SSP Monthly Webinar Replays

March 15, 2024 — How to Level-Up Your SSP Skills: Practical Tools for Financial Settlement Planning & Takeaways

Presenter: Susan Bradley and Traci Kaas

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, 2023The 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, 2023Fee 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