Turn complex structured settlements into easy, ethical client conversations, empowering informed decisions about tax-free, guaranteed financial futures.
This course will equip you with the skills to clearly and confidently discuss structured settlement proposals with personal injury clients, helping you navigate complex concepts and maintain trust while ensuring the best outcomes.
It also provides you with the tools and knowledge to confidently discuss structured settlements, transforming potentially confusing financial concepts into clear, easy conversations.
Learn why initiating this discussion early in the case lifecycle is vital for addressing client psychology related to sudden wealth and ensuring they understand all available options. We delve into the core tax advantages and the legal framework that makes structured settlements a powerful tool for personal injury plaintiffs.
Key learning outcomes include understanding:
By mastering the art of easy conversation around structured settlements, you empower your clients to make informed decisions that provide long-term financial security and peace of mind, while upholding your professional duty.
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.
Managing Partner of Paramount Settlement Planning, LLC and Precision Resolution, LLC
Paul is the founder and managing partner of Paramount Settlement Planning, LLC and Precision Resolution, LLC, and is also a Chartered Special Needs Consultant® (ChSNC®). A trial attorney and strategic life planner, Paul's years of experience allow him to anticipate a plaintiff's long-term financial needs. In addition to assisting plaintiffs with the strategies for handling settlements from all types of personal injury lawsuits, he is experienced in navigating the intricacies of complicated cases in which Medicaid and future Medicare benefits must be preserved. Paul received both his undergraduate and law degrees from Duquesne University and is admitted to practice law in New York and Pennsylvania.
Partner at Ziff Law Firm
Christina Sonsire is a partner at the Ziff Law Firm in Elmira, New York where she represents plaintiffs in personal injury and medical malpractice cases. Christina currently serves on the Academy's Board of Directors as Vice President for the Third Department. She also sits on the Judicial Screening Committee, responsible for interviewing candidates for the New York State Court of Appeals and making recommendations to the Governor. Christina attended law school at the University of Montana, was an undergraduate soccer star at Georgetown University and has always been involved with public service.
