Tax & Financial Planning at Personal Injury Settlement - Live W...
Description
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 structuring 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.
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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.260826W00
Details
Details
Live Webinar:
August 26th , 2026 ♦ 3:30 PM ET ♦ 12:30 PM PT
60 minutes followed by up to 15 minutes of Q&A
Accreditation
Accreditation
Approved and Pending Credits
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Accreditation Not Available
VA
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