Disability Law

SSP and NSSTA 2010 Annual Meetings - 8

Posted on May 12, 2010
NSSTA scheduled something totally unexpected and outrageous for its 2010 Annual Meeting. NSSTA invited Dan Clark to discuss NSSTA, structured settlement and ethics. When has NSSTA and/or the structured settlement industry ever engaged a better or more timely critic? Who...

SSP and NSSTA 2010 Annual Meetings - 7

Posted on May 12, 2010
Tax laws and tax policy are critically important for structured settlements. Based upon interviews he conducted with structured settlement industry leaders, Jeremy Babener states in his recently published article about "Structured Settlements and Single-Claimant Qualified Settlement Funds": "It seems roundly...

SSP and NSSTA 2010 Annual Meetings - 6

Posted on May 11, 2010
This S2KM blog post is the first of two (possibly more) S2KM blog posts about the SSP and NSSTA 2010 tax panels and is also part of S2KM's blog series about the SSP and NSSTA 2010 annual meetings. The SSP...

SSP and NSSTA 2010 Annual Meetings - 5

Posted on May 10, 2010
One of the highlights of the NSSTA 2010 Annual Meeting was witnessing NSSTA's lobbying strategy and the resulting association contacts between NSSTA members and members of Congress and their staffs. NSSTA, and the structured settlement industry, have benefited historically from...

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SSP and NSSTA 2010 Annual Meetings - 4

Posted on May 10, 2010
In addition to announcing leadership changes, both the National Structured Settlement Trade Association (NSSTA) and the Society of Settlement Planners (SSP) presented special awards and recognition during their respective and overlapping 2010 annual meetings last week in Washington, D...

SSP and NSSTA 2010 Annual Meetings - 3

Posted on May 09, 2010
Among several headlines resulting from the SSP and NSSTA 2010 Annual Meetings, leadership changes are the most important. The National Structured Settlement Trade Association (NSSTA) re-introduced its lobbyist, Eric Vaughn, as NSSTA's new Executive Director effective July 1, 2010...

SSP and NSSTA 2010 Annual Meetings - 2

Posted on May 08, 2010
S2KM's Managing Director, Patrick Hindert, attended portions of two annual meetings this past week in Washington D.C. The Society of Settlement Planners (SSP) - where he moderated a discussion about "structured settlement public policy"; The National Structured Settlement Trade Association...

Spencer v. Hartford - 5

Posted on April 29, 2010
Hartford Financial Insurance Group announced today it has reached an agreement in principle to settle the Spencer v. Hartford class action structured settlement lawsuit resulting in a $47 million after-tax charge contingent upon court approval. The class action lawsuit was...

SSP and NSSTA 2010 Annual Meetings

Posted on April 24, 2010
This blog post begins S2KM's reporting about the 2010 Annual Meetings of the Society of Settlement Planners (SSP - May 2-4) and the National Structured Settlement Trade Association (NSSTA - May 4-6). Patrick Hindert, S2KM's Managing Director and primary blog...

Structured Settlement Public Policy - 1

Posted on April 24, 2010
The Society of Settlement Planners (SSP) has invited Patrick Hindert, Managing Director of S2KM Limited and The Settlement Services Group (TSSG), to organize a discussion about "Structured Settlement Public Policy" for the SSP 2010 Annual Meeting May 3 in Washington,...

Jeremy Babener Interview - 2

Posted on April 20, 2010
Since first meeting Jeremy Babener at the SSP 2009 Annual Meeting, S2KM has reviewed, analyzed and featured his writing about structured settlements. For prior S2KM blog posts about Jeremy Babener and his structured settlement writing, see S2KM's structured settlement public...

25 Questions to Evaluate Pooled Trusts

Posted on April 17, 2010
Health care reform (Patient Protection and Affordable Care Act), enacted on March 23, 2010, has re-defined the structured settlement and personal injury settlement consulting marketplaces - whether current participants realize it or (more probably) do not understand either health care...

Amy Palmiero-Winters Wins 2009 Sullivan Award

Posted on April 15, 2010
Amy Palmiero-Winters, ultramarathoner and lower-leg amputee, has been named the winner of the 2009 James E. Sullivan Award as the top amateur athlete in the United States. The Sullivan Award is presented annually by the American Amateur Athletic Union (AAU)...

ASNP 2010 Annual Meeting

Posted on April 14, 2010
The Academy of Special Needs Planners (ASNP) hosted its 2010 Annual Meeting in Charleston, South Carolina March 18-20, 2010. More than 100 special needs attorneys participated as well as nine exhibitors. MassMutual Financial Group was the program sponsor...

Babener Proposes Expanded S2 Tax Subsidy

Posted on April 13, 2010
Jeremy Babener, third year law student at NYU School of Law, and author of several recent articles about structured settlements, has proposed an expansion to the structured settlement tax subsidy in an article that will be featured in next week's...

S2P2J Release 47

Posted on March 26, 2010
Release 47 of "Structured Settlements and Periodic Payment Judgments" (S2P2J), co-authored by Daniel Hindert, Joseph Dehner and Patrick Hindert, and published by Incisive Media, features extended discussions about structured settlement public policy and structured settlement business models, standards and practices...

NAELA Special Needs Summit - 3

Posted on March 15, 2010
This S2KM blog post strategically analyzes the National Academy of Elder Law Attorneys (NAELA) 2010 Special Needs Summit from an Internet-based knowledge management (KM) perspective. The NAELA Special Needs Summit occurred February 25-27 in New Orleans...

Legislation to Expand the Structured Settlement Industry

Posted on March 09, 2010
Jeremy Babener, third year student at NYU School of Law, has published a new article in the North Carolina Lawyers Weekly, titled: "How Plaintiffs Might Receive Emotional Distress Damages Tax-Free After 2010." This article, as well as Babener's other online...

NAELA's Special Needs Summit - 2

Posted on March 03, 2010
This S2KM blog post strategically analyzes the National Academy of Elder Law Attorneys (NAELA) 2010 Special Needs Summit from a structured settlement perspective. A prior S2KM post summarized the NAELA Special Needs Summit. A subsequent S2KM post will strategically analyze...

NAELA's Special Needs Summit - 1

Posted on March 02, 2010
More than 25 years following its formation, the 5,000 member National Association of Elder Law Attorneys (NAELA) hosted its first-ever "Special Needs Summit" in New Orleans February 25-27, 2010 acknowledging what many NAELA members have understood for years - special...

Speaker Comments at the Treasury Hearing

Posted on March 01, 2010
After the Treasury hearing on February 23, 2010, S2KM asked structured settlement industry members who spoke at the hearing to comment on their reactions. John McCulloch, Vice-President of Integrated Financial Settlements, and Dick Risk, Attorney at the Risk Law Firm,...

Voices at the 104(a)(2) Treasury Hearing

Posted on February 24, 2010
By Jeremy Babener, S2KM Contributing Author Yesterday, February 23, 2010, the Treasury conducted a hearing on proposed regulations to section 104 of the Tax Code. This article summarizes the hearing, as relevant to parties in the structured settlement industry...

Treasury Hearing Commentary

Posted on February 20, 2010
S2KM will publish and update links to online commentary about the February 23, 2010 Treasury hearing for IRC section 104(a)(2) regulations on S2KM's blog "Beyond Structured Settlements" and S2KM's public wikis: structured settlement wiki structured settlement public policy wiki -...

A Common Cause at the Treasury Regulation Hearing

Posted on February 17, 2010
Written by Jeremy Babener , S2KM Contributing Author As written previously, the Treasury will be holding a hearing on its proposed regulations for section 104(a)(2) on February 23, 2010. The proposed regulations, set forth in a nutshell: Eliminate the requirement...

Treasury Hearing on IRC 104 Regulations

Posted on February 07, 2010
Written by: Jeremy Babener, S2KM Contributing Author The Treasury will hold a public hearing on February 23 regarding proposed regulations relating to section 104(a)(2) of the Tax Code. The section generally provides for the exclusion of physical injury and physical...

Structured Settlements in 2010 - 1

Posted on January 04, 2010
2010 promises to be an important year for the structured settlement industry. Strategic structured settlement priorities for 2010: Public policy - what laws currently define structured settlement public policy and how do these laws impact: 468B qualified settlement funds; Non-qualified...

Structured Settlements in 2009 - 2

Posted on December 19, 2009
This S2KM post follows "Structured Settlements in 2009 - 1" and features topical links to S2KM 2009 blog reports. For 2010 industry updates, please continue to visit S2KM's blog as well as S2KM's structured settlement wiki. Prior S2KM annual industry...

Richard Halpern

Posted on December 15, 2009
Richard Halpern, founder and President of The Halpern Group , died December 14, 2009 at age 64. Halpern was one of the most important and controversial pioneers, critics and contrarian thinkers in the history of the structured settlement industry. Halpern's...

Structured Settlement Securitizations - 1

Posted on December 06, 2009
Standard & Poor's Rating Services (S&P) has announced a refinement of its methodology and assumptions for rating structured settlement payment securitizations. The revised criteria, effective December 2, 2009 for all new and outstanding structured settlement securitizations, incorporate: New corporate default...

U.S. Treasury Priority Guidance Plan 2009-2010

Posted on November 28, 2009
The tax treatment of single-claimant 468B qualified settlement funds (QSF) has been eliminated from the Priority Guidance Plan for 2009-2010 announced jointly on November 24, 2009 by the United States Treasury Department and the Internal Revenue Service...

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