Program Details
2026-05-14 14:00:00
Over 1,000+ webinars
Course Overview
2026-05-14 14:00:00
1h CLE Credits
Intermediate
1
2:00 pm - 2:15 pm ESTEthical obligations arising when PI settlements intersect with tax, financial, and public-benefit issues. Review of key ABA Model Rules—including Rules 1.0, 1.2, 1.4, and 2.1—and state interpretations, gaining practical guidance on recognizing risks, applying duties, and involving other professionals appropriately.
Jeremy BabenerPeter Darling 2:15 pm - 2:30 pm ESTThis session explores ethical requirements for obtaining informed consent and making professional referrals when settlement issues extend beyond an attorney’s expertise. Participants will learn strategies for communicating scope limits, documenting consent, and connecting clients with qualified tax, financial, or benefits professionals.
Jeremy BabenerPeter Darling 2:30 pm - 2:45 pm ESTThis session examines how attorneys can ethically define and limit the scope of representation in personal injury settlements involving financial or benefits issues. Participants will learn to structure limited scope services, communicate boundaries clearly, and document limitations while maintaining compliance with professional responsibility rules.
Jeremy BabenerPeter Darling 2:45 pm - 3:00 pm ESTThis session explores financial risks and planning opportunities in personal injury settlements, including tax implications, structured settlements, and public-benefit eligibility. Participants will learn to identify issues early, communicate them effectively, and recognize when additional planning or professional input may protect clients’ financial outcomes.
Jeremy BabenerPeter DarlingJeremy is a nationally recognized tax expert. He counsels plaintiffs and plaintiff-side law firms on settlement planning, helping to maximize recovery outcomes. He also reviews and structures settlement transactions for trust companies, insurance companies, and other financial institutions. Jeremy has worked across a broad spectrum of cases and settlement sizes, including individual claims, mass torts, and class actions. His role often includes drafting and refining settlement terms, proposing tax-efficient and financial strategies, and negotiating their adoption with defense teams. He frequently speaks on settlement taxation and ethics at law schools such as NYU School of Law and the University of Chicago, contributes articles to Forbes, Bloomberg, and the ABA, and shares his insights on CNN, Fox News, and CNBC.
Peter Darling is a settlement advisor and a former attorney. He helps plaintiffs and trial lawyers craft tax-efficient, financially beneficial and strategic settlement strategies. With a career which spans over two decades, Peter’s work incorporates expertise in law, business development, strategy and marketing. He began his career as an advertising copywriter under Peter Arnell at Arnell/Bickford Associates, contributing to major campaigns for clients like Donna Karan and Lifetime Television and winning the J. Walter Thompson copywriting competition. After earning his J.D. from the University of Pennsylvania Law School, he practiced commercial litigation before co-founding Flycast Communications.
Jeremy is a nationally recognized tax expert. He counsels plaintiffs and plaintiff-side law firms on settlement planning, helping to maximize recovery outcomes. He also reviews and structures settlement transactions for trust companies, insurance companies, and other financial institutions. Jeremy has worked across a broad spectrum of cases and settlement sizes, including individual claims, mass torts, and class actions. His role often includes drafting and refining settlement terms, proposing tax-efficient and financial strategies, and negotiating their adoption with defense teams. He frequently speaks on settlement taxation and ethics at law schools such as NYU School of Law and the University of Chicago, contributes articles to Forbes, Bloomberg, and the ABA, and shares his insights on CNN, Fox News, and CNBC.
Peter Darling is a settlement advisor and a former attorney. He helps plaintiffs and trial lawyers craft tax-efficient, financially beneficial and strategic settlement strategies. With a career which spans over two decades, Peter’s work incorporates expertise in law, business development, strategy and marketing. He began his career as an advertising copywriter under Peter Arnell at Arnell/Bickford Associates, contributing to major campaigns for clients like Donna Karan and Lifetime Television and winning the J. Walter Thompson copywriting competition. After earning his J.D. from the University of Pennsylvania Law School, he practiced commercial litigation before co-founding Flycast Communications.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
