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2026-05-14 14:00:00

1 Credits

Master the ethical, tax, and financial complexities of personal injury settlements. Gain practical tools to protect clients, limit liability, and make confident referral decisions.

2026-05-14 14:00:00

1 hours

Master the ethical, tax, and financial complexities of personal injury settlements. Gain practical tools to protect clients, limit liability, and make confident referral decisions.

2026-05-14 14:00:00

1 hours

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

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Learn how evolving laws impact entertainment, branding, and live experiences. Identify trademark risks in digital content, assess ticket resale practices, and structure licensing deals to prevent disputes and reduce client exposure

What will you gain

Gain practical insight into high-risk entertainment and IP issues. Improve real-time client advice, evaluate trademark exposure, anticipate regulatory pressures, and deliver strategic guidance that protects brands and minimizes liability.

Tax implications
Understand tax treatment of damages and key issues in distributing personal injury settlements.
Client consent
Explain risks, services, and limits clearly to obtain meaningful informed client consent.
Scope limitation
Ethically limit representation when financial or tax advice exceeds attorney expertise.
Professional referrals
Tax advisors and benefits specialists should be engaged at appropriate settlement stages.
Benefits eligibility
Settlements may affect client access to Medicaid, SSI, and public assistance programs.
Planning ethics
Apply professional responsibility rules to settlements involving financial, tax, or benefit considerations.

What will you learn

Learn how evolving laws impact entertainment, branding, and live experiences. Identify trademark risks in digital content, assess ticket resale practices, and structure licensing deals to prevent disputes and reduce client exposure

What will you gain

Gain practical insight into high-risk entertainment and IP issues. Improve real-time client advice, evaluate trademark exposure, anticipate regulatory pressures, and deliver strategic guidance that protects brands and minimizes liability.

Agenda

SESSION 1

ABA Model Rules and State Rulings Interpreting Such Rules

SESSION 2

Best Practices for Informed Consent and Referring Clients

SESSION 3

Defining and Narrowing the Scope of Legal Services

SESSION 4

Risks and Opportunities Tied to Taxes and Finances at Settlement

clock 2:00 pm - 2:15 pm EST

ABA Model Rules and State Rulings Interpreting Such Rules

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

Ethical obligations arising when PI settlements intersect with tax, financial, and public-benefit issues. Review of key ABA Model Rules—including Rules 1.0, 1.2, 1.4, and 2.1—and state interpretations, gaining practical guidance on recognizing risks, applying duties, and involving other professionals appropriately.

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

clock 2:15 pm - 2:30 pm EST

Best Practices for Informed Consent and Referring Clients

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

This session explores ethical requirements for obtaining informed consent and making professional referrals when settlement issues extend beyond an attorney’s expertise. Participants will learn strategies for communicating scope limits, documenting consent, and connecting clients with qualified tax, financial, or benefits professionals.

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

clock 2:30 pm - 2:45 pm EST

Defining and Narrowing the Scope of Legal Services

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

This session examines how attorneys can ethically define and limit the scope of representation in personal injury settlements involving financial or benefits issues. Participants will learn to structure limited scope services, communicate boundaries clearly, and document limitations while maintaining compliance with professional responsibility rules.

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

clock 2:45 pm - 3:00 pm EST

Risks and Opportunities Tied to Taxes and Finances at Settlement

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

This session explores financial risks and planning opportunities in personal injury settlements, including tax implications, structured settlements, and public-benefit eligibility. Participants will learn to identify issues early, communicate them effectively, and recognize when additional planning or professional input may protect clients’ financial outcomes.

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

01 04
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Jeremy Babener

Structured Legal

Peter Darling

Structured Consulting

Jeremy Babener

Structured Legal

Jeremy is a nationally recognized tax expert. He counsels plaintiffs and plaintiffside 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 taxefficient financial strategies, and negotiating settlement terms with defense teams.

Jeremy Babener

Structured Legal

Jeremy is a nationally recognized tax expert. He counsels plaintiffs and plaintiffside 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 taxefficient financial strategies, and negotiating settlement terms with defense teams.

Peter Darling

Structured Consulting

Peter Darling is a settlement advisor and a former attorney. He helps plaintiffs and trial lawyers craft tax-efficient, financially beneficial and strategic settlement strategies. With a career which spans over two decades, Peter’s work incorporates expertise in law, business development, strategy and marketing. He began his career as an advertising copywriter under Peter Arnell at Arnell/Bickford Associates, contributing to major campaigns for clients like Donna Karan and Lifetime Television and winning the J. Walter Thompson copywriting competition. After earning his J.D. from the University of Pennsylvania Law School, he practiced commercial litigation before co-founding Flycast Communications.

Education & Credentials

Peter Darling earned his J.D. from the University of Pennsylvania Law School and holds a B.A. with honors in English Literature from Swarthmore College. He is also a certified Kauffman FastTrac trainer, reflecting his expertise in entrepreneurship and business development. His academic and professional background combines legal training with strategic and business-focused education.

Recognition & Leadership

Peter has built a distinguished career spanning law, business, and strategic consulting. He was part of the founding teams of multiple venture-backed companies, including Flycast Communications, which grew to more than 350 employees, went public, and was later sold for $750 million. His leadership experience extends across startups, consulting, and the legal industry.

Professional Involvement

Throughout his career, Peter has worked with companies and professional service firms across Asia, Europe, and North America. He has advised leading law firms and advertising agencies on strategy, marketing, and business development. In addition to consulting, he is an active trainer, speaker, and published author in the legal and consulting sectors.

Experience

Peter is a settlement advisor and former litigation attorney who helps plaintiffs and trial lawyers develop tax-efficient and financially strategic settlement approaches. His work draws on more than two decades of experience spanning litigation, entrepreneurship, and consulting. By combining legal knowledge with strategic and financial insight, he helps attorneys craft settlement strategies that maximize long-term client outcomes.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Personal injury settlements involve more than compensation, carrying tax, financial, and public-benefit implications affecting clients’ long-term wellbeing. Attorneys must recognize and address these issues, even outside their core practice area.
95%
Of personal injury cases settle before trial, highlighting how frequently attorneys must address the financial, tax, and benefits implications that arise when compensation is finalized.
$87B
In personal injury claims are paid annually in the United States, highlighting significant financial stakes and the critical importance of recognizing tax and financial risks during settlement planning.
31M
Injury-related accidents occur annually in the United States, showing how many individuals rely on attorneys to navigate financial and ethical complexities tied to settlement outcomes.
$52B
In annual revenue is generated by the U.S. personal injury legal industry, reflecting its scale and reinforcing the need for attorneys to understand ethical responsibilities when financial issues arise.

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MCLE Credits

Alabama
Pending
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Approved
Arizona
Approved
Arkansas
Approved
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Approved
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Pending
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Approved
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Pending
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No Required
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Approved
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Pending
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Approved
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Pending
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Pending
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Pending
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Pending
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Pending
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Pending
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Pending
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Pending
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No Required
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No Required
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No Required
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Pending
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Pending
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Approved
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Pending
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Approved
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Approved
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Pending
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Approved
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Pending
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Approved
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Pending
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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