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Courses/Legal Practice Skills & Management/Client Care & Communication

From Claim to Closure: Guiding Clients Through Settlement

Master the strategic, ethical, and logistical nuances of guiding clients through the settlement process.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Oct 1, 2026
From Claim to Closure: Guiding Clients Through Settlement

What You'll Learn

check_circleAnalyze the importance of early client communication in setting realistic settlement expectations.
check_circleEvaluate the benefits and limitations of structured settlements for various client profiles.
check_circleApply ethical guidelines to manage client objectives and potential conflicts in mass settlement scenarios.
check_circleIdentify critical financial considerations including liens, taxes, and government benefit preservation.

About This Course

Settlement is more than reaching a number—it requires strategic counseling, clear expectation management, and careful planning.

This program examines how attorneys can prepare clients for settlement discussions, particularly in emotionally complex cases, and address what civil litigation can—and cannot—achieve.

Presenters will also discuss pre-settlement planning and key considerations in structuring and finalizing agreements to support informed decision-making and long-term stability.

Topics Covered:

  • Strategic client counseling and expectation management
  • Early case assessment and valuation techniques
  • Ethical considerations in settlement negotiations
  • Structured settlement planning and annuity options
  • Management of liens and government benefit protections
  • Resolution strategies for complex group litigation
  • Integration of expert analysis in settlement demands
  • Application of CPLR 50a and 50b in negotiations

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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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.

JAEHYUN  OH
JAEHYUN OH

THE JACOB FUCHSBERG LAW FIRM

Jae spearheads her firm’s prisoner rights practice wherein she represents prisoners who were severely injured while incarcerated, either due to denial of reasonable medical care or due to denial of adequate security protection. In these circumstances, Jae has successfully brought claims for deliberate indifference to prisoners’ constitutional rights as well as for medical malpractice and negligence. She has developed a unique knowledge base in interacting with incarcerated clients and overcoming the challenges associated with these cases. Jae received her BA from Swarthmore College and her JD from Harvard Law School.

Rhys  Andersen
Rhys Andersen

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.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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