Program Details
2026-03-12 14:00:00
Over 1,000+ webinars
Course Overview
2026-03-12 14:00:00
1h CLE Credits
Intermediate
1
2:00 pm - 2:20 pm ESTThis session covers the foundational rules for determining how settlement payments are classified under federal tax law. Participants will learn the critical distinction between excludable damages under IRC Section 104(a)(2) and taxable components, including punitive damages, employment-related payments, and interest. The session emphasizes the importance of clear settlement agreement language to establish tax treatment.
Jeremy Babener
Peter Darling 2:20 pm - 2:40 pm ESTExplore which expenses associated with personal injury claims are tax-deductible and how settlement structure affects deduction eligibility. This session addresses the interplay between settlement classification and the ability to deduct costs, including the impact of AMT on miscellaneous itemized deductions and strategies to preserve deduction rights.
Jeremy BabenerPeter Darling 2:40 pm - 3:00 pm ESTAnalyze the comparative tax consequences of different settlement payment structures. This final session examines how receiving payments over time through structured settlements reduces tax burden, protects against AMT and NIIT implications, and provides greater financial security compared to lump sum distributions.
Jeremy BabenerPeter DarlingJeremy 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.
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.
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.
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.
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
