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Personal Injury Settlement: To Structure or not to Structure - That is the Question. (5/07)
[20-day Rental](Self Study)
2.0 Total CLE Units (No Ethics)
Product №:DVD104-190
Length: 1 Hour 56 Minutes
Publish Date:  5/23/2007
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  Item Description | Credit Information | Pricing | Faculty | Course Materials
Item Description Back to top

  • Learn how to maximize the benefit of a recovery for your clients;
  • Distinguish between fact and fiction when it comes to structured settlements and lump sum cash investments;
  • Discover alternatives in protecting your clients from themselves and others;
  • Determine the impact of a structured settlement on your clients' eligibility for public assistance, and ways in which to protect such benefits.

Key Points:

  • A structured settlement can be invaluable in settling a case, but can do more harm than good if not done properly!
  • Along with a structured settlement, lump sum cash investments can provide for future needs and opportunity for growth! Think diversification!
  • Don't overlook the potential impact of a settlement, whether structured or not, on your clients' eligibility for public assistance, such as Supplemental Security Income and Medicaid!
The Completion Date for Self Study is the date you reviewed the materials.  Not the Completion Date listed on the Certificate of Completion. 
 
Rental Policies:
The rental period is for 20 days. DVDs must be returned to the State Bar office. A late fee of $10.00 per day will be charged for DVDs not returned on time.  You will be responsible for the replacement cost of any DVDs that are lost or damaged.  The DVDs are copyrighted material and may not be duplicated.
 
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Credit Information Back to top
2.0 Total CLE Units (No Ethics)

PricingBack to top
  • DVD w/Electronic Manual
$50.00 
  • DVD w/Manual (Hardcopy)
$70.00 


Faculty Back to top
Bridget O. Brien Swartz, Law Office of Bridget O'Brien Swartz PLLC
Patrick Bertenshaw, CFP, Phoenix

Course Materials Back to top

icon_acrobatPI-settlement-Web-5-16 (470 KB)
icon_acrobatManual (58 Pages, 711 KB)
icon_acrobatPowerPoint Slides (in note taking format) (14 Pages, 206 KB)

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