Settlement Resolution or Settlement Breakdown

Published by Consumer Attorneys Association of Los Angeles and Kentucky Justice Association


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

Originally Published

June 12, 2019


Program Titles and Supporting Materials

This program contains the following components:

  • Settlement Resolution or Settlement Breakdown
  • Settlement Resolution or Settlement Breakdown - Paper

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.


Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.


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VA


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