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Settlement Resolution or Settlement Breakdown

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Price

$79 for Association Member
$99 for Non-Member

75 minutes
Date Published

June 12, 2019

Publisher

Consumer Attorneys Association of Los Angeles

Subjects

Medicare / Medicaid, Medicare Set Asides, Settlement, Social Security/SSI Disability

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

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.

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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... Read 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... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Settlement Resolution or Settlement Breakdown
Settlement Resolution or Settlement Breakdown - Paper
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Credit

This program has not been submitted for credit in any jurisdiction. Registrants will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in various jurisdictions.

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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.

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