Ethics for Plaintiff Firms at Settlement

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. ABA Model Rules, including Rule 1.2 | 2:00pm – 2:15pm

II. Proper steps to secure informed consent and make referrals | 2:15pm – 2:30pm

III. Narrowing the plaintiff lawyer’s scope of representation | 2:30pm –2:45pm

IV. Identifying opportunities and risks from tax and financial issues at settlement | 2:45pm – 3:00pm