Originally established in June 2008 by Managing Partner Traci Kaas, Kaas Settlement Consulting has partnered with The Settlement Alliance (TSA) to become TSA’s West Coast division, The Settlement Alliance-WEST. A complimentary approach to settlement planning set the stage for the partnership in July 2014. Rather than merely serving as structured settlement brokers, both companies share the fundamental belief that injured claimants deserve much more comprehensive assistance for their financial and medical needs. The merger with TSA provides The Settlement Alliance-WEST’s clients with greater access to a national network of reputable and highly rated insurance carriers, corporate trustees, and wealth managers.
Appraisal of complicated, multi-faceted cases involving:
Structured settlement annuities
Medicare/ CMS approvals
Special needs trust planning
Mass tort settlement resolution
Qualified settlement funds
Government benefits protection
Attorney fee deferrals
Estate planning issues
Tax planning issues
Individualized settlement plan design for each claimant
Supporting attorney clients with litigation, mediations, settlement conferences, life care planning and present value cost evaluations at no cost to attorney or client
TRACI KAAS, CSSC
CERTIFIED STRUCTURED SETTLEMENT CONSULTANT
CERTIFIED FINANCIAL TRANSITIONIST®
CA License #0E33570
Toll-Free: (800) 354-2258
Office: (949) 441-5776
Mobile: (714) 335-4977
Fax: (562) 684-0470
Traci Kaas is motivated to help clients make the most of their money and in turn, their lives. Traci uses her knowledge as a Certified Structured Settlement Consultant (CSSC) to help clients settle a broad spectrum of cases, from catastrophic cases like product liability or medical malpractice, to workers’ compensation, mass torts, and cases involving minors. Her breadth of experience also includes non-personal injury cases such as class actions, divorce, defamation, employment, the sale of business or property, and much more.
Armed with extensive and ongoing training as a Certified Financial Transitionist™ from the Sudden Money® Institute, Traci understands how to best navigate the technical and personal issues clients will experience during their financial transitions. Traci has found that thoughtfully and purposefully approaching each case on an individual basis results in the best, most customized solutions for clients’ personal and financial goals. Her areas of expertise include Structured Settlements, Special Needs Trusts, Medicare Set-Asides, Qualified Settlement Funds, Estate Planning, Tax Planning, Philanthropy Planning, and Life Care Planning.
Traci earned her Certified Structured Settlement Consultant (CSSC) designation in 2008 in conjunction with the University of Notre Dame’s Mendoza College of Business. In addition to being a CSSC and a Certified Financial Transitionist™, her professional credentials include a Series 7/FINRA Securities License, Series 65/FINRA Securities License, Series 63/FINRA Securities License, and a Life and Health Insurance License registration for multiple states. She also maintains affiliations and memberships with Orange County Trial Lawyers Association, Orange County Women Lawyers Association, Orange County Bar Association, San Francisco Trial Lawyers Association, Sudden Money® Institute, Consumer Attorneys Association of Los Angeles, Consumer Attorneys of California, National Structured Settlements Trade Association (NSSTA) and the California Applicants’ Attorneys Association.
Traci believes that her business approach is best summed up with a favorite quote from Proverbs: “Plans fail for lack of counsel, but with many advisers they succeed.”