Program Details
2026-09-17 14:30:00
Over 1,000+ webinars
Course Overview
2026-09-17 14:30:00
1h CLE Credits
Intermediate
1
2:30 pm - 2:50 pm ESTDeferring receipt of a contingent fee can deliver major tax benefits. This session explains how postponing income lowers current-year tax obligations, delays taxation on any investment growth until the fee is actually received, and gives lawyers greater flexibility in how they invest and manage their earnings.
Jeremy Babener
Kent Hansen 2:50 pm - 3:10 pm ESTNot every fee deferral is structured the same way. This session compares the available deferral methods side by side, weighing how each affects timing, investment flexibility, and control over earnings — so attorneys can evaluate which approach best fits their practice and their fees.
Jeremy BabenerKent Hansen 3:10 pm - 3:30 pm ESTA deferral only delivers its tax benefits if it is executed correctly. This session walks through the key actions needed to successfully defer taxes, explains why each step matters, and provides sample language attorneys can include in their own fee agreements to support a valid deferral.
Jeremy BabenerKent HansenJeremy 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.
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.
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.
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.
Formats
