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Program Details
2026-10-15 14:30:00
Over 1,000+ webinars
Course Overview
2026-10-15 14:30:00
1h CLE Credits
Intermediate
1
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.
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.
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.
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.
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.
Structured Legal
Structured Legal
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.
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.
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.
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.
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.
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