Re-Thinking How to Use Qualified Settlement Funds: Changes in Law &...
Description
Description
Plaintiffs often face pressure to make major financial decisions immediately after negotiating a settlement amount—decisions that can have long-term tax and planning consequences. Qualified Settlement Funds (QSFs) offer a solution, allowing plaintiffs to secure their settlement while gaining valuable time to consider allocation, tax strategies, and financial planning.
Join Jeremy Babener and Rachel McCrocklin in a 60-minute webinar that will focus on how plaintiff attorneys can leverage QSFs to better serve their clients, avoid rushed decisions, and preserve post-settlement flexibility. They will also cover key tax benefits and what to look for when selecting a QSF Administrator.
Topics covered:
- How plaintiffs can benefit from QSFs at settlement
- Tax treatment and planning opportunities through QSF use
- Maintaining client flexibility and eligibility for post-settlement tools
- Choosing a QSF Administrator who understands plaintiff priorities
Jeremy Babener is a nationally recognized tax attorney who focuses his practice on lawsuit awards, settlements, and complex structures. He is a contributing author to the 2025 Trial Guides book, Winning Settlements. He helped found The Plaintiff Fund, which helps injured plaintiffs raise funds without risking public benefits.
Rachel McCrocklin is chief trust officer of Eastern Point Trust Company, the most prolific provider of QSFs.
