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Course Details

Course Information
  • smart_display Format

    Live Online with Live Q&A

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Personal Injury and Med Mal

Date & Time
  • event Date

    Tuesday, July 22, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

$197.00
CLE
ALL

This CLE webinar will discuss structured settlements, focusing on their usage in complex claims such as Workers’ Compensation with MSAs, catastrophic injuries, and special needs planning. 

Faculty

Phillip M. Krause
Principal
Krause Capital, Inc

Mr. Krause is the President of Krause Capital, Inc. and Structured, LLC.  He is a registered representative of FINRA and a registered investment advisor with the SEC. Mr. Krause consults on issues related to resolving mass torts, class actions and complex insurance claims. He is an expert on 468B Qualified Settlement Fund administration, structured settlement annuities and Trust administration. Recently, Mr. Krause has consulted on the NFL Concussion Settlement and the Dr. Larry Nassar – Michigan State University Settlement, where he provided advice on how to allocate settlement proceeds to claimants seeking to protect both their government benefits eligibility and settlement proceeds from future creditors.

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Description

To best serve their clients, attorneys involved in litigation and claims resolution need to understand when and why to recommend a structured settlement annuity. They then must be able to navigate the process of quoting and issuing structured annuities.

Among other things, this process will require attorneys to evaluate Medicare Set-Aside allocations and understand how to fund them using annuities, address payment of attorneys fees, and understand how to incorporate attorney fee deferrals into the settlement process. In some cases, it is advisable to apply structured settlements in Special Needs Trusts and for minors/incapacitated adults.

Listen as this outstanding panel of financial and legal experts shares insights and guidance for attorneys negotiating structured settlements in the context of complex claims.


Outline

I. Introduction to structured settlement annuities

II. Use of structured settlements in worker’s compensation claims

III. Medicare set-asides (MSAs) and structured annuities

IV. Structured settlements in catastrophic injury claims

V. Special considerations: minors, incapacitated adults, and special needs trusts

VI. Qualified settlement funds (QSFs) and structuring

VII. Attorney fee deferrals using structured settlements

VIII. Specimen contract and application review

IX. Practical case studies and settlement scenarios

X. Q&A / Interactive discussion

Benefits

The panel will review these and other critical issues:

  • What factors weigh in favor of a structed settlement?
  • What are best practices for quoting and issuing structured annuities?
  •  What are the key tax advantages of structured settlements?