6 Real-World Considerations for Advanced Settlement Planning

6 Real-World Considerations for Advanced Settlement Planning

April 1, 2021

Mrs. Smith was moved to the ICU and no neurologic monitoring was performed that evening after being moved from the surgical suite. The next morning, Mrs. Smith was found to be quadriparetic. A suit was brought against multiple defendants with a significant seven-figure recovery secured. Mrs. Smith and her family had Medicaid coverage and SSI. She had also applied for Social Security Disability Income (SSDI). At the time of settlement, there was no Medicare eligibility, since she had not been approved for SSDI and she wasn’t sixty-five.

In the confusing landscape of public benefits and planning issues that arise today for trial lawyers when settling catastrophic injury cases, finding your way can be a daunting task. In the paragraphs that follow, I’ll use Mrs. Smith’s real-world example to identify six key considerations to look out for when you’re settling a case for a catastrophically injured client.

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Today Planning is More Critical than Ever

Today Planning is More Critical than Ever

March 23, 2020

March 24, 2020 Now, more than ever, proper settlement planning is critical for disabled clients.  Protecting their recovery should be top of mind and a high priority given the turbulence in our global markets.  There are always going to be ups and downs in the financial markets.  The real estate market has crashed.  The tech […]

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Settlement Planning Issues for Personal Injury Victims

September 16, 2019

By Jason D. Lazarus Introduction Catastrophically injured individuals have unique needs when it comes time to settle their cases.  A one-size-fits-all approach does not work given the complexities that are faced today upon resolution of a personal injury lawsuit. Consideration of how healthcare will be obtained have become much more complicated with the Affordable Care […]

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Representing Clients with Government Benefits

August 12, 2019

Jason D. Lazarus, J.D., LL.M., CSSC, MSCC If you are confused by the myriad of government benefit programs that many clients receive as a result of being a personal injury victim, don’t worry as you are not alone.  Most times personal injury victims are not sure either about the benefits they receive and can confuse […]

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The Most Common Types of Mass Tort Cases Part 2

The Most Common Types of Mass Tort Cases Part 2

December 10, 2018

In this two-part article, we are discussing the most common types of mass tort cases. By design, mass tort cases help trial attorneys consolidate the best interest of several people (claimants) who suffered damages into a civil action against the entity that caused this occurrence (the defendant). Because this is an extremely tedious and time-consuming […]

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Cutting Through the Alphabet Soup of Public Benefits

Cutting Through the Alphabet Soup of Public Benefits

April 11, 2018

What happens when someone suffers a serious or catastrophic personal physical injury causing permanent disability? Do they get the proper counseling regarding the form of the settlement so as to protect their current assets, preserve public benefits and safeguard the physical injury recovery? Will the recovery be sufficient to pay for all of the victim’s […]

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How Internal Rate of Return Impacts Your Client’s Settlement

How Internal Rate of Return Impacts Your Client’s Settlement

September 18, 2014

Synergy creates holistic settlement plans that meet our client’s needs while presenting the least possible amount of risk. We work tireless for our clients, helping attorneys and their seriously injured clients to plan for their post settlement future by attending mediations and helping navigate through the complexities that arise at settlement. The majority of financial […]

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