Jeremy is a nationally recognized tax expert. He counsels plaintiffs and plaintiff-side 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.
Live Video-Broadcast: November 7, 2025
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In employment and discrimination lawsuits plaintiffs often face tax liabilities on their settlement proceeds. However, there are strategic ways to minimize or defer these taxes. With the right settlement language, plaintiffs can avoid tax on certain portions of their recovery. When legal fees can’t be deducted, trust-based solutions may provide similar tax benefits. Additionally, structured settlements offer effective strategies for deferring and reducing tax burdens. This program will explore these various options and outline the necessary steps for implementation.
Key topics to be discussed:
This course is co-sponsored with myLawCLE.
Date / Time: November 7, 2025
Closed-captioning available
Jeremy Babener | Structured Consulting
Jeremy is a nationally recognized tax expert. He counsels plaintiffs and plaintiff-side 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 has developed and evaluated financial vehicles, trust arrangements, and income deferral solutions. Among these is the Plaintiff Fund Charity, a no-cost program that protects plaintiffs’ Medicaid eligibility when they fundraise for medical needs.
Jeremy is an active member of the ABA TIPS Plaintiffs’ Practice Committee and leads the Legal Committee of the Society of Settlement Planners. Earlier in his career, he served as a Fellow in the Office of Tax Policy at the U.S. Treasury Department.
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.
I. Strategies to reduce tax liabilities | 2:00pm – 2:15pm
II. Settlement language to effect tax-reducing strategies | 2:15pm – 2:30pm
III. Concerns and conversations with opposing counsel | 2:30pm – 2:45pm
IV. Solutions for plaintiffs unable to deduct legal fees | 2:45pm – 3:00pm
Approved for CLE Credits
1 General
Pending CLE Approval
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(s)
Pending CLE Approval
1 General
Approved via Attorney Submission
1 General Hours
Pending CLE Approval
1 General
Approved for CLE Credits
1.2 General
Pending CLE Approval
1 General
Pending CLE Approval
1 General
Pending CLE Approval
1 General
Pending CLE Approval
1 General
Pending CLE Approval
1 Substantive
Pending CLE Approval
1 General
Pending CLE Approval
1 General
No MCLE Required
1 CLE Hour(s)
No MCLE Required
1 CLE Hour(s)
Pending CLE Approval
1 General
No MCLE Required
1 CLE Hour(s)
Pending CLE Approval
1 General
Approved for CLE 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 CLE Credits
1 General
Pending CLE Approval
1 General
Approved for CLE 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
Pending CLE Approval
1 General
No MCLE Required
1 CLE Hour(s)
Pending CLE Approval
1 General
Approved for CLE Credits
1 General
Pending CLE Approval
1 General
Not Eligible
1 General Hours
Approved for CLE Credits
1 General
Approved via Attorney Submission
1 Law & Legal Hours
Pending CLE Approval
1 General
Pending CLE Approval
1.2 General
Pending CLE Approval
1 General