Jeremy has helped companies grow at every stage of the business life cycle. He educates and advises on legal and policy issues for the Society of Settlement Planners (SSP), a national organization of holistic financial planners dedicated to serving personal injury plaintiffs.
This program provides a comprehensive guide to key tax considerations in personal injury settlements. We’ll cover the importance of clearly substantiating the tax treatment of settlement payments in the settlement agreement, particularly when it comes to damages for emotional distress. Babener also covers the impact of tax laws such as the Alternative Minimum Tax (AMT), the Net Investment Income Tax (NIT), and the Kiddie Tax, explaining how structured settlements can help mitigate these tax burdens. Advisors are reminded to consider tax implications early in the settlement process, as even the initial stages of a lawsuit can significantly influence a claimant’s tax position.
Key topics to be discussed:
Closed-captioning available
Jeremy Babener | Structured Consulting
Founder & Consultant at Structured Consulting, Jeremy has helped companies grow at every stage of the business life cycle. He educates and advises on legal and policy issues for the Society of Settlement Planners (SSP), a national organization of holistic financial planners dedicated to serving personal injury plaintiffs.
Beyond his work with SSP, Jeremy provides counsel on tax and business matters, specializing in investment funds, lawsuit settlements, and tax-advantaged arrangements.
His experience includes negotiating and drafting agreements related to investment products, vendor relationships, capital raises, credit facilities, and bank payment servicing. Additionally, he has marketed to investors and managed outside counsel.
Previously, Jeremy advised Lane Powell’s diverse practice groups—including business, employment, litigation, and bankruptcy—on a wide range of tax issues. He was also frequently requested by client companies to serve as outside general counsel.
Furthermore, he has contributed to the drafting of regulations concerning non-compensatory partnership options, exchanges of partnership debt for equity, and other complex partnership tax matters.
Earlier in his career, in 2008, he worked on defenses and settlements for personal injury claims against U.S. government entities, including the U.S. Army, FBI, and VA.
I. Tax treatment of settlement payments | 2:00pm – 2:20pm
II. Deductibility of medical and legal expenses | 2:20pm – 2:40pm
III. Tax implications of lump sums vs. structured settlements | 2:40pm – 3:00pm
Approved for CLE Credits
1 General
Approved for Self-Study Credits
1 General
Approved for CLE Credits
1 General
Approved for CLE Credits
1 General
Approved for CLE Credits
1 General
Pending CLE Approval
1 General
Approved for CLE Credits
1 General
No MCLE Required
1 CLE Hour
Pending CLE Approval
1 General
Approved via Attorney Submission
1 General
Pending CLE Approval
1 General
Approved for CLE Credits
1.2 General
Pending CLE Approval
1 General
Pending CLE Approval
1 General
Approved for Self-Study Credits
1 General
Approved for Self-Study Credits
1 General
Pending CLE Approval
1 Substantive
Pending CLE Approval
1 General
Pending CLE Approval
1 General
No MCLE Required
1 CLE Hour
No MCLE Required
1 CLE Hour
Pending CLE Approval
1 General
No MCLE Required
1 CLE Hour
Approved for Self-Study Credits
1 General
Approved for Self-Study Credits
1.2 General
Pending CLE Approval
1 General
Pending CLE Approval
1 General
Pending CLE Approval
1 General
Approved for CLE Credits
1 General
Pending CLE Approval
1 General
Approved for CLE Credits
60 General Minutes
Approved for CLE Credits
1.2 General
Approved for Self-Study Credits
1 General
Approved for Self-Study Credits
1 General
Approved for CLE Credits
1.2 General
Approved for Self-Study Credits
1 General
Pending CLE Approval
1 General
Approved for Self-Study Credits
1 General
Approved for Self-Study Credits
1 General
Pending CLE Approval
1 General
Pending CLE Approval
1 General
No MCLE Required
1 CLE Hour
Approved for Self-Study Credits
1 General
Pending CLE Approval
1 General
Pending CLE Approval
1 General
Not Eligible
1 General Hour
Approved for CLE Credits
1 General
Approved via Attorney Submission
1 Law & Legal
Approved for Self-Study Credits
1 General
Pending CLE Approval
1.2 General
Pending CLE Approval
1 General
only $395 yearly
only $395 yearly