Now viewing a program in: CLE Catalog \ Live Webinars
Settlement Resolution or Settlement Breakdown
Published by Consumer Attorneys Association of Los Angeles and Massachusetts Academy of Trial Attorneys




Summary
"But... What Will Happen to my Government Benefits if I take this Settlement?"

Naomi Harvey will explain the differences between the various, and often confusing; government benefits that claimants may be on, receiving or may need to qualify for in the future.  She will also talk about how settlements may impact these programs and ways to avoid disqualification for clients by using tools like Special Needs Trusts, Trigger Trusts, and MSA's. Susan Gleason will explain how you can combine structured settlements with these tools to help clients manage their settlement dollars and make them last for their lifetime, and lastly, the speakers will discuss ABLE Accounts, and how these accounts allow their clients to receive money directly without impacting their benefits.

Presenters
Susan Gleason
VP of Sales Training and Development - Millennium Settlements, Inc.
Susan Gleason has been in the structured settlement industry since 1984 and has been involved with thousands of personal injury settlements. Since joining Millennium Settlements in January 2014, she has opened more than a thousand cases, structured...More
Naomi Harvey, CFP, CHSNC
Naomi Harvey has long been an outspoken advocate for individuals and families with disabilities. As the child of a parent born with a severe disability, Naomi witnessed the potential devastation that can occur when legal and financial planning is...More
Program Agenda
5 Minutes - Introduction
60 Minutes - Presentation
10 Minutes - Live Q&A with the Speaker

How To Attend
Join the live program from your office, home, or hotel room using a computer with high speed internet. You may ask questions, participate in surveys, and post comments from your computer during the program. Please note that credit (if available) is only provided to registered attendees participating at their own computer and phone. Simple instructions with a link to the program will be sent when you register and again the day before the webinar.

Click here to run an Adobe Connect Diagnostic Test to ensure your computer and network connections are properly configured. The test may take a few minutes to complete and if you have any problems, please refer to these troubleshooting tips.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Registrants in jurisdictions not listed below will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant attending the live program at their own computer and phone.

 Click on jurisdiction for specific details  
AL, AR, AZ, CA, CO, DE, FL, GA, IN, KS, KY, LA, MN, MO, MS, MT, NB, NC, NE, NH, NJ, NM, NV, OR, SC, SK, UT, VA, WI, WY


Refund Policy
SeminarWeb and Massachusetts Academy of Trial Attorneys programs are non-refundable.

Privacy Statement
We respect and are committed to protecting your privacy. (Read Statement)


Powered by
Powered by SeminarWeb.com