Master employment case settlements. Gain a deep understanding of tax implications, structured settlements, and negotiation strategies to maximize client outcomes and achieve finality.
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Structured settlements offer powerful advantages in employment cases, yet their mechanics, tax implications, and strategic applications are often underutilized. This course provides a comprehensive overview of both traditional and nontraditional structured settlement approaches, with a focus on how they can be used to achieve income averaging, optimize tax outcomes, and create customized payment streams that meet the real financial needs of plaintiffs.
Drawing on a hypothetical gender discrimination case, the course walks through the full settlement process — from the inherent difficulties of resolving employment disputes to the practical application of annuities and funding agreements. Participants will leave with a working understanding of how to deploy structured settlements as a strategic tool that benefits both sides of the table.
Learning Objectives
By the end of this course, participants will be able to:
The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.
General Counsel at Creative Capital Inc.
Marty is a licensed NY and NJ trial lawyer with experience in both state and federal courts. For many years his concentration was primarily in employment discrimination cases. He’s a well-known lecturer and has presented numerous programs to the bench, bar association groups, and law firms. Marty and CCI’s legal team draft, review, and/or revise all of the legal documents needed in Structured Settlements and Periodic Judgments for attorney clients. Also an expert on the subject of Periodic Judgments (CPLR Articles 50-A and 50-B), Marty assists CCI’s attorney clients in obtaining better settlements for their clients.
Vice President at Creative Capital Inc.
Morris is NY State’s leading expert in assisting attorneys at mediation and settlement conferences in achieving better offers by employing the Multiplier Effect of CPLR Art. 50-A and 50-B. He has participated in hundreds of mediations throughout New York State. In the area of Wrongful Conviction and Imprisonment, Morris has handled some of the largest and most prominent cases in the nation.
Assistant Vice President at Creative Capital Inc.
Rhys joined Creative Capital in 2015. With a background in analyzing expenses, business models, and investments, he supports CCI’s clients by attending mediation and settlement conferences, assisting with crafting structured settlements, and helping clients obtain better offers by employing CPLR Art. 50-A and 50-B. Rhys has also developed expertise in working on periodic judgments as required by CPLR 5041 under the supervision of Creative Capital’s General Counsel, Marty Jacobson.
