor reaches the age of majority. Our settlement planners ...

Determining Case Value: Three Factors to Consider Mar 29, 2018

When working with a new client, the plaintiff attorney must consider whether to go to trial or to resolve the case at mediation. A settlement planner can assist in making an informed estimate of the case value up front, saving the law firm valuable ...

Stay Informed: Medicare Set-Asides for Liability and Workers’ Comp Cases Mar 16, 2018

Medicare Set-Asides serve as a glaring reminder that the legal sector must remain vigilant in its awareness and understanding of evolving government benefit guidelines. The following article discusses the current status of the Liability Medicare ...

Settlement Planner Spotlight: Bill Gammill, CFP®, CLU, CSSC Mar 12, 2018

Primary Office Location: Dallas, TX Why did you choose to become a settlement planner? I’ve been helping people meet their families’ financial goals since 1989. About 20 years ago, I was given the opportunity by a successful plaintiff attorney to ...

Why Structuring SMALL Settlements Can Mean BIG Benefits: Case Examples Feb 23, 2018

It is understood that structured settlements are a safe financial vehicle widely used for injury victims receiving large settlements. As settlement planners, we are frequently asked if it is also appropriate to structure smaller settlements. The ...

Are You Failing to Retain your Own Settlement Planning Expert? Jan 19, 2018

When it comes to settlement, each side should engage their own experts. The claimant is entitled to representation by a plaintiff-loyal settlement professional, rather than relying solely on a defense broker engaged by the liability insurer or ...

Settlement Planner Spotlight: Claudine Homolash, Esq. Jan 4, 2018

Primary Office Location: Philadelphia, PA What line of work were you in before you became a settlement planner? I was a practicing attorney in the field of plaintiffs’ product liability and personal injury litigation. What do you enjoy most about ...

Protecting Government Benefits with a Pooled Trust Dec 28, 2017

Disabled individuals who are awarded injury settlements under $500,000 may experience financial consequences with lifelong implications. Those who receive needs-based government benefits (e.g., Medicaid, SSI) will likely lose benefit eligibility if ...

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We are proud to partner with the highest rated structured settlement providers in the industry:

  • American general Life Companies
  • Berkshire Hathaway Structured Settlements
  • MetLife
  • Mutual of Omaha
  • New York Life
  • Pacific Life
  • Prudential