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Maximizing Net Recovery in Employment Claim Settlements

Employment and discrimination plaintiffs often lose part of their recovery to taxes. Learn to draft settlement language that supports tax-efficient outcomes, raise sensitive tax issues with defense counsel, and use arrangements to reduce or defer the tax burden.

2026-11-12 14:30:00

Program Details

2026-11-12 14:30:00

2026-11-12 14:30:00

1h CLE Credits

2026-11-12 14:30:00

Program Details

2026-11-12 14:30:00

Program Details

2026-11-12 14:30:00

Over 1,000+ webinars

2026-11-12 14:30:00

Course Overview

The Settlement Number Isn’t What Your Client Keeps

2026-11-12 14:30:00

Plaintiffs in employment and discrimination cases often face tax exposure on their settlements. Yet, there are effective ways to reduce or defer those taxes. Strategic settlement language can exclude certain amounts from taxation. Structured settlements are also a powerful tool for spreading out and reducing tax burdens. This session will walk through each of these strategies and the steps needed for implementation.

A favorable settlement is only half the result, and what your client keeps is shaped by choices made before the agreement is signed. Leave the settlement language generic, and amounts that could be excluded from taxation may not be. Assume legal fees will be deductible, and your client may be left without relief. Take the full recovery up front, and the tax burden arrives all at once. Stay silent with defense counsel, and tax-efficient terms never reach the agreement.

Led by Jeremy Babener and co-presenter Kent Hansen, the session leaves you with settlement language that supports tax outcomes and an approach for raising sensitive tax issues with defense counsel. You also get a working view of arrangements that spread out tax burdens.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Strategic Tax Planning
How strategic planning reduces the tax liabilities plaintiffs in employment and discrimination cases face on their settlements.
02
Tax-Driven Settlement Drafting
How to draft settlement language that supports tax-efficient outcomes and can exclude certain amounts from taxation.
03
Defense Counsel Communication
How to communicate with defense counsel on sensitive tax issues so tax-efficient terms make it into the agreement.
04
Structured Settlement Deferral
How structured settlements spread out and reduce the tax burden on a plaintiff’s recovery.
05
Implementation Steps
How to work through the steps needed to implement each tax-reduction strategy in an actual settlement.
06
Settlement Ethics Considerations
How to navigate the ethical considerations that can arise in settlement practice when tax issues are on the table.

Program schedule

clock 2:30 pm - 2:50 pm EST

Reducing Tax Liabilities Through Strategic Planning

This session teaches plaintiff-side attorneys how to reduce the tax liabilities their clients face on employment and discrimination settlements through strategic planning, covering the tax exposure these settlements often carry, the effective ways to reduce or defer those taxes, and the role of structured settlements in spreading out and reducing tax burdens. Attorneys can be equipped to evaluate a client’s tax exposure before settlement terms are set and propose tax-efficient and financial strategies that help maximize recovery outcomes. The segment also addresses the steps needed to put these planning strategies into effect.

Jeremy BabenerJeremy Babener
Kent HansenKent Hansen
clock 2:50 pm - 3:10 pm EST

Drafting Settlement Language to Support Tax Outcomes

This session teaches plaintiff-side attorneys how to draft settlement language that supports their clients’ intended tax outcomes, covering how strategic settlement language can exclude certain amounts from taxation and the drafting and refining of settlement terms in employment and discrimination cases. Attorneys will leave able to review proposed settlement terms with tax outcomes in mind and craft language that supports, rather than undermines, the plaintiff’s net recovery. The segment also addresses the implementation steps needed to carry that language into the final agreement.

Jeremy BabenerJeremy Babener
Kent HansenKent Hansen
clock 3:10 pm - 3:30 pm EST

Communicating with Defense Counsel on Sensitive Tax Issues

This session teaches plaintiff-side attorneys how to communicate with defense counsel on sensitive tax issues in employment and discrimination settlements, covering when and how to raise tax considerations during settlement discussions and how to present proposed tax-efficient strategies to the other side. Attorneys will leave able to negotiate the adoption of tax-efficient settlement terms with defense teams while keeping the focus on resolving the claim. The segment also addresses the ethical considerations that can arise in settlement practice when tax issues are on the table.

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

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Live stream programs

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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