Program Details
2025-10-03 14:00:00
Over 1,000+ webinars
Course Overview
2025-10-03 14:00:00
1h CLE Credits
Intermediate
1
2:00 pm - 2:12 pm ESTThis session explores how Qualified Settlement Funds bridge the gap between plaintiff and defense interests during settlement. Learn how QSFs enable defendants to walk away quickly while preserving plaintiffs’ access to valuable tax and financial planning tools.
Rachel McCrocklin
Jeremy Babener. 2:12 pm - 2:24 pm ESTDiscover the critical importance of proper allocation in settlement agreements and how it affects tax treatment across physical injury, emotional distress, and employment cases. This session also addresses the double tax problem and introduces the Plaintiff Recovery Trust as a powerful solution.
Rachel McCrocklinJeremy Babener. 2:24 pm - 2:36 pm ESTUnderstand how QSFs create essential time and space for plaintiffs to make informed financial decisions without settlement pressure. This session covers benefit preservation strategies for Medicaid eligibility and the confidentiality advantages QSFs provide for both parties.
Rachel McCrocklinJeremy Babener. 2:36 pm - 2:48 pm ESTLearn the mechanics of integrating QSFs into settlements when defense cooperation is limited or unavailable. This session covers how QSFs resolve tax reporting issues and enable structured settlements without requiring defense involvement in planning decisions.
Rachel McCrocklinJeremy Babener. 2:48 pm - 3:00 pm ESTExamine the essential criteria for choosing a qualified QSF provider, including regulatory compliance, creation speed, and tax arrangement familiarity. Identify red flags that indicate a provider may not serve plaintiff interests effectively.
Rachel McCrocklinJeremy Babener.Rachel is Chief Trust Officer at Eastern Point Trust Company, a highly respected trustee that offers all manners of settlement-related trusts. She regularly coordinates qualified settlement funds, plaintiff recovery trusts, and settlement escrow trust solutions.
Jeremy advises plaintiffs and plaintiff lawyers on tax strategies at settlement, leveraging experience from the U.S. Treasury’s Office of Tax Policy.
Rachel is Chief Trust Officer at Eastern Point Trust Company, a highly respected trustee that offers all manners of settlement-related trusts. She regularly coordinates qualified settlement funds, plaintiff recovery trusts, and settlement escrow trust solutions.
Jeremy advises plaintiffs and plaintiff lawyers on tax strategies at settlement, leveraging experience from the U.S. Treasury’s Office of Tax Policy.
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
