Shortcutting Settlements with Qualified Settlement Funds

Jeremy Babener | Structured Consulting

Jeremy consults for plaintiffs and plaintiff lawyers on settlement issues. He serves on the legal committees of the three national settlement planning associations, and previously served in the U.S. Treasury’s Office of Tax Policy.

Rachel McCrocklin | Eastern Point Trust Company

Rachel is Chief Trust Officer at Eastern Point Trust Company, a highly-respected trustee that offers all manner of settlement-related trusts. She regularly coordinates qualified settlement funds, plaintiff recovery trusts, and settlement escrow trust solutions. She consults on efficiencies and workarounds to make sure cases close quickly while preserving flexibility of settlement options, including structured settlements, attorney fee deferral, and lien resolution.

I. QSF uses by plaintiffs and defense | 2:00pm – 2:12pm

II. Tax treatment and benefits | 2:12pm – 2:24pm

III. Preserving eligibility and discretion | 2:24pm – 2:36pm

IV. Incorporating QSFs at settlement | 2:36pm – 2:48pm

V. Selecting a QSF Administrator | 2:48pm – 3:00pm