Avoiding pitfalls in settlement documentation and structured settlements.

Avoid the drama whether settling for cash or with a structured settlement! Our presenters will address common settlement document pitfalls and teach you how to avoid them.
This course provides a comprehensive guide to drafting settlement documents with precision and legal effectiveness. Learn the essential components, tax implications, and common pitfalls to avoid when structuring settlements. Led by experienced legal professionals, this session covers best practices in settlement agreements, structured settlements, and compliance considerations to ensure successful resolutions.
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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.

JACOBSON
Martin Jacobson is General Counsel and Principal of Creative Capital. A proud member of the NYS Academy of Trial Lawyers, Marty is a licensed NY and NJ attorney with extensive trial experience in both state and federal courts. He's a renowned lecturer and regularly presents seminars to the bench, bar, 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 our attorney clients.

CREATIVE CAPITAL
Laurie Cohen is the Senior Paralegal at Creative Capital. Laurie, a certified paralegal, joined CCI in 1995. As a member of the legal team, she prepares settlement documents, handles premium submissions to life companies, and liaises with them to complete cases.