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Tax & Financial Planning at Personal Injury Settlement - On Demand CLE

Jeremy Babener
$100.00

Format

Description

Settlement success is measured by more than what a defendant pays. It's also what the plaintiff keeps. The tax and financial decisions attorneys make presettlement can greatly affect their clients’ long-term financial stability and public benefit eligibility. In this session, Jeremy Babener will explore how plaintiffs’ attorneys can proactively address and reduce tax exposure through strategies and formal arrangements. Attorneys will also learn when and how to involve outside professionals to strengthen their clients’ post-settlement position.

Babener will cover:

  • Key tax and financial issues to identify before finalizing a settlement
  • Strategies for protecting eligibility for needs-based benefits
  • How to structure settlements to reduce tax liability and maximize value
  • When to involve tax advisors, financial planners, and other specialists

Jeremy Babener is a nationally recognized tax attorney who focuses on lawsuit awards, settlements, and complex structures. 

Click here for Access Instructions for On Demand Programs.

Each user must register individually as they will need their own login to access the program and comply with CLE requirements. 

Need accreditation in another jurisdiction?  Fill out this form and note Course No.260826D00

Shop all Continuing Legal Education videos for lawyers.

Author

Details

On Demand Program: TBD

Accreditation

Approved and Pending Credits

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Accreditation Not Available



MO, VA



We will apply for accreditation in your state upon request. Please use the form at the bottom of the product description to request accreditation in your state.


Overall rating: 4.0 / 5 from 1 reviews.

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"What were your key takeaways from the program? The code references and structure of the presentation and the references to specific issues were very helpful, especially to alert this trial lawyer to avoid problems I might have missed. Which topics did you find least valuable and why? I was already aware of tax and benefit issues related to medical expenses but I do believe it was proper to reference this subject."

— Brian O. (4/5)

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Tax & Financial Planning at Personal Injury Settlement - On Demand CLE

$100.00

Settlement success is measured by more than what a defendant pays. It's also what the plaintiff keeps. The tax and financial decisions attorneys make presettlement can greatly affect their clients’ long-term financial stability and public benefit eligibility. In this session, Jeremy Babener will explore how plaintiffs’ attorneys can proactively address and reduce tax exposure through strategies and formal arrangements. Attorneys will also learn when and how to involve outside professionals to strengthen their clients’ post-settlement position.

Babener will cover:

Jeremy Babener is a nationally recognized tax attorney who focuses on lawsuit awards, settlements, and complex structures. 

Click here for Access Instructions for On Demand Programs.

Each user must register individually as they will need their own login to access the program and comply with CLE requirements. 

Need accreditation in another jurisdiction?  Fill out this form and note Course No.260826D00

Shop all Continuing Legal Education videos for lawyers.

Format

  • On Demand Program
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