Maximizing Settlements in Employment and Discrimination Cases

Jeremy Babener
Jeremy Babener
Structured Consulting

Jeremy consults for plaintiffs and plaintiff lawyers on settlement issues. He serves on the legal committees of the three national settlement planning associations, and previously served in the U.S. Treasury’s Office of Tax Policy.

Greg Maxwell
Greg Maxwell
Amicus Settlement Planners

Greg Maxwell, Esq., CFP®, advises plaintiff firms across the country on settlement planning, special needs planning, and income tax planning. He previously served as President of the Society of Settlement Planners.

On-Demand: November 6, 2023

$95.00 1 hour CLE

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Program Summary

Plaintiffs are taxed when settling lawsuits for employment and discrimination. With minimal settlement language, they can often avoid tax on portions of their recovery. When they can’t deduct their legal fees, they can use trust solutions that have the same effect. And to defer and reduce tax, they can use a structured settlement. This presentation will walk through their many options and the steps necessary to implement.

Key topics to be discussed:

  • Needed settlement language in taxable cases
  • Ways to minimize employment and income tax
  • What to do when plaintiff can’t deduct legal fees

Date / Time: November 6, 2023

Closed-captioning available

Speakers

Jeremy-Babener_Structured-Consulting_myLawCLEJeremy Babener | Structured Consulting

Jeremy consults for plaintiffs and plaintiff lawyers on settlement issues. He serves on the legal committees of the three national settlement planning associations, and previously served in the U.S. Treasury’s Office of Tax Policy.

 

Greg Maxwell_myLawCLEGreg Maxwell | Amicus Settlement Planners

Greg Maxwell, Esq., CFP®, advises plaintiff firms across the country on settlement planning, special needs planning, and income tax planning. He previously served as President of the Society of Settlement Planners.

Agenda

I. Needed settlement language in taxable cases | 2:00pm – 2:20pm

II. Ways to minimize employment and income tax | 2:20pm – 2:40pm

III. What to do when plaintiff can’t deduct legal fees | 2:40pm – 3:00pm