SSP Monthly Webinar Replays
August 17, 2023 — Trust the Process: Susan Bradley on Bringing Structure to the Planning Process
Presenter: Susan Bradley
July 25, 2023 — The Plaintiff Recovery Trust: Avoiding the “Double Tax” on Attorney Fees & Expenses
Presenter: Joseph Tombs
June 27, 2023 — The Cordero Case Revisited
Moderator: Patrick Hindert
Presenters: Stephen Harris, Edward Stone
Patrick Hindert prepared a blog article to supplement this webinar. You can view the article at https://www.independent.life/the-cordero-case-part-3/.
January 19, 2023 — Fee Deferrals: All GLAM’d Up
Presenters: – Anthony Alfieri, Joseph Tombs, and Jeremy Babener
Jeremy Babener’s Article: https://bit.ly/3ZMFIx2
Rob Wood’s Article: https://bit.ly/3J5t4DD
IRS GLAM: https://bit.ly/3IYWwuM
September 29, 2022 — How To Increase Structure Opportunities, Save Client Taxes, and Reduce Practice Risks
Presenters: – Glen Armand, Matt Meltzer, and Joe Di Gangi
June 23, 2022 — Medicaid Liens After Gallardo: What Attorneys Need to Know
Presenters: John Cattie, Paul Loudenslager, and Jack Meligan
June 2, 2022 — Medicare Set Aside Guidelines: Workers’ Compensation and Liability
Presenters: Ciara Koba, Joe Anderson, and Tracee Wagner
January 27, 2022 — Innovation Through Indexing: Intro to iStructure
Presenters: Chris Bua and Doug Sue
November 4, 2021 — Weaving Structured Settlements into Pooled Special Needs Trusts
Presenter: Joanne Marcus of Commonwealth Community Trust
September 30, 2021 — Settlement Planning Strategies for the Elderly Client Already on Public Benefits
Presenter: Joe Di Gangi
Click here to download the Max IFT Amount by State PDF.
Click here to download the PDF list of states with Pooled SNT Approval for individuals over 64 years old.
July 27, 2021 — A-Z: Panel Discussion on QSFs, SNTs, SPTs, and Other Trusts
Presenters: Michelle Fuller, Glen Armand, and Stacy Scrip
Click here to download the QSF Case Resolution Tool.
June 30, 2021 — What I Thought I Knew — The Evolution of Settlement Planning
Presenter: Ryan Garrison
January 28, 2021 — SNTs, Structures, QSFs, and More
Presenter: Glen Armand
Download the presentation file here.
October 28, 2020 — The “Other Duties” Of Plaintiff Lawyers
Presenter: Jeremy Babener
September 22, 2020 — Attorney Fee Deferrals
Presenter: Jakob Norman, Leif Lundberg, and Andrew K. Fisher
July 30, 2020 — Webinar on QSFs: What Every Settlement Planner Should Know
Panelists:
Mark Wahlstrom, Pi-Yi Mayo, Esq., Chris Lordan, CPA, Chris Bua, John Arendt
June 30, 2020 — Webinar on Planning for Clients in Today’s Low Interest Rate Environment
Panelists: Chris Bua, Rick Miller, John Stone
June 4, 2020 — Webinar on Virtual Mediations
Panelists: Scott Baughan, Dan Cavarello, Jeff Kichaven, Joseph Destralo, Anthony Prieto, Chris Bua, Paul Isaac, Jr.
January 21, 2020 — Cameron Lindahl
November 19, 2019 — Sean Pendray
October 31, 2019 — Joe Di Gangi
September 25, 2019 — Paul Isaac
August 22, 2019 — Rick Miller
Clarification on the trusts used in this case study:
“The $2MM fixed -indexed annuity was held in and owned by the Leland Supplemental Needs Trust and is a countable resource for Medicaid. The $500K Trust was held by a local bank and the funds were spent down to purchase the home, the furnishings and the handicapped equipped van.”
July 17, 2019 — Joe Di Gangi
June 27, 2019 — Joseph Tombs
May 29, 2019 — John Stone
April 25, 2019 — Joe Di Gangi