Settlement Planner Spotlight: Traci Kaas, CSSC, CeFT

Primary Office Location: Orange County, California Why did you choose to become a settlement planner? I don’t think I chose to be a settlement planner as much as it chose me.  I strongly feel that your past shapes your present. There was a time in my life that I would have made different decisions during a…

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5 Tips for Improving Client Satisfaction in 2017

  Whether you are a seasoned attorney or just starting out, you likely understand the importance of keeping a steady stream of satisfied clients. And sometimes it takes a team to keep all clients happy. With that in mind, here are 5 ways your settlement planner can help increase your firm’s standard of client care…

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TAX-FREE VS. TAX-DEFERRED ANNUITIES: WHICH ONE IS RIGHT FOR YOUR CLIENT?

Depending on the type of settlement your client receives, there may be an opportunity to maximize the settlement funds while minimizing the tax burden. In some instances, your client may be eligible for an income-tax free structured settlement annuity, while others may qualify for a tax-deferred structured settlement annuity. Both offer a number of advantages…

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STOP! MAKE SURE YOU ANSWER THESE 5 QUESTIONS BEFORE SETTLING YOUR CASE

It’s tempting to wrap up your client’s settlement as quickly as possible. If you move too quickly, though, there are several issues that can derail the settlement before the money is in your client’s hands. Here are five questions to answer before signing the settlement agreement: Question 1: Does Your Client Currently Receive Needs-Based Government…

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WILL A SPEND DOWN SAVE YOUR CLIENT’S BENEFITS?

Medi-Cal) and/or Supplemental Security Income (SSI), assets are typically limited to $2,000 for individuals or $3,000 for a married couple. For those on public benefits who receive a settlement, a special needs trust may help protect those benefits. However, in some cases, a spend down might be a better option. Special Needs Trust vs. Spend…

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