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How Qualified Settlement Funds Streamline Settlements

Settlements stall while plaintiffs weigh life-altering tax decisions and defendants wait to close their books. Learn when a Qualified Settlement Fund breaks that deadlock — how to integrate one into settlement, preserve benefit eligibility, and vet a QSF Administrator.

2026-10-15 14:30:00

1 hours

Program Details

2026-10-15 14:30:00

2026-10-15 14:30:00

1h CLE Credits

2026-10-15 14:30:00

1 hours

Program Details

2026-10-15 14:30:00

Program Details

2026-10-15 14:30:00

Over 1,000+ webinars

2026-10-15 14:30:00

1 hours

Course Overview

The Deal Is Done. The Decisions Aren’t

2026-10-15 14:30:00

Most settlements do not stall over the amount. They stall over what comes next. Tax and financial planning concerns delay the closing date, and both sides feel the frustration. Plaintiffs face life-altering decisions on someone else’s clock. Defendants wait to close their books.

Rush the plaintiff, and their pivotal decisions are rushed. Wait for the plaintiff, and the defendant’s file stays open. Overlook benefit eligibility, and a client loses what the recovery was meant to protect. Pick the wrong administrator, and the fund becomes the new bottleneck. A Qualified Settlement Fund separates the two clocks: the defendant finalizes payment; the plaintiff keeps time.

You will leave knowing how to make the judgment calls, not just the definition. When a QSF fits and when it does not. How it works with the settlement process you already run. Where the tax treatment creates planning room. And the diligence questions that separate a qualified QSF Administrator from a costly one.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Plaintiff and Defense Use
Recognize the situations on both sides of the table where a QSF is the right tool for resolving a case, and where it is not.
02
Tax Treatment Levers
Work through the tax treatment of a QSF and the planning opportunities that separating funding from distribution creates.
03
Benefit Eligibility Protection
Keep a client’s benefit eligibility intact while the recovery sits in the fund and settlement planning is completed.
04
Client Timing and Discretion
Give the plaintiff room to make life-altering decisions on their own timetable without holding the defendant’s closing hostage.
05
Settlement Process Integration
Fold the QSF into the settlement process you already run — from documentation through defendant payment and distribution.
06
Administrator Due Diligence
Evaluate a QSF Administrator on what a qualified and reliable one actually delivers, so the fund does not become the delay.

Program schedule

clock 2:30 pm - 2:42 pm EST

Use Of QSFs by Both Plaintiffs and Defense

Examine how a Qualified Settlement Fund serves each side of the table. Defendants finalize payment and close their books; plaintiffs gain time. Identify the case profiles — individual claims, mass torts, class actions — where the structure earns its place in a settlement.

Jeremy BabenerJeremy Babener
Kent HansenKent Hansen
clock 2:42 pm - 2:54 pm EST

Tax Treatment and Planning Opportunities

Work through the tax treatment that makes a QSF useful, and the planning it unlocks once funding and distribution are separated. Cover tax-efficient strategies that maximize recovery, and the timing decisions that determine what remains available to the client.

Jeremy BabenerJeremy Babener
Kent HansenKent Hansen
clock 2:54 pm - 3:06 pm EST

Preserving Benefit Eligibility and Client Discretion

Address what a rushed disbursement can cost. Learn how holding a recovery in the fund protects needs-based benefit eligibility while planning is completed, and how it preserves the client’s discretion over structured settlements, attorney fee deferral, and lien resolution.

Jeremy BabenerJeremy Babener
Kent HansenKent Hansen
clock 3:06 pm - 3:18 pm EST

Integrating QSFs into the Settlement Process

Fold the fund into the process you already run. Walk the sequence from settlement documentation through defendant funding, administration, and distribution, and pinpoint where the QSF is raised in negotiation so it accelerates closing rather than delaying it.

Jeremy BabenerJeremy Babener
Kent HansenKent Hansen
clock 3:18 pm - 3:30 pm EST

Choosing A Qualified and Reliable QSF Administrator

Not every administrator is equal. Review the criteria that separate a qualified, reliable QSF Administrator from a costly one — trust platform depth, coordination with settlement planners and lienholders, and the administrative time a firm actually saves or loses.

Jeremy BabenerJeremy Babener
Kent HansenKent Hansen
Jeremy Babener

Jeremy Babener

Structured Legal

Kent Hansen

Kent Hansen

Structured Legal

Jeremy Babener

Jeremy Babener

Structured Legal

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.

Education & Credentials

Jeremy is a nationally recognized tax expert with extensive experience advising on the tax and financial aspects of legal settlements. Earlier in his career, he served as a Fellow in the Office of Tax Policy at the U.S. Treasury Department, where he gained insight into federal tax policy. His background provides a strong foundation for advising attorneys and clients on complex settlement-related tax issues.

Recognition & Leadership

Jeremy is widely recognized for his expertise in settlement taxation and planning. He chairs the Legal Committee of the Society of Settlement Planners and is known for helping shape discussions around ethical and tax considerations in settlement practice. His leadership roles reflect his influence in advancing best practices within the settlement planning community.

Professional Involvement

He is actively involved in several prominent legal organizations, including the American Association for Justice (AAJ) Public Education Committee and the American Bar Association’s TIPS Plaintiffs’ Practice Committee. Through these roles, Jeremy contributes to professional education and policy discussions affecting plaintiff-side practitioners.

Experience

Jeremy has worked on a wide range of cases, including individual claims, mass torts, and class actions of varying settlement sizes. His work often involves structuring settlement transactions, developing tax-efficient financial strategies, and negotiating settlement terms with defense teams.
Kent Hansen

Kent Hansen

Structured Legal

Kent Hansen is a settlement planner and attorney based in Logan, Utah, who focuses on advising plaintiffs and plaintiff attorneys on the tax treatment of settlements and strategies to maximize settlement value. Through his work at Structured Legal, he provides guidance on structuring outcomes to achieve optimal financial results. In addition to his legal practice, he serves as a consultant for Structured Consulting, where he assists settlement planners in identifying key issues and implementing value-driven arrangements.

Education & Credentials

Kent Hansen holds a law degree from Texas Tech University School of Law, along with a master’s degree in Personal Financial Planning from Texas Tech University. He also earned a bachelor’s degree in History from Utah State University and is licensed to practice law in Utah.

Recognition & Leadership

He currently serves as a board member of the Estate Planning Council of Northern Utah and previously held a board position with the Society of Settlement Planners, reflecting his leadership and involvement within professional organizations related to his field.

Professional Involvement

Kent is actively engaged in the settlement planning community through his roles with Structured Legal and Structured Consulting, where he collaborates with attorneys and other professionals to address settlement-related financial and tax considerations and to enhance planning strategies.

Experience

His experience centers on settlement planning, where he advises on tax implications and develops strategies to maximize settlement outcomes for plaintiffs. Additionally, his consulting work involves supporting settlement planners in issue-spotting and structuring arrangements designed to create greater value in settlement scenarios.
Jeremy Babener

Jeremy Babener

Structured Legal

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.

Education & Credentials

Jeremy is a nationally recognized tax expert with extensive experience advising on the tax and financial aspects of legal settlements. Earlier in his career, he served as a Fellow in the Office of Tax Policy at the U.S. Treasury Department, where he gained insight into federal tax policy. His background provides a strong foundation for advising attorneys and clients on complex settlement-related tax issues.

Recognition & Leadership

Jeremy is widely recognized for his expertise in settlement taxation and planning. He chairs the Legal Committee of the Society of Settlement Planners and is known for helping shape discussions around ethical and tax considerations in settlement practice. His leadership roles reflect his influence in advancing best practices within the settlement planning community.

Professional Involvement

He is actively involved in several prominent legal organizations, including the American Association for Justice (AAJ) Public Education Committee and the American Bar Association’s TIPS Plaintiffs’ Practice Committee. Through these roles, Jeremy contributes to professional education and policy discussions affecting plaintiff-side practitioners.

Experience

Jeremy has worked on a wide range of cases, including individual claims, mass torts, and class actions of varying settlement sizes. His work often involves structuring settlement transactions, developing tax-efficient financial strategies, and negotiating settlement terms with defense teams.
Kent Hansen

Kent Hansen

Structured Legal

Kent Hansen is a settlement planner and attorney based in Logan, Utah, who focuses on advising plaintiffs and plaintiff attorneys on the tax treatment of settlements and strategies to maximize settlement value. Through his work at Structured Legal, he provides guidance on structuring outcomes to achieve optimal financial results. In addition to his legal practice, he serves as a consultant for Structured Consulting, where he assists settlement planners in identifying key issues and implementing value-driven arrangements.

Education & Credentials

Kent Hansen holds a law degree from Texas Tech University School of Law, along with a master’s degree in Personal Financial Planning from Texas Tech University. He also earned a bachelor’s degree in History from Utah State University and is licensed to practice law in Utah.

Recognition & Leadership

He currently serves as a board member of the Estate Planning Council of Northern Utah and previously held a board position with the Society of Settlement Planners, reflecting his leadership and involvement within professional organizations related to his field.

Professional Involvement

Kent is actively engaged in the settlement planning community through his roles with Structured Legal and Structured Consulting, where he collaborates with attorneys and other professionals to address settlement-related financial and tax considerations and to enhance planning strategies.

Experience

His experience centers on settlement planning, where he advises on tax implications and develops strategies to maximize settlement outcomes for plaintiffs. Additionally, his consulting work involves supporting settlement planners in issue-spotting and structuring arrangements designed to create greater value in settlement scenarios.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC1.0
DE1.0
FL1.0
GA1.0
HI1.0
IA1.0
ID1.0
IL1.0
IN1.0
KS1.0
KY1.0
LA1.0
MA1.0
MD1.0
ME1.0
MI1.0
MN1.0
MO1.2
MS1.0
MT1.0
NC1.0
ND1.0
NE1.0
NH60.0
NJ1.0
NM1.0
NV1.0
NY1.0
OH1.0
OK1.0
OR1.0
PA1.0
RI1.0
SC1.0
SD1.0
TN1.0
TX1.0
UT1.0
VA1.0
VT1.0
WA1.0
WI1.0
WV1.2
WY1.0

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Pending
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

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

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs